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StevenDouglas Linkedin · Posted 2mo ago

FP&A Director for Private-Equity Backed, Financial Services Firm!

Delray Beach, Florida, United States

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StevenDouglas has partnered with a private equity backed, high-growth financial services firm that is actively seeking an FP&A Director to join their team! Reporting directly to the CFO, the FP&A Director will lead and coordinate the firm's financial planning and analysis duties including preparing annual budgets, forecasting/variance analysis duties, liquidity planning, and other decision support analytics.


This is an AMAZING opportunity to join a firm that StevenDouglas has partnered with successfully over the years and has placed multiple individuals. You will be overseeing 2 Analysts that StevenDouglas has placed and are strong performers. The company offers a great working culture and competitive benefits.


Responsibilities of the role include:

  • Provide decision support analytics for members of Senior Leadership and the C-Suite, as well as the Private Equity sponsor
  • Develop real-time business intelligence dashboards through Power BI
  • Develop financial models to assist Senior Leadership making informed business decisions, and make recommendations based on findings
  • Assist CFO with investor relations requests, and other ad-hoc projects


Requirements:

  • 7+ years of FP&A experience, previous experience in financial services required
  • Advanced financial modeling skills including experience with three-statement financial models
  • Strong MS Excel Skills, exposure to Power BI Dashboards preferred
  • Strong communication skills with the ability to present to the C-Suite, and Private Equity sponsor
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