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

Ankura Office Of The CFO

Ankura Office of the CFO (Ankura OCFO) was established to align with the strategic vision and changing needs of the finance organization. Our primary goal is to empower the success of CFOs by providing comprehensive, customized solutions that enhance business performance, promote operational efficiency and effectiveness, convert data into valuable insights, and position the finance function as a strategic partner within our clients' businesses.

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 Finance : 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

5-8 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)