Job Description
A bit about us: We are a boutique financial services firm headquartered in Atlanta with a focus on sophisticated capital and advisory solutions. Our team works with businesses, investors and financial sponsors on complex transactions and strategic financial needs.
We operate in a highly collaborative, entrepreneurial environment where finance is closely connected to the overall business. The Finance team partners directly with senior leadership and plays an important role in understanding performance, supporting strategic decisions and helping drive continued growth.
This is an opportunity to join a lean, sophisticated organization where your work will have meaningful visibility and impact.
Why join us? Why Join Us?
- VP-Level Finance Leadership
- Strategic FP&A + Corporate Finance
- Direct Partnership With Senior Leadership
- High-Visibility Role + Meaningful Business Impact
- Boutique + Entrepreneurial Environment
- Investment Banking / Financial Services Exposure
- Opportunity to Shape Finance Strategy + Infrastructure
- Atlanta/Buckhead Location
- Hybrid Schedule + 3 Days In Office
- Opportunity to Take Ownership of the Finance Function
Job Details A growing, boutique financial services organization is seeking an experienced VP of Finance to lead its financial planning, analysis and strategic finance functions.
This is a high-visibility leadership opportunity for a finance professional who combines strong FP&A expertise with strategic business acumen and enjoys working directly with senior leadership.
The VP Finance will take ownership of key financial planning and reporting functions while serving as a strategic partner to the organization's leadership team. The ideal candidate will be comfortable operating in a lean, entrepreneurial environment where they can both develop strategy and roll up their sleeves to execute.
Responsibilities:
- Lead the organization's FP&A function, including budgeting, forecasting and long-range financial planning
- Develop and maintain financial models to support strategic and operational decision-making
- Analyze financial performance, trends and variances and provide actionable recommendations to senior leadership
- Prepare recurring management reporting, financial dashboards and KPI analysis
- Partner with senior leadership on annual planning, forecasting and strategic initiatives
- Develop scenario analyses and financial models to evaluate growth opportunities and business decisions
- Monitor revenue, expenses, profitability and cash flow
- Provide financial insight into business performance and identify opportunities for improvement
- Establish and improve financial planning and reporting processes
- Partner with operational and business leaders to develop budgets and forecasts
- Prepare executive-level presentations and financial analyses
- Support strategic initiatives, transactions and other business-development opportunities as needed
- Evaluate financial results and translate complex data into clear recommendations
- Help develop and maintain appropriate financial controls, systems and processes
- Serve as a key financial thought partner to senior leadership
- Manage, mentor and develop finance team members as appropriate
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, Business or a related field
- 8+ years of progressive finance experience, with significant FP&A experience
- Prior Director, VP or comparable senior-level finance experience strongly preferred
- Strong financial modeling and analytical skills
- Advanced Excel skills
- Demonstrated experience with budgeting, forecasting and financial planning
- Strong understanding of financial statements and business performance
- Excellent communication and presentation skills
- Ability to communicate financial information effectively to senior executives and non-finance stakeholders
- Strong business judgment and strategic thinking
- Ability to operate independently in a lean, entrepreneurial environment
- Investment banking, financial services, private equity, advisory or professional services experience is highly valued
Preferred Background- Candidates with experience in one or more of the following environments are encouraged to apply:
- Investment Banking
- Private Equity / Private Credit
- Asset Management
- Financial Services
- Transaction Advisory / Deals
- Management Consulting
- Professional Services
- Boutique or entrepreneurial financial organizations
Work Schedule:
- This is a hybrid position based in Atlanta/Buckhead, with an expectation of working three days per week in the office.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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Job Tags
Work at office, Local area, 3 days per week