Lead firm-wide, portfolio-level revenue budgeting and forecasting for both prospective and completed transactions.
Provide data-driven analysis and recommendations to the Executive Leadership Team on investment-related strategic decisions.
Translate complex financial data into actionable insights that influence executive decision-making.
Develop, maintain, and enhance financial models to support strategic planning, forecasting, and scenario analysis.
Partner with cross-functional teams and external advisors throughout acquisition activities, including due diligence, valuation, synergy analysis, and post-transaction planning.
Drive key FP&A processes end-to-end, including facilitating meetings, resolving issues, and ensuring timely completion of deliverables.
Prepare and deliver consolidated monthly management reporting, highlighting key trends, risks, and opportunities.
Serve as a subject matter expert for the Oracle management reporting system and lead enhancements to reporting accuracy, structure, and usability.
Continuously improve forecasting methodologies, reporting cadence, and financial controls.
Support the development of materials for Board of Directors and senior leadership presentations, including clear financial narratives and insights.
Monitor financial performance across business units through variance analysis and partner with leaders to identify corrective actions and improvement opportunities.
Build strong, collaborative relationships across the organization to support effective decision-making and a positive cross-functional working environment

Requirements

Bachelor’s Degree in finance, accounting, or related field
3 - 5 years of experience in a finance, accounting, or business analysis role
Highly motivated with experience managing multiple projects in a fast-paced work environment
Solid understanding of financial statements and accounting principles
Strong Excel, PowerPoint, and financial modeling skills
Ability to extract, manipulate, and turn large sets of data into actionable insights

Benefits

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingbudgetingforecastingvariance analysisdata analysisfinancial statementsaccounting principlesExcelPowerPointscenario analysis

Soft Skills

collaborative relationshipscommunicationproject managementproblem-solvingstrategic thinkingleadershipdata-driven decision makingadaptabilityattention to detailinfluencing

Certifications

Bachelor’s Degree in financeBachelor’s Degree in accountingBachelor’s Degree in related field