Senior Associate, FP&A

2 months ago

Boston, United States G2 Capital Advisors Full time
Job DescriptionJob DescriptionSalary:

About Us 

 

G2 is an integrated multi-product, industry-focused investment bank crafting bespoke solutions for corporate and investor clients.  We provide investment banking and financial advisory services to middle-market clients across Transportation & Logistics, Industrials and Manufacturing, Technology & Business Services, and Consumer & Retail The company was formed in 2010 by Jeffrey Unger, Chairman & CEO, who sought to fill a void in the marketplace by founding a firm that was capable of supporting clients through the entire business life cycle. Supporting clients through up and down markets and growth & distressed situations is core to our model. The G2 team comprises C-level industry executives with deep operational and capital markets expertise, many of whom were initially introduced to G2 as clients, including G2’s current President, Matt Konkle.   

 

G2 Capital is headquartered in Boston, with certain leaders working remotely to meet market needs. The company has over 60 professionals and independent advisors. 


Company Culture 

G2’s slogan: “Failure is not an option. It is the discipline and tenacity with which we perform our services and execute our client’s goals,” is much more than a marketing statement. This high-performance culture is fast-paced, entrepreneurial, and continuously focused on improvement, respect, and collaboration.  G2 is not your stereotypical investment bank.  Our unique model of pairing former industry-focused owners & operators with financial advisory experts allows for a well-rounded perspective and intimate understanding of the situations our clients find themselves in. G2 prioritizes partnership and believes a team approach, represented by people with high standards and a commitment to collaboration, is the key to success.  G2 attracts intelligent, capable, and driven individuals who want to be part of a team.  The company works and thinks fast without compromising quality.  


Roles and Responsibilities 

G2 is excited to be hiring a Associate, FP&A  who will report directly to our Vice President, Head of Finance and be part of a lean and valued Finance team that supports G2’s work and people. This is an excellent opportunity for finance professionals looking to progress their careers within financial services at a firm that strongly emphasizes employee growth and development.  The Associate, FP&A   will own several important functions including financial planning & analysis, financial reporting, and compensation. The successful candidate will ensure accuracy, efficiency, and the development and implementation of key financial systems, processes, and controls. This role will be located out of our Boston office on a hybrid basis (3 days/week on-site, 2 remote).   

 

What You’ll Do 

  • (60%) Financial Reporting, Planning, and Analysis
    • Prepare accurate and timely financial reports and analysis to support strategic decision-making including monthly project P&L statements, financial statements, and leadership reports
    • Own the quarterly / annual budgeting and forecasting processes and perform monthly revenue, expense and headcount analysis.
    • Partner with the accounting team during financial close to align completeness and accuracy from both reporting and forecasts.
    • Define KPIs, build dashboards and reports to provide actionable insights on spend
    • Collaborate with leadership to monitor financial performance and identify opportunities for financial optimization and enable strategic decisions
    • Develop and implement strategies and technologies for improving financial operations and processes to achieve organization efficiency
    • Calculate and maintain employee cost rates in harvest and project files
    • Analyze and support implementation of new systems and workflows, as needed

 

 

  • (25%) Compensation
    • Manage compensation program including Executive Compensation Program and all other bonus programs
    • Develop and maintain compensation models
    • In coordination with Senior Associate, Talent, conduct regular benchmarking and analysis to ensure equity and competitiveness
    • Prepare compensation statements; be available to meet with employees to answer questions regarding same
    • Upon project kick-off, or staffing changes, distribute “Compensation Confirmations” memorializing compensation structure to deal teams

 

  • (15%) Resource Management
    • Support HR and deal teams with resource management efforts(staffing)
    • Prepare recurring and ad hoc staffing reports
    • Evaluate and forecast staffing optimization/utilization
    • Develop and maintain capacity planning tools and hold quarterly capacity planning meetings

  
What We Look For  

  • 5 years of practical experience in finance, accounting or consulting 
  • Bachelor’s degree in accounting, finance, or related field required  
  • Demonstrated advanced Excel and data manipulation skills  
  • Exposure to complex compensation/commission programs 
  • Strong analytical, problem-solving, and organizational skills  
  • Experience with PowerBI, Tableau or similar tools 
  • Proficiency with accounting software and tools; knowledge of Quickbooks online is a plus  
  • Experience with time and expense software (Harvest, Concur, etc.)  
  • Proven ability to operate independently, synthesize complex data, and manage multiple tasks in a fast-paced environment 
  • Strong attention to detail 

 

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