Financial Strategy Senior Associate

2 weeks ago


Chicago, Illinois, United States Waylin Partners, LLC Full time

Waylin Partners, LLC is a prestigious firm dedicated to delivering exceptional financial, accounting, and data analytics solutions aimed at enhancing and automating the administrative functions of their clients' portfolio companies.

Position: Senior Associate

Company: Waylin Partners, LLC

Waylin Partners, LLC, a prominent provider of financial planning and analysis (FP&A) and accounting advisory services, is seeking a skilled Senior Associate who is passionate about crafting solutions for complex challenges. In this role, you will work closely with experienced professionals to execute FP&A and accounting strategies that will refine operations and boost profitability for our client's portfolio companies. Your responsibilities will include:

  • Transforming intricate inquiries into data-driven analyses to assist leaders in making informed decisions
  • Directing and managing modeling projects that yield strategic insights for essential stakeholders
  • Building and sustaining productive relationships with executives and teams within the portfolio company
  • Translating data into actionable insights tailored to the leadership's needs using Excel and various data visualization tools
  • Preparing high-level presentations to communicate recommendations and ensure alignment from stakeholders

Key Responsibilities:

  • Support the budgeting process, create monthly forecasts, and generate variance analyses and narratives
  • Deliver business insights through financial outcomes and key performance indicators to facilitate decision-making
  • Produce and oversee multiple operational efficiency reports on a daily, weekly, and monthly basis
  • Contribute to process improvements, cost efficiencies, automation, and system enhancements
  • Foster strong collaborative relationships with executives and teams within the portfolio company
  • Lead special initiatives and manage ad-hoc requests from senior management, such as cash flow projections, SKU/customer profitability, and operational reporting

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline
  • A minimum of 2 years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting
  • Advanced proficiency in Excel with the ability to develop dynamic financial models
  • Comprehensive understanding of financial statements and three-statement modeling
  • CPA or CFA certifications are a plus
  • Proven sense of ownership and accountability, along with excellent communication skills


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