Director, Strategic Finance Consulting - Embarc Advisors

Imagine being part of an organization that inspires you to do your best work, that allows you to refine and expand your skillset, that prioritizes your professional growth, that embraces your ideas and generously rewards your contributions-a place where leaders are determined to foster a culture that does not burn out their exceptional team. Imagine joining Embarc Advisors.

About Embarc Advisors

Founded by a former Goldman Sachs investment banking VP and McKinsey & Co. Corporate Finance Practice Engagement Manager who was eager to disrupt the status quo, Embarc Advisors delivers the highest quality advice across M&A, capital raise, outsourced corporate development, and strategic CFO services. Our innovative mode of delivery supports clients through each stage of the company lifecycle. As we are not a transaction-fee based business, we don't have to worry about league table credits; rather our focus is on helping our clients wherever they need us ensuring their continued success.

As an accomplished group of corporate finance experts with backgrounds in investment banking, private equity, consulting, investment management and strategic finance / FP&A, we are uniquely positioned to provide 360-degree support on the full spectrum of corporate finance needs. Recently, we have successfully closed multiple merger and acquisition (M&A) transactions, executed capital raises from early-stage seed to $100M+ growth equity rounds, and supported the sustainable, profitable growth of several companies as their strategic CFO team.

Our firm has been growing at a brisk and intentional pace. Externally, our goal is to deliver the highest quality corporate finance expertise that was previously only accessible to Fortune 500 companies, to all types of companies. Internally, our goal is to create an environment where everyone enjoys their work and is provided with a fulfilling experience, career development, and team bonding. We are diversified across various industry sectors (from technology, consumer retail to industrial) and service lines (M&A, capital raise and CFO services). The diversified nature of our business model has proven resilient even in the current economic environment and we continue to grow profitably with no external funding.

Embarc Intro Deck here: https://docsend.com/view/bej7d89ncu2mma4m

Role Overview

Job Type: Full time

Position Location: Remote

Embarc's Director of Strategic Finance Consulting operates as a trusted advisor, providing our clients with the highest quality consultation and guidance, as they make critical business decisions.

In this role, our Director of Strategic Finance Consulting delivers expeditious and high-quality execution on strategic and financial analyses (modeling and FP&A), presentation creation, industry research etc., with the ultimate goal of driving successful outcomes for our clients.

Looking to play a fundamental role in cementing financial success across a wide range of companies and industries? Interested in applying your vast experience to craft bespoke strategies and financial services? Apply today!

Detailed Responsibilities

Building Relationships:

• Cultivates and maintains strong relationships with client's leadership, their working team, and all project counterparts.

Client Service:

• Acts as a credible advisor to client and project team. Highly responsive to client requests; works to proactively identify and meet client needs before receipt of client requests.

Project Management:

• In partnership with supervisors and the client, develops and builds out the end-to-end project work plan and executes project work accordingly, making adjustments as necessary. Manages Embarc project team members and client team to deliver project goals in a timely and resource efficient manner. Seeks guidance and asks appropriate questions as necessary. Effectively communicates across all stakeholders. Drives optimal outcomes for all stakeholders, while meeting and/or exceeding client expectations.

Quality Assurance:

• Develops and prepares audience-appropriate materials, including budgets, forecasts, variance analysis, benchmarking studies, board materials, etc. Ensures all work products meet Embarc's high standard of quality. Provides updates and presentations to senior client leadership to enable decision-making.

Talent Development:

• Provides supportive leadership in the recruitment, training, development, and retention of top-quality talent, ensuring a high level of performance and productivity. Understands the individual developmental wants and needs of direct reports, and endeavors to provide exposure and development opportunities in alignment. Creates and promotes a positive and supportive work environment. Encourages and reinforces a culture of continuous improvement for processes, systems, data, training, people, etc. through effective coaching and feedback.

Qualifications

• Bachelor's degree in Accounting, Finance, Management, Economics, or related field.
• 5+ years of experience with corporate FP&A, strategic finance management, management consulting, accounting, or related field;
  • Which includes a minimum of 3 years of FP&A experience preferably at a Public or PE-led Company and 1-year leading finance projects.
• A combination of education and experience will be considered.

The ideal candidate will have:

• Experience managing a Finance team, managing projects, reviewing team deliverables and providing feedback, and establishing and improving processes, strongly preferred.
• A combination of experience working in both a start-up environment and for a public company in finance roles, preferred.
• Big4 Accounting experience, a plus.
• Experience with best-in-class FP&A / Strategic Finance practices.
• Demonstrated success with cultivating strong relationships with clients, executives and boards
• Ability to develop and maintain strong working relationships with both internal and external cross-functional teams, collaborating effectively to successfully drive FP&A processes.
• Superior statistical, qualitative, and quantitative analysis skills, with the proven ability to utilize data to influence decisions.
• Demonstrated strengths with financial accounting, capital markets, and M&A concepts.
• Proven ability to structure analysis efficiently, ensuring accurate conclusions in a timely manner.
• Proven capabilities in project management, including ability to manage multiple projects independently.
• Proven success with independently developing presentations and other communication materials executive leadership, external partners, and the Board of Advisors.
• Excellent oral and written communication skills with an ability to develop audience-appropriate communications and complex issues in a simple and easy to understand manner.
• Demonstrated excellence with presenting to diverse stakeholders (including C-Suite, Board of Advisors, and external targets), and aligning them around a common goal, despite competing interests.
• Proven ability to maintain excellent attention to detail and accuracy.
• Experience leading a team and ensuring deliverables are completed timely and accurately.
• Demonstrated success with building and improving processes and promoting quality.
• Experience working with start-up organizations and public companies a plus.

Why Join the Embarc Team?

Diverse experience is a hallmark of the Embarc experience: we work across a broad range of project types - strategic CFO advisory, capital raise, and M&A. Our clients are spread across a sundry of industries - technology, media, CPG, business services, consumer goods, industrial, PE/VC, etc.

We offer:

• Dynamic environment of a fast-growing startup, giving you the opportunity to put your mark across all aspects of our organization
• High-octane experience of an advisory firm
• Opportunity to work with highly-skilled individuals from diverse backgrounds
• An environment where each team member can grow at their own pace and take on a variety of roles to round out their skillset
• Exposure to startup environments, at the senior management level, without the inherent risk of "putting all of your chips" on a single startup
• A tight-knit culture, focused on fostering psychological safety and taking 100% responsibility
• The opportunity to share on the upside
• 100% remote work

Our benefits include:

• Competitive compensation (PLUS semi-annual performance bonus)
• 401K with immediately vested match
• Full medical, dental, and vision benefits
• Unlimited vacation time
• Paid sick leave
• Bi-annual offsites
• Short-term disability insurance