The Company is a fast-growing, profitable, $200MM, B2B services business.
With and established and growing customer base, strong services offerings, and recent growth capital through one of the largest and well-regarded, middle market, private equity fund. the business is well positioned to scale quickly and looking to bring on board a strong, hands-on Senior Financial Analyst or Manager FP&A to report to the CFO.
Responsibilities:
- Prepare and deliver monthly financial reporting packages to the Board of Directors and lending institutions, including variance analysis and KPIs and covenant reports.
- Lead the preparation and continuous update of the 13-week cash flow model, including weekly reporting and insights to senior leadership.
- Coordinate the development of the annual budget process across all departments and assist with quarterly forecast updates.
- Support the CFO in preparing materials and financial analysis for board meetings, lender updates, and investor communications.
- Conduct ad hoc financial analysis to evaluate business performance, investment opportunities, and operational initiatives.
- Analyze financial performance by business location, customer segment; identifying trends and opportunities for margin improvement.
- Support M&A activities including due diligence, integration modeling and synergy tracking.
- Collaborate with accounting, operations, and other cross-functional teams to ensure alignment of financial data and key assumptions.
- Enhance financial models, processes, and tools to support better forecasting, cash management, budgets and business insight.
Experience:
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus).
- 5+ years of experience in financial planning & analysis
- Proven experience with bank reporting, cash flow modeling, budgeting, and forecasting in a fast-paced environment.
- Advanced Excel modeling and data analysis skills are required;
- Familiarity with financial systems and BI tools (e.g., NetSuite, Adaptive Insights, Power BI, Tableau) is required.
BrainWorks specializes in delivering exceptional Accounting and Finance talent to drive business success. Our dedicated Accounting and Finance Practice connects top companies with industry-leading professionals in roles ranging from mid-level management to executive leadership.
We pride ourselves on delivering quality, speed, and results through our proven recruitment process. With deep industry expertise, our consultants understand the unique challenges of the accounting and finance landscape and provide tailored solutions to meet your hiring needs.
When you partner with BrainWorks, you work with trusted advisors who are dedicated to finding the right talent to strengthen your team. Learn more at brainworksinc.com.
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Industry 1: Computer Software
Industry 2: Consumer Goods
Industry 3: Leisure, Travel & Tourism
Job ID: 41045993515
Category: Accounting & Finance
Location: Manhattan, NY