$80K - 110K a year
Translate complex financial questions into data-driven analyses, build financial models, prepare forecasts and variance analyses, and collaborate with leadership to improve financial processes and reporting.
Bachelor’s degree in a quantitative field, 2+ years of experience in finance-related roles, advanced Excel skills, strong understanding of financial statements and modeling, with CPA/CFA as a plus.
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: • 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 Specific Examples of Workstreams: • 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. Job Requirements: • 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
This job posting was last updated on 7/1/2025