Head of FP&A
Beyond Finance is a next generation financial services company. Our goal is to provide financial peace of mind to our clients by giving them simple and transparent financial products that are customized to their individual circumstances.
We are in constant pursuit of “disruptors” that will help us get to the next level. Our workforce includes celebrated, diverse talents working towards the common objective of developing something transformational for the debt relief industry.
Our team spirit and culture are what set us apart as a company. We love what we do, and we have fun doing it.
What the job:
Are you ambitious, holding yourself accountable to high standards? Beyond Finance is looking for you in our open Head of FP&A opportunity! Reporting into the CFO, this role oversees the FP&A team for Beyond, a private equity-owned financial services company in the debt settlement industry. This position offers a unique opportunity in a challenging, fast paced, intellectual environment. You will be a solutions-minded professional, well versed with corporate finance with a passion for helping grow business. Rolling up your sleeves at the same time you are overseeing the strategy and execution is what you love to do to get the job done.
What will you be doing?
- Own the annual budget and monthly forecasting processes, as well as monthly reporting, ensuring integrity of data and accuracy of forecasts
- Perform variance analysis and provide actionable insight for achieving planned financial and corporate metrics
- Manage all semi-monthly credit agreement compliance of a complicated borrowing base facility
- Analyze and interpret management reporting; comparing budget/forecast to actual, including KPI’s, key business drivers and trends, overhead, business development activities and market conditions
- Coordinate Partner with marketing leaders and operations business leaders to provide financial guidance and support, including summarization and analysis of monthly results gathering forecasts and preparation of monthly executive presentations
- Work closely with Investors to prepare ongoing and ad hoc reporting and KPI measures
- Identify opportunities to efficiently organize and present key data and trends
- Develop and enhance firm-wide templates to collect data and analyze portfolio and asset level results
- Track key performance and investment metrics at the Company and portfolio levels
- Other opportunities as assigned
What you’ll bring to the table:
- Bachelor’s degree in Finance or Accounting, MBA preferred
- Minimum 10 years of financial analysis experience with Director level experience
- MBA degree preferred
- MS Excel (advanced skills)
- 3-Statement Financial Model experience is a must
- Knowledge of Adaptive Insights and/or Netsuite is a plus
- Comfortable working in a fast-paced, growing company
- A sense of urgency and relentless follow through
- Able to build relationships across the business to drive influence data-driven decision making
#LI-EB1
Why join us?
We are looking for great people to join a fast-paced, growing, and innovative business. For eligible fulltime employees, we offer:
- Considerable employer contributions for health, dental and vision programs
- Generous personal time-off
- 401(K) match
- Merit advancement opportunities
- Career development & training
More importantly, our team spirit and culture are what really sets us apart as a company. We’re a world-class company that loves what we do…and we have fun doing it!
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*Beyond Finance is an equal opportunity Employer*
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance Finance and HR teams. No placement fee will be paid to any third party unless such a request has been made by the Beyond Finance HR team.