Senior Financial Planning

6 days ago


Key Biscayne, Florida, United States Selby Jennings Full time
Job Title: Senior Financial Planning & Analysis Professional - OCFO/FP&A Lead

Salary: $120,000 - $180,000 per annum (Remote)

About Our Client:

Our client is a leading Private Equity Consulting firm dedicated to providing strategic financial advisory services to portfolio companies.

They are seeking a highly skilled and experienced Senior Associate to join their Office of the CFO (OCFO) and Financial Planning & Analysis (FP&A) team. This firm focuses on driving value creation and operational excellence across its portfolio.

Key Responsibilities:
  • Develop and implement comprehensive financial strategies for portfolio companies.
  • Build detailed 13-week cash flow forecasts from scratch to support liquidity management.
  • Construct 3-statement financial models (income statement, balance sheet, and cash flow statement) from scratch to analyze financial performance and project future outcomes.
  • Collaborate with senior management to identify operational inefficiencies and recommend corrective actions.
  • Conduct financial analysis and due diligence to support strategic initiatives.
  • Provide insights and recommendations to improve financial performance and drive value creation.
  • Communicate effectively with stakeholders, including portfolio company executives, investors, and internal teams.
  • Monitor and report on the progress of financial plans and adjust strategies as needed.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field. MBA or relevant certification (e.g., CFA, CPA) is a plus.
  • 3-7 years of experience in financial consulting, FP&A, or a related field.
  • Proven experience in building 13-week cash flow forecasts and 3-statement financial models from scratch.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Proficiency in financial modeling software and Microsoft Office Suite.


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