Financial Planning and Analysis (FP&A) - Senior Associate at Riveron

Chicago, Illinois, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Consulting, FinanceIndustries

Requirements

Bachelor’s in business or related field of study (Master’s is preferred)
Minimum of 4+ years of relevant experience, preferably a mix of consulting/investment banking roles and corporate or business unit FP&A roles
Mastery of financial modeling, specifically creating integrated, driver-based 3 statement models and 13-week cash forecast models
Experience within one or more of the following technologies: Corporate Performance Improvement (Adaptive Planning, Anaplan, NetSuite Planning & Budgeting, OneStream, Oracle FCCS, SAP BPC, or similar), Data Visualization & Analysis (Tableau, PowerBI, Alteryx)
Mastery of Microsoft Office Products, advanced Excel and PowerPoint skills
Advanced knowledge of accounting and finance, specifically the relationships between financial statements
Passion for developing and maintaining client relationships
Effective communication to a variety of audiences
Ability to thrive in an ever-changing, dynamic work environment
Ability to readily identify problems and instinctively look for solutions
Demonstration of analytical rigor and strong written and verbal communication skills
Enjoyment of participating in internal and external company initiatives such as community service, training, recruiting, and firm events
Ability and desire to travel as required based on client location

Responsibilities

Execute project plans and deliver solutions across FP&A domains including:
Performance visibility: deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
Financial planning: assist clients with developing forecasting and budgeting processes, implementing planning technologies and developing long-range models
Interim FP&A: support clients in an interim FP&A leadership capacity
Decision support: provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design

Skills

Key technologies and capabilities for this role

Financial Modeling3-Statement Models13-Week Cash ForecastExcelPowerPointTableauPowerBIAlteryxAnaplanAdaptive PlanningNetSuite Planning & BudgetingOneStreamOracle FCCSSAP BPC

Questions & Answers

Common questions about this position

What is the salary range for this Senior Associate FP&A role?

The salary range is $80,000 - $150,000 a year.

Is this a remote position or does it require travel?

The role requires the ability and desire to travel as required based on client location. Specific details on remote or office work are not provided.

What skills and experience are required for this position?

Candidates need a Bachelor’s in business or related field (Master’s preferred), 4+ years of relevant experience preferably in consulting/investment banking and FP&A, mastery of financial modeling including 3-statement and 13-week cash forecast models, experience with technologies like Adaptive Planning or Anaplan, and advanced Excel/PowerPoint skills.

What is the company culture like at Riveron?

Riveron values employees who thrive in dynamic environments, enjoy participating in company initiatives like community service, training, recruiting, and events, and demonstrate passion for client relationships, problem-solving, and analytical rigor.

What makes a strong candidate for this FP&A Senior Associate role?

Strong candidates have a mix of consulting/investment banking and corporate FP&A experience, mastery in financial modeling and planning technologies, advanced Excel skills, and soft skills like effective communication, client relationship building, and thriving in dynamic settings.

Riveron

Consulting firm for performance improvement and advisory

About Riveron

Riveron enhances business performance and explores new opportunities across various industries, including aerospace, healthcare, and technology. They provide tailored advisory services such as tax advisory, financial restructuring, and strategic consulting, acting as an extension of their clients' management teams. Riveron differentiates itself through a hands-on approach and a unified brand strategy that integrates multiple consulting firms, allowing for comprehensive solutions. Their goal is to help businesses navigate complex challenges and achieve strategic objectives.

Dallas, TexasHeadquarters

2006Year Founded

$5.2MTotal Funding

BUYOUTCompany Stage

Consulting, Government & Public Sector, Financial ServicesIndustries

201-500Employees

Benefits

Flexible Work Hours

Professional Development Budget

Hybrid Work Options

Risks

Integration challenges with Yantra may disrupt operations if not managed effectively.

South Florida expansion could strain resources if market growth expectations aren't met.

Technological integration issues with Numeric partnership may impact service delivery.

Differentiation

Riveron combines consulting, public accounting, and industry expertise for tailored business solutions.

The firm partners with private equity, corporations, and lenders for strategic transformations.

Riveron's integration of Conway MacKenzie, Winter Harbor, and GBI Consulting enhances service offerings.

Upsides

Riveron's acquisition of Yantra strengthens technology support for CFOs in tech-enabled sectors.

Expansion into South Florida taps into a fast-growing hub for private equity.

Partnership with Numeric offers AI-driven financial management solutions for improved financial clarity.

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