Manage FP&A and accounting solutions, translating complex questions into data-driven analyses and building relationships across portfolio companies.
Waylin focuses on providing leading private equity firms with best-in-class finance, accounting, and data analytics services to optimize and automate back-office functions of portfolio companies.
Description:
Waylin Partners, a leading provider of FP&A and accounting consulting services, is looking for a Manager who is passionate about providing solutions to complex problems. At Waylin, you will be working directly with other experienced professionals to deploy FP&A and accounting solutions to enhance processes and bottom-line results at our client's portfolio companies. Specifically, your function at the client businesses will include:
- Translate complex questions into data-driven analyses to allow leaders to make informed decisions
- Structure and guide modeling efforts that drive strategic recommendations to key stakeholders
- Build and maintain collaborative relationships with teams across the portfolio company and private equity firm
- Transform data into useful information tailored to leadership needs through excel and other data visualization tools
- Develop executive level presentations to communicate and achieve consensus for recommendations
Specific Examples of Workstreams:
- Lead the budgeting process, preparing monthly forecasts, creating variance analyses and explanations
- Lead the preparation of monthly performance reports, financial analysis, and evaluation of historical trends.
- Continuously seek to improve the efficiency, accuracy, and timeliness of the forecasting and close process
- Provide business intelligence with financial results and key performance indicators to facilitate decisions
- Prepare and maintain various daily/weekly/monthly operational efficiency reports
- Assist in process improvements, cost reduction, automation, and system upgrades
- Build and maintain strong collaborative relationships with leaders and teams across the portfolio company
- Manage special projects and ad-hoc requests from senior management such as cash flow forecasts, SKU/customer profitability, operational reporting, etc.
Job Requirements:
- Bachelor’s degree in Finance, Accounting, Economics or any other quantitative field.
- 5+ years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting
- Advanced Excel user with the ability to produce dynamic financial models
- A thorough understanding of financial statements and 3-statement modeling
- CPA or CFA designations are a plus
- A sense of ownership and accountability, coupled with excellent communication skills
Similar Jobs
Cloud • Information Technology • Security • Software • Cybersecurity
Lead end-to-end Americas benefits and leave operations, owning HRIS data integrity, vendor/TPA and carrier relationships, SLA-driven performance, LOA lifecycle, compliance, and employee experience. Manage and develop a team of benefits specialists, drive operational improvements and automation, and partner cross-functionally (Total Rewards, Payroll, Legal) while integrating AI tools to increase efficiency.
Top Skills:
Ai ToolsHris
Artificial Intelligence • Enterprise Web • Information Technology • Productivity • Sales • Software • Database
Lead Apollo.io's paid acquisition engine across paid search, social, TV, audio, OOH, and emerging channels. Manage an 8-figure media budget, lead and mentor channel specialists, build measurement and attribution (pixels, server-side/CAPI, MMM), run systematic testing across creative/audience/landing pages, own forecasting and reporting, and partner cross-functionally to drive scalable, efficient pipeline contribution.
Top Skills:
AmplitudeAudio AdvertisingBingCapiConnected TvGoogle AdsLinkedin Campaign ManagerLookerMarketing Mix ModelingMeta Ads ManagerOoh (Out Of Home)Pixel (Tracking)Reddit AdsServer-Side CapiUtm Frameworks
Edtech • Information Technology • Software
Partner with Enterprise sales to design and run account-based marketing programs: customer webinars, field events, gifting/direct mail, vendor management, and measurement. Track attendance, engagement, pipeline influence, and optimize campaigns to support pipeline and close business.
Top Skills:
AsanaMarketing Automation ToolsSalesforceTableau
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute


