Director - FP&A

Director - FP&A at Waylin Partners

Waylin focuses on providing leading private equity firms with best‑in‑class finance, accounting, and data analytics services to optimize and automate back‑office functions of portfolio companies.

Waylin Partners, 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 Waylin, 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 Work streams:

• 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

• Director

• Full‑time

• Finance, Strategy/Planning, and Accounting/Auditing

• Business Consulting and Services, Venture Capital and Private Equity Principals, and Financial Services