manager - fp&a in washington

posted
contact
michael sosler, tatum executive services
job type
permanent
salary
US$ 100,000 - US$ 120,000 per year
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job details

posted
location
washington, district of columbia
job category
Financial Services
job type
permanent
working hours
9 to 5
salary
US$ 100,000 - US$ 120,000 per year
experience
3 Years
reference number
500815
contact
michael sosler, tatum executive services
phone
202-463-7210

job description

job summary:

Manager - Financial Planning & Analysis

Exciting opportunity with a DC based Investment Firm!!! The FP&A Manager is a key member of the corporate finance team with responsibility for managing the forecasting, budgeting, and planning process for the Firm, operational and financial analysis, developing executive presentation materials along with supporting ad hoc reporting requests. The FP&A Manager will also be responsible for providing treasury and cash management oversight, including cash flow projections, FX hedging, lender reporting and analytics. Reporting to the Corporate Controller, this position will develop an in-depth understanding of the firm's global private equity business, its Funds and Investment strategies, which will be utilized to build a best-in-class financial planning function.

 
location: Washington, District Of Columbia
job type: Permanent
salary: $100,000 - 120,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 3 Years
 
responsibilities:

? Drive the quarterly forecasting process, maintain and enhance in-depth 3-statement financial models, and report financial performance to support firm-wide financial and operational goals.

? Perform variance analysis of forecast results against actual financial performance, clearly interpreting and documenting variances.

? Perform various sensitivity analysis for base case, low case and other financial projection scenarios.

? Prepare and develop quarterly Board books and ad hoc presentations including financial performance, key performance metrics and executive level explanations of variances and trends.

? Develop reporting presentations of forecast results for use by lenders, investors, ratings agencies etc.

? Develop and maintain a robust and detailed cash forecasting process.

? Partner on strategic projects and be charged with improving the efficiency of the Finance team's use of financial models and data. Thoughtfully lay-out dashboards and reporting to drive executive insights and decision making in support of our strategic and financial plans.

? Manage treasury related matters, banking relationships and FX hedging strategies.

? Integrate projections and budgets into ERP system

? Execute ad hoc requests and facilitate financial impact analysis and sensitivities for special projects and initiatives.

? Maintain a current and evolving understanding of the firm's corporate structure, Funds and underlying entities to understand key business drivers. Develop a deep understanding of business operations and the related financial and operating levers. Build relationships and processes with various functional groups within the Firm.

? Participate in and support funding processes such as debt refinancing's or equity raises.

? Assist external auditors with queries and requests for information.

 
qualifications:

? 3+ years of relevant experience in an FP&A or directly related role (e.g., corporate finance, investment banking, private equity, Big 4 transaction services).

? Advanced financial modeling skills, including significant experience with financial statements and building detailed 3-statement models.

? Expert Excel skills and proficiency with Microsoft PowerPoint.

? Commercially minded individual with strong critical thinking skills and the ability to identify the key financial implications of business decisions and incorporate this into detailed financial projections.

? Familiarity and aptitude in working with financial and accounting software and BI tools. Experience with Microsoft Dynamics Business Central and Power BI (Alteryx or similar) are a plus.

This position is based in Washington DC but is currently working remotely with the expectation of returning to the office on a limited basis in 2022.

Target salary is $100,000 - 120,000 + generous bonus

Please send resume to michael.sosler@tatum-us.com

 
skills: $250-500 million

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

skills

$250-500 million

qualification

? 3+ years of relevant experience in an FP&A or directly related role (e.g., corporate finance, investment banking, private equity, Big 4 transaction services).
? Advanced financial modeling skills, including significant experience with financial statements and building detailed 3-statement models.
? Expert Excel skills and proficiency with Microsoft PowerPoint.
? Commercially minded individual with strong critical thinking skills and the ability to identify the key financial implications of business decisions and incorporate this into detailed financial projections.
? Familiarity and aptitude in working with financial and accounting software and BI tools. Experience with Microsoft Dynamics Business Central and Power BI (Alteryx or similar) are a plus.
 

This position is based in Washington DC but is currently working remotely with the expectation of returning to the office on a limited basis in 2022.

 

Target salary is $100,000 - 120,000 + generous bonus 

 

Please send resume to michael.sosler@tatum-us.com

responsibilities

? Drive the quarterly forecasting process, maintain and enhance in-depth 3-statement financial models, and report financial performance to support firm-wide financial and operational goals.
? Perform variance analysis of forecast results against actual financial performance, clearly interpreting and documenting variances.
? Perform various sensitivity analysis for base case, low case and other financial projection scenarios.
? Prepare and develop quarterly Board books and ad hoc presentations including financial performance, key performance metrics and executive level explanations of variances and trends.
? Develop reporting presentations of forecast results for use by lenders, investors, ratings agencies etc.
? Develop and maintain a robust and detailed cash forecasting process.
? Partner on strategic projects and be charged with improving the efficiency of the Finance team’s use of financial models and data. Thoughtfully lay-out dashboards and reporting to drive executive insights and decision making in support of our strategic and financial plans.
? Manage treasury related matters, banking relationships and FX hedging strategies.
? Integrate projections and budgets into ERP system
? Execute ad hoc requests and facilitate financial impact analysis and sensitivities for special projects and initiatives.
? Maintain a current and evolving understanding of the firm’s corporate structure, Funds and underlying entities to understand key business drivers. Develop a deep understanding of business operations and the related financial and operating levers. Build relationships and processes with various functional groups within the Firm.
? Participate in and support funding processes such as debt refinancing’s or equity raises.

? Assist external auditors with queries and requests for information.

educational requirements

Bachelor's degree