Role and Responsibilities

• Act as primary liaison to Managing Directors by managing forecasts and continually evaluating financial results to recommend new opportunities and risks
• Utilize reporting system to improve financial performance dashboards across each Business Unit
• Improve client revenue forecasting to provide greater visibility on future demand and prepare profitability scenario analyses of our global delivery centers
• Serve cross-functionally across the business to create visibility into financial performance and understand key operational metrics
• Provide guidance in the development of each Business Unit’s long-term plans, including the continual assessments of key clients, quantification of risks and opportunities, and ROI evaluations to help inform strategic investments
• Collaborate with Head of FP&A to continually improve annual budget process and assist organization in preparing a consolidated plan
• Work with large datasets; collaborate with others to develop easy-to-understand presentations for dissemination to leadership teams
• Gain in-depth knowledge of multiple data systems to mine data efficiently and determine key takeaways
• Identify and work with key stakeholders to improve systems and processes as the company scales its global operations
• Mentor, guide, and support the professional development of junior team members

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related discipline
• 5+ years of experience working within professional services (consulting, investment banking, private equity) required
• A strong track record of reporting and financial analysis, preferably in a high-growth, private equity organization involving M&A and/or sale processes
• Advanced Microsoft Office skills (particularly Excel and PowerPoint)
• Excellent financial modeling skills
• Proven ability to multitask in a fast-paced environment with fluctuating priorities and deadlines
• Collaborative and adaptable; a strong communicator across a variety of teams to achieve desired outcomes and build relationships 
• An outstanding executive presence; excellent presentation, verbal, and written communication skills appropriate for senior leadership-level engagement
• Experience with reporting tools such as Vena Solutions, NetSuite, and/or Salesforce a plus
• Three-statement model familiarity a plus