SVP/VP Financial Analytics

Reporting directly to the Managing Principal and Founder, as the Senior Vice President of Financial Analytics, you will play a crucial role in establishing our fractional advisory business around CFO Advisory, with a keen focus on Strategic Finance, Analytics, Planning and Forecasting. This is a unique opportunity for an experienced finance professional.

How you'll contribute:

Client Finance Analytics Advisory: Work with clients. Helping to:

  • Build Core finance infrastructure, for example Budgeting, Planning and Forecasting models, Analytics models and Long-Range planning models

  • Build processes including business reviews, pitch decks, fund raising proformas

  • Finalize Chart of Accounts, basic accounting structure

  • Provide guidance and support in evaluating strategic business decisions, launching new products and services, managing expenses and benchmarking compensation

  • Analyze any M&A opportunities, performing due diligence, building projections and models

  • Evaluate and recommend path towards ERP and Planning systems and implementation

  • Conduct vendor procurement analysis, contract negotiations

  • Manage cash positioning including operating runway calculations and projections

  • Ensure regulatory and tax compliance

  • Analyze business expansion opportunities

Business Development: Expand the core business by soliciting new opportunities:

  • Leverage formal and informal networks

  • Participate in business forums and present Echelon’s USP

  • Provide thought leadership and advise

  • Travel and meet with potential clients

Internal Leadership: Build the Echelon Brand:

  • Provide support for internal business processes

  • Conduct interviews for internal hires and help in identifying and selecting candidates

  • Provide internal analytics oversight

Qualifications:

Education:

  • Bachelor’s Degree

  • Master’s Degree in Business or Finance/CPA/CMA

Experience:

  • 10+ Years of relevant experience in finance analytics, planning and strategic finance functions

  • Strong knowledge of GAAP

  • Experience in building and leading budgeting, planning, and forecasting for businesses of different scale (early stage to Fortune 50)

  • Experience in building complex financial and analytical models

  • Experience in leveraging ERP and Planning tools

  • Public company experience

  • Recruiting experience, including identifying, interviewing and developing talent