Job Description

The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. You are comfortable handling large amounts of data, acting as a business partner, decision maker, and providing regular financial reporting.

Responsibilities

• Own and maintain all short-term and long-term financial forecasts, including rolling forecasts and 1-, 3-, and 5-year long-range financial planning (LRF).
• Develop and deliver executive-level presentations, translating complex financial data into clear, actionable insights for senior leadership.
• Maintain and enhance the existing 3-statement model in Excel; focus will be on adjustments and scenario modeling (not full rebuilds).
• Expertise with cash flow, liquidity, and leverage forecasting to inform capital strategy.
• Serve as a key point of contact for private equity sponsors and internal executives, including after-hours responsiveness when needed.
• Provide support and mentorship to one direct report and collaborate with two additional team members on ad hoc forecasting and reporting needs.

Qualifications

• 5+ years of experience in Finance roles with a heavy focus on forecasting, financial modeling, and executive presentation experience.
• Proven expertise in 3-statement modeling in Excel, including scenario planning; macro-building is a plus.
• Strong business acumen with the ability to make forecasting assumptions using incomplete or ambiguous data.
• Demonstrated ability to create and present materials for CFOs, board members, and other C-suite executives.

Preferred Software Experience:

• Exposure to advanced forecasting tools (e.g., Anaplan, Planful, Vena, Pigment) – not required but a plus.
• Familiarity with Power BI, SQL, Tableau – helpful but not a core requirement.
• Excel expertise is a must, especially in scenario modeling.

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