- Translate complex questions into data-driven analyses to allow leaders to make informed decisions
- Structure and guide modeling efforts that drive strategic recommendations to key stakeholders
- Build and maintain collaborative relationships with leaders and teams across the portfolio company
- Transform data into useful information tailored to leadership needs through excel and other data visualization tools
- Develop executive level presentations to communicate and achieve consensus for recommendations
- Assisting in the budgeting process, preparing monthly forecasts, creating variance analyses and explanations o Assist in the preparation of monthly performance reports, financial analysis, and evaluation of historical trends. Continuously seek to improve the efficiency, accuracy, and timeliness of the forecasting and close process
- Provide business intelligence with financial results and key performance indicators to facilitate decisions
- Prepare and maintain various daily/weekly/monthly operational efficiency reports
- Assist in process improvements, cost reduction, automation, and system upgrades
- Build and maintain strong collaborative relationships with leaders and teams across the portfolio company
- Manage special projects and ad-hoc requests from senior management such as cash flow forecasts, SKU/customer profitability, operational reporting, etc.
- Bachelor's degree in Finance, Accounting, Economics or any other quantitative field.
- 2+ years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting
- Advanced Excel user with the ability to produce dynamic financial models
- A thorough understanding of financial statements and 3-statement modeling
- CPA or CFA designations are a plus
- A sense of ownership and accountability, coupled with excellent communication skills
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Senior Associate
14 hours ago
Morgan Street Holdings Chicago, United StatesOverview of Morgan Street Holdings: · Morgan Street Holdings ("Morgan Street") is the holding company and investment arm of the HAVI group of businesses, including Havi Supply Chain, tms, and Stanley. Built on the philosophy of always "delivering the promise", we have a 50-year h ...
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Senior Associate
5 days ago
Global Placement Firm Chicago, United StatesExcellent company looking to add a successful Senior Audit Associate to their team · *** This position is Hybrid working with our team in Chicago*** · Position Responsibilities: · Serve as the engagement lead on specific accounts · Take responsibility for pre-engagement plannin ...
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Senior Associate
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SS&C Chicago, United StatesSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
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RSM Chicago, United States Full timeWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
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Senior Associate
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Senior Associate
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Founder's CPA Chicago, United StatesAbout Founder's CPA · Founder's CPA was founded in 2017 and is now an industry-leading accounting firm located in Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups. We refuse to accept the inefficient and burdensome "old school" appr ...
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Founder's CPA Chicago, United StatesAbout Founder's CPA · Founder's CPA was founded in 2017 and is now an industry-leading accounting firm located in Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups. We refuse to accept the inefficient and burdensome "old school" appr ...
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Senior Associate
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Senior Associate
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Senior Associate
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Senior Associate
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Guidehouse Chicago, United StatesJob Family: · Accounting Operations · Travel Required: · Up to 10% · Clearance Required: · None · What You Will Do: · * Take on more managing responsibilities. · * Oversee the Accounts Payable process. · * Handle Audit requests and learn the process. · * May manage proj ...
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Senior Associate
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Senior Associate
1 week ago
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Senior Associate
1 week ago
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Senior Associate
1 day ago
Founder's CPA Chicago, United StatesAbout Founder's CPA · Founder's CPA was founded in 2017 and is now an industry-leading accounting firm located in Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups. We refuse to accept the inefficient and burdensome "old school" app ...
Senior Associate - Chicago, United States - Waylin Partners
Description
Waylin focuses on providing leading private equity firms with best-in-class finance, accounting, and data analytics services to optimize and automate back-office functions of portfolio companies.
Description:
Waylin Partners, a leading provider of FP&A and accounting consulting services, is looking for a Senior Associate who is passionate about providing solutions to complex problems. At Waylin, you will be working directly with other experienced professionals to deploy FP&A and accounting solutions to enhance processes and bottom-line results at our client's portfolio companies. Specifically, your function at the client businesses will include:
Specific Examples of Workstreams:
Job Requirements: