Job details

Senior FP&A Associate

We're Elliott Davis, and we’re revolutionizing what it means to work in consulting services within the public accounting industry. Starting with a powerful mixture of wisdom, energy, and fresh perspective, we dig deep, finding the courage to challenge every comfortable assumption the system has been built upon. Around here we may do the work of consultants, but we think like startup entrepreneurs, social do-gooders, and community leaders.

So, what does that mean for you? We are so glad you asked.

As part of the Elliott Davis team, you’ll get hands-on experience working alongside some of the leading experts in the financial and consulting field while enjoying the freedom and autonomy to manage your career and make a positive impact on your community. Do you love building deep relationships with your clients and serving in an advisory capacity to help them grow? This could be your time to make a change.

The ideal candidate will have 3-5 years of experience, preferably in either a corporate FP&A group that has provided a foundation in corporate finance and business strategy or a public accounting firm. Financial services industry experience (private equity or banking) is preferred.

In this role, the Senior FP&A Analyst/Associate will drive analysis around the annual budget process and related monitoring exercises throughout the fiscal year. While working closely with management, they will assist in the development and maintenance of Executive Dashboards featuring key operational metrics contributing towards the development of the organization’s long-term multi-year strategic plan; while incorporating real-time and planned changes to the business. Furthermore, the Analyst/Associate will support capital structure management exercises in conjunction with balance sheet and cash flow analysis.

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Responsibilities

Lead FP&A workstreams for portfolio company finance transformations.
Build robust reporting packages and create short and long-range financial models with a heavy emphasis on key assumptions driving the business.
Connect business systems to business intelligence and AI tools to help leaders make strategic decisions.
Collaborate with portfolio company leadership and investors to identify opportunities for value creation during the investment period.
Assist with hiring and onboarding a full-time CFO or VP of Finance at the end of the transformation or stay on in a fractional capacity as needed.

Requirements

3-5 years of experience in corporate FP&A, investment banking, and/or private equity, ideally at a portfolio company
Experience creating reporting packages, budgets/forecasts, long-range modeling, and KPI dashboards
Deep modeling experience in Microsoft Excel, including detailed revenue and cost builds, cash flow forecasting, and covenant reporting/forecasting
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Experience with business intelligence tools such as Power BI is a plus.
Curiosity and eagerness to be at the forefront of future applications and tools that link finance, operations, and technology (i.e. GPT-4, Palantir, etc.)
Knowledge of accrual accounting

If you are a driven, analytical, and strategic thinker with a passion for transforming legacy accounting functions into a strategic driver for the business, we encourage you to apply.

This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing need of the organization.

EEO Statement

Elliott Davis, LLC provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Location Information:

This role is US-based only. While all candidates will be considered, candidates living in or around the following geographies are highly encouraged to apply: Greenville, Columbia, and Charleston, SC; Charlotte and Raleigh, NC; Augusta, GA; and Chattanooga and Nashville, TN.

Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

Please contact the Elliott Davis Talent team to initiate the process to become an agency partner at: careers@elliottdavis.com Subject: Agency Partner Request

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CEO of Elliott Davis

Rick Davis

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By Elliott Davis

Our mission is to provide exceptional service for our people, our customers, and our communities. Our values guide us in how we work, how we make decisions, and what we do each day.

FUNDING

INDUSTRY

TEAM SIZE

LOCATION

Hybrid, based in Greenville, SC

DATE POSTED

June 9, 2023