FP&A and Strategy Manager

3 weeks ago

Pelham, United States ProcessBarron Full time

POSITION SUMMARY:


ProcessBarron is a Private Equity backed company specializing in industrial equipment manufacturing and service. The FP&A and Strategy Manager will work closely with the CFO to improve company performance through financial and business evaluation and reporting. Day-to-day functions involve financial analysis, strategic projects, and developing and maintaining reports for managers and the executive team with information key to the operational and strategic decision-making process. A successful candidate will have a firm foundation in finance and overall business fundamentals with the ability to present confidently to senior management, executives and other stakeholders. Other responsibilities include financial reporting, budgeting, business improvement projects data analysis and other FP&A related support.


Required Experience and Capabilities:


2+ years financial planning and analysis (FP&A) and financial reporting experience


Ability to analyze and interpret financial statements


Advanced/expert Excel experience


Advanced PowerPoint experience


Strong foundation in business and finance acquired through both education and experience


Self-directed, highly motivated and able to work independently




Preferred Experience:


2+ years business intelligence reporting including, but not limited to, Domo, Tableau, or PowerBI


Experience working with and presenting to an Executive team


Investment banking analyst/associate experience


Understanding of SQL and MySQL and ability to create, edit and maintain SQL queries, views and stored procedures


Experience in Microsoft Great Plains (GP) or other electronic resource planning (ERP) system


High degree of academic and extracurricular achievement


Basic GAAP accounting knowledge and experience


Familiarity with Private Equity industry and investment goals


Familiarity with the Mergers and Acquisitions (M&A) process and experience with successful M&A transactions




RESPONSIBILITIES & EXPECTATIONS:


· Create and Maintain Financial Reporting, Forecasting and Analysis


· Direct Annual Budgeting Process


· Support Business Improvement Projects


· Lead Business Intelligence Projects


· Support Management Team on One-Off Data Analysis Exercises


· Develop and Manage Internal/External Reports and Presentations


Support Future Mergers & Acquisitions


ATTRIBUTES:


· Driven - must be able to complete multiple tasks with a strong sense of urgency to meet customer needs


· Analytical - uses logic and methods to help solve problems


· Strong foundation in excel


· Detail Oriented – must take pride and ownership in all work products


· Business Acumen – understanding of fundamental business processes, goals and needs


· Teamwork - must work well within a team environment




Physical Demands include, but are not limited to:


Must be physically able to perform work assigned


This role is primarily in an office setting


The employee may be required to perform the following actions (from time to time): Standing, walking, balancing, stooping, kneeling, reaching, talking, seeing, hearing or sitting


The employee may be asked to enter a shop environment from time to time

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