Fractional FP&A Manager

November 5, 2024

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Escalon Services, LLC

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Escalon Services, LLC is a comprehensive business services provider offering a full spectrum of essential back-office operations such as accounting, bookkeeping, taxes, insurance, payroll, benefits, and recruiting. Serving over 5,000 clients, Escalon aims to be an integral part of growing businesses by taking care of their essential business services, thus allowing them to focus on growth and development. Escalon excels in optimizing financial operations, enhancing human resources functions, and managing business risks with their experienced team, tailored solutions, and strategic partnerships that foster trust and business efficiency. Escalon is recommended highly by its clients for its responsiveness, expertise, and ability to help businesses scale effectively.

Finance • Bookkeeping • HR • Accounting Services • Benefits

1001 - 5000 employees

Founded 2006

💸 Finance

👥 HR Tech

💰 Private Equity Round on 2022-10

📋 Description

• What does it mean to be a part of the Escalon team? • For nearly two decades Escalon has helped more than 5,000 companies across a range of industries to optimize their back-office processes. At Escalon, we deliver Essential Business Services to organizations so that owners and leaders can focus on the core of their business while Escalon takes care of the rest. We call it Escalon, And Done! Escalon’s simple and intuitive technology and outsourcing solutions significantly reduce the administrative costs and time needed to perform FinOps, PeopleOps, and Risk “back-office” services. “And done” is our simple way to describe how we deliver high-quality, exceptional service to our clients. • We’re looking for motivated and goal-driven team members who can do what it takes to make a company great. The reward is an exciting, flexible and creative environment with opportunities for professional and personal growth. As our name indicates, working at Escalon is taking the step on the ladder to long-term career growth and ultimately meeting your personal career goals. • If you share the Escalon values of free exchange of ideas, respect for differences and a keen focus on well-being we want to hear from you! • The primary objective of the FP&A Manager role is to oversee the financial planning & analysis function for Escalon clients on a fractional basis. This is a leadership position that is proactive and solution oriented, offering depth of experience to our clients in the fast-paced world of start-up finance and accounting. • Day-to-Day Responsibilities also include: Owning the finance function for your clients and help drive holistic strategy from a financial perspective • Build and own three-statement rolling forecasts; iterate as needed and hold performance accountable to budget and prior forecasts • Forecast cash flow accurately and anticipate financing needs well in advance • Build dashboards to track KPI’s, monitor channel and SKU performance, and other metrics as appropriate • Support financing processes (equity or debt) in whatever capacity needed • Serve as the second set of eyes for the controller/accounting team. Sanity check financials and identify possible bookkeeping mistakes • Primary responsibility and ownership for overall engagement level relationship with the client • Working with multiple client projects at one time in the startup and SMB space

🎯 Requirements

• 5+ years of strategic finance experience, including previous experience in credit analysis, private equity, investment banking, financial consulting, or a finance role at high-growth e-commerce/CPG, or Media & Entertainment company • Excellent three-statement financial modeling skills • Financial analysis acumen. Ability to evaluate financials from an investor’s perspective and make operational recommendations • Equal ability to support a senior finance executive (either the client or an Escalon CFO) or serve as the senior finance executive yourself • Strong knowledge of accounting (enough to spot possible mistakes) • Exceptional communication skills • Sophisticated depth of communication, analytical, and time management skills • Ability to be a trusted advisor to our clients • Maintain high attention to detail and strict deadlines • Comfortable in QuickBooks Online and Microsoft Office/Teams • Ability to multi task • Self starter, ability to work remotely and independently • Deal experience—the ability to run an equity or debt process on behalf of founders, experience in owning either side of due diligence in a deal process • NetSuite and other accounting system software experience • Entrepreneurial or operational experience • Startup experience

🏖️ Benefits

• Medical, Dental and Vision options • Life and Disability • STD/LTD • 10 Paid holidays each year • Flexible PTO • 401K Retirement Plan • Incentive compensation