Role OverviewServe as a key partner to executive leadership, supporting consolidated financial planning, analysis, and strategic decision-making across the enterprise. Play a critical role in revenue and P&L reporting, forecasting, and executive-level deliverables.
What You Will Do
Drive monthly and quarterly consolidated revenue and P&L analysis, prepare quarterly executive reporting materials, create models and executive outputs for annual budget and long-range planning processes, and develop new financial models and reporting tools.
Why It Might Be a Fit
Ideal candidate brings strong analytical rigor, intellectual curiosity, and business acumen, combined with the ability to communicate effectively with stakeholders at all levels. Prior experience in M&A, private equity, corporate development, transaction diligence, or strategy consulting is a plus.
Requirements
- Bachelor's degree in Finance or Accounting
- 6+ years of experience in investment banking, private equity, corporate development, transaction diligence, strategy consulting, or corporate FP&A
- MBA or CFA helpful but not required; at least one promotion in prior role preferred
- Strong analytical toolkit and problem-solving skills
- Excellent written and verbal communication skills
- Advanced Excel and financial modeling capabilities
- Strong PowerPoint and executive communication skills
- Strong relationship-building skills and ability to work effectively with senior leaders, finance, technology, legal, and other functional teams
Benefits
- Medical, Dental & Vision benefits
- Automatic enrollment into our 401k plan
- Virtual fitness classes
- Robust PTO offerings
- Employee discounts with major providers
- Philanthropic support with both local and national organizations
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