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.
DescriptionWaylin Partners, a leading provider of FP&A and accounting consulting services, is looking for a Director who is passionate about solving complex problems. At Waylin, you will work directly with experienced professionals to deploy FP&A and accounting solutions that improve processes and bottom-line results at our clients’ portfolio companies. Specifically, your role at client businesses will include:
- Translate complex questions into data-driven analyses and clear recommendations that help leaders make informed decisions
- Lead finance and accounting teams during interim roles or times of need
- Structure and guide financial modeling and analysis that drive strategic recommendations to key stakeholders
- Build and maintain collaborative relationships with teams across the portfolio company and private equity firm
- Turn data into useful information for leaders using Excel, data visualization, and AI-enabled tools where appropriate
- Identify opportunities to use technology and automation to improve finance processes, while applying sound judgment to review outputs and protect data quality
- Manage more junior consultants and guide the production of high-quality deliverables
Specific examples of workstreams:
- Lead the budgeting process, prepare monthly forecasts, and develop variance analyses and explanations
- Lead monthly performance reporting, financial analysis, and evaluation of historical trends. Continuously improve the efficiency, accuracy, and timeliness of forecasting and close processes, including through practical uses of automation and AI
- Provide business intelligence through financial results and key performance indicators to support decisions
- Prepare and maintain daily, weekly, and monthly operational efficiency reports
- Assist with 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 or customer profitability, and operational reporting
Job Requirements:
- Bachelor’s degree in Finance, Accounting, Economics, or another quantitative field
- 8+ years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting
- Advanced Excel skills and the ability to produce dynamic financial models
- Thorough understanding of financial statements and three-statement modeling
- Ability to evaluate and adopt useful technology, automation, and AI tools while validating outputs and applying sound judgment
- CPA or CFA designations are a plus
Skills Required
- Bachelor's degree in Finance, Accounting, Economics or any other quantitative field
- 8+ 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
- Thorough understanding of financial statements and 3-statement modeling
- CPA or CFA designations are a plus
Waylin Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Waylin Partners and has not been reviewed or approved by Waylin Partners.
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Pay Growth & Progression — Compensation is considered competitive with room to grow, and the pay structure includes performance-based elements that reward individual contribution to firm growth.
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Parental & Family Support — Parental leave is described as generous, with paid maternity and paternity leave highlighted across postings.
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Leave & Time Off Breadth — Time off includes generous PTO alongside paid holidays, sick time, and bereavement leave.
Waylin Partners Insights
What We Do
Waylin is a rapidly growing Office of the CFO firm serving private equity-backed businesses. We partner with private equity firms and executive leadership teams to deliver hands-on finance, accounting, FP&A, AI, and technology solutions that drive business performance. FP&A Service Offerings: ◉ Fully integrated financial modeling to support strategic decisions ◉ Automated and detailed monthly financial reporting package ◉ Monthly/quarterly management team and board reporting ◉ Annual budgeting and budget presentation materials ◉ Profitability by customer and product/service ◉ All-encompassing P&L forecasting and variance analysis ◉ Best-in-class 13-week cash flow forecasting ◉ Real-time hourly/daily/weekly cash reporting ◉ Industry leading KPI, dashboard, and automated reporting ◉ Capital expenditure and ROI analysis ◉ Working capital and cash management analysis ◉ Synergy and restructuring analysis ◉ Interim Chief Financial Officer & Director of Finance/FP&A Accounting Service Offerings: ◉ Opening balance sheet accounting ◉ Add-on acquisition integration ◉ Month-end close establishment and process improvement ◉ Percentage of completion accounting WIP optimization ◉ Standard costing optimization ◉ Intercompany cleanup/best practice ◉ General ledger clean up ◉ Post-acquisition audit support ◉ Financial health check ◉ Implementing revenue recognition processes ◉ Balance sheet reconciliation and clean up ◉ General accounting support ◉ Interim Chief Accounting Officer & Controller
