Senior Associate, FP&A / Modeling & Analytics - Office of the CFO

Ankura is a team of excellence founded on innovation and growth.

Ankura Office of the CFO™ Role Overview

Ankura OCFO professionals serve as trusted partners, consistently delivering long-term value and results to a diverse clientele, ranging from middle-market enterprises to Fortune 500 companies. Ankura OCFO works with both private equity firms and corporate companies, across all industries. Members of the Ankura Office of the CFO team embody a collaborative spirit and entrepreneurial mindset, fostering ongoing growth and innovation in our collective efforts.

Solutions and Primary Focus Areas for this Role:

• Ankura Quality of FinanceTM: Assess a finance organization’s vision and strategy, operating model, organization design, processes, and technology; design and implement execution plans

• Financial Planning & Analysis: Establish business partnership through strategic long-range planning, budgeting, forecasting, and scenario modeling all enabled by technology

• Reporting: Design management reporting packages with focus on key performance indicators to facilitate management and achievement of financial goals

• Data Analytics & Visualization: Leverage analytics and visualization tools to influence decision-making and predict business outcomes with data-driven insights (Tableau, PowerBI, Alteryx, etc.)

• Balance Sheet and Cash Flow Optimization: Drive working capital improvements and greater transparency into cash flow reporting and forecasting

• Transaction Preparation and Execution: Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations

Requirements:

• Appropriate level will be determined through the interview process

• Strong intellectual curiosity and problem-solving skills with the ability to synthesize complex unstructured data rapidly and develop insights and recommendations

• Strong project management skills

• Excellent collaboration and communication skills: ability to work with clients, colleagues, and other stakeholders to define, influence, and drive change

• Ability to lead and motivate junior team members, promote innovation and diversity of thought, and train, coach, and mentor others

• Grit, passion, perseverance - ability to adapt to complex, dynamic situations and to deliver on commitments

• Participate in business development, marketing, recruiting, and practice development activities

• Expertise in Microsoft product suite

• Willingness to travel 70-80% of the time

• Demonstrate the highest degree of professionalism, ethics, quality, and integrity

• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Subject Expertise Matter (preferred):

• Graduate of accredited 4-year college / university with educational concentration in relevant areas (finance, accounting, economics, corporate strategy, statistics, analytics) preferred but not required

• 2-4 years of experience related to: Financial Planning & Analysis, Corporate Strategy, Financial Due Diligence, Restructuring, Investment Banking or Private Equity

• Proficient in financial statement analysis, financial modeling, and/or data analytics

• 2-3 years minimum experience in client facing consulting roles (investment banking, financial advisory, or consulting)

• CPA (or technical/ GAAP accounting expertise), FP&AC, PMP, Six Sigma or master’s degree preferred but not required

Technical Expertise (one or more of the following preferred):

• Modeling experience: 3-Statement, Long Range Plan, 13-Week Cash Flow

• Data analytics and visualization tools (e.g., Alteryx, Tableau, Power BI)

• General knowledge of financial ERP systems, business intelligence technologies, and other finance performance management tools (e.g., SAP, Oracle, NetSuite, Microsoft Dynamics, Workday Financials), including EPM (e.g., Hyperion Planning, Anaplan, Planful, Adaptive Insights)

For individuals assigned and/or hired to work in California, Colorado, or New York, Ankura is required to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the said markets and considers a broad range of factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.  The range does not include additional benefits outside of salary. At Ankura, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each role. A reasonable estimate of the current base pay range is between $65,000 to $155,000; this range is not a promise of a particular wage.

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Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email [email protected] or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.