Role: FP&A Analyst
The Greenleaf team is looking for an FP&A Analyst who specializes in financial
modeling to support our growing client base. We currently have 2 different
projects that need support, so if you are interested in working with some
creative brands and building out operating models, budgets, and cash flow
models, this role is for you. We are looking for an analytical thinker who not
only likes working with data, but can use that data to tell a story, simplify
complex ideas, and make recommendations to client executive teams. This role
will also need to work closely with both outsourced accounting teams and
Greenleaf leadership to synthesize general ledger and accounting data into
recurring reporting for client management and boards of directors.
Greenleaf Advisory Partners is an advisory group helping company management
teams streamline financial processes, optimize technology, reduce costs,
project cash flow, staff departments and provide timely reporting to support
strategic planning. We provide CFO, FP&A, and strategic finance leadership to
clients across multiple industries.
**What we’re looking for**
* Minimum 3 years experience in complex financial modeling using Microsoft Excel
* Understanding of: * Financial statements (P&L, Balance Sheet, Cash Flow) * Building unit/product costing models * Pricing & Profitability Analysis * Rolling 13-week cash flow forecasts
* Advanced presentation skills and ability to use Microsoft Powerpoint to summarize complex ideas using charts, graphs and executive summaries
* Desire to learn new things, tackle complexity and work with data with many unknown variables
* Entrepreneurial mindset with the desire to transition into consulting full-time and build out a niche, strategic finance-focused advisory firm
* Ability to work directly with client leadership and articulate recommendations
* Willingness to make, own and correct mistakes
**System Experience (or similar)**
* Microsoft Suite
* ERP / Accounting: Netsuite, Quickbooks, Restaurant365, SAP, Stampli, Bill.com, etc.
* Business Intelligence: Tableau, Looker
* Productivity: Notion, Slack, Asana
Greenleaf Advisory Partners focuses on Finance, Venture Capital, Management
Consulting, and Private Equity . Their company has offices in New York City,
Boston, and Asheville. They have a small team that's between 1-10 employees.
You can view their website at <https://greenleafpartners.co>
