Financial Planning & Analysis Partner (Remote)

Are you an experienced FP&A professional who values work/life balance as much as you love the impact your prowess with numbers can make on a business? Being a number-crunching superhero can require intense focus which is why you need plenty of flexibility and time for family, hobbies, and whatever else life throws your way.

Providing great accounting professionals with remote, work-from-home opportunities where they can still make a tremendous impact on our small to medium-sized clients. This has been at the core of our DNA since we opened our virtual doors in 2004. If you’re interested in working 20-30 hours per week during traditional daytime business hours for an award-winning organization leveraging cutting-edge technology to pioneer the work-from-home revolution, then we may have the perfect opportunity for you.

What We Do:

We have been empowering small business owners by taking accounting and operation support functions off their plates, allowing them to focus on their core business. Supporting Strategies’ experienced professionals use our cloud-based technology, virtual infrastructure, and proven process to deliver a full suite of outsourced accounting services.

Business growth has created fantastic opportunities for accountants who thrive on providing exceptional client service while seeking optimal work-life balance, as well as the strength of a Franchise network community of 645 employees and more than 100 offices across the U.S.

What you’ll do:

The Client Insights Partner (CIP) works with multiple clients to deliver financial planning & analysis (FP&A) services by leveraging accounting data, systems, and technology managed by our operations teams. The Client Insights Partner provides support to our clients to execute on their business’ objectives through effective planning, as well as measuring and monitoring their businesses’ performance. 

• Execute on the program’s implementation and ongoing client support.
• Partner with the Financial Operations team to leverage accounting information, processes, and systems to drive value, effectiveness, and efficiency of the Insights-aspect of the engagement.  
• Deliver the outcomes of the program in a manner that is digestible for the client and its audiences and will serve as a resource to the business’ leadership, providing ongoing FP&A support to assist in the management of their business.
• Successfully execute on the following Client Insights services in strict accordance with the Supporting Strategies Client Service delivery model including but not limited to the following areas. 
• Comprehensive Financial Reporting, Analysis & Support
• KPI (Key Performance Indicator) Development & Reporting
• Budgeting & Financial Modeling
• Cash Planning & Cash Management Support
• Cap Table Management
• Manage consistent and productive client communications while building strong understanding of each client’s business.
• Serve as a key resource and trusted advisor as it relates to the client insights’ services provided to maximize the value and longevity of the client engagements assigned. 
• Serve as an expert-user on all standard technology tools utilized in the provision of Client Insights including but not limited to QBO, Netsuite, Fathom, Carta, and Excel.  Research and bring solutions to your client engagements and to financial operations leadership as it relates to solutions to support clients’ needs and to impact greater value, insight, and/or efficiency.

What you’ll bring to the table:

• A minimum of a bachelor’s degree in Accounting, Finance, or Business is required
• A minimum of 8+ years of professional experience in Financial, Planning & Analysis roles
• Experience in financial analysis, budgeting, financial modeling, and executive reporting are required
• Strong core understanding of accounting concepts, income statements, balance sheets, and cash flow statements as well as their interrelationship is required
• Experience with Treasury Management and cash management a plus
• Advanced Excel skills are required
• Experience with Fathom or other advanced data analysis tools a plus
• Excellent communication skills and ability to distill information to a wide range of audiences