Financial Planning & Analysis Director (100% Remote) at Three Point Solutions Inc

Job title : Financial Planning & Analysis Director (100% Remote)

Client : Financial Services Consulting Firm

Duration : Full Time

Location : Chicago, Illinois 60607

Description

A leading provider of FP&A and accounting consulting services, is looking for a Director who is passionate about providing solutions to complex problems. At Client, you will be working directly with other experienced professionals to deploy FP&A and accounting solutions to enhance processes and bottom-line results at our client's portfolio companies. Specifically, your function at the client businesses will include:

• Translate complex questions into data-driven analyses to allow leaders to make informed decisions
• Lead finance/accounting teams during interim roles or times of need
• Structure and guide modeling efforts that drive strategic recommendations to key stakeholders
• Build and maintain collaborative relationships with teams across the portfolio company and private equity firm
• Transform data into useful information tailored to leadership needs through excel and other data visualization tools
• Manage more junior consultants and guide production of required deliverables

Specific Examples of Workstreams:

• Lead the budgeting process, preparing monthly forecasts, creating variance analyses and explanations
• Lead the preparation of monthly performance reports, financial analysis, and evaluation of historical trends. Continuously seek to improve the efficiency, accuracy, and timeliness of the forecasting and close process
• Provide business intelligence with financial results and key performance indicators to facilitate decisions
• Prepare and maintain various daily/weekly/monthly operational efficiency reports
• Assist in process improvements, cost reduction, automation, and system upgrades
• Build and maintain strong collaborative relationships with leaders and teams across the portfolio company
• Manage special projects and ad-hoc requests from senior management such as cash flow forecasts, SKU/customer profitability, operational reporting, etc.

Job Requirements:

• Bachelor's degree in Finance, Accounting, Economics or any other quantitative field.
• 10+ years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting
• Advanced Excel user with the ability to produce dynamic financial models
• A thorough understanding of financial statements and 3-statement modeling
• CPA or CFA designations are a plus