Director, FP&A​/Modeling & Analytics - Office CFO

Ankura is a team of excellence founded on innovation and growth.

Ankura Office of the CFO™ (Ankura OCFO™) was established to align with the strategic vision and changing needs of the finance organization. Our primary goal is to empower the success of CFOs by providing comprehensive, customized solutions that enhance business performance, promote operational efficiency and effectiveness, convert data into valuable insights, and position the finance function as a strategic partner within our clients' businesses.

Ankura OCFO professionals serve as trusted partners, consistently delivering long‑term value and results to a diverse clientele, ranging from middle‑market enterprises to Fortune 500 companies. Ankura OCFO works with both private equity firms and corporate companies, across all industries. Members of the Ankura Office of the CFO team embody a collaborative spirit and entrepreneurial mindset, fostering ongoing growth and innovation in our collective efforts.

Level will be determined through the interview process.

• Ankura Quality of Finance:
  Assess a finance organization’s vision and strategy, operating model, organization design, processes and technology; design and implement execution plans

• Financial Planning & Analysis:
  Establish business partnership through strategic long‑range planning, budgeting, forecasting, and scenario modeling all enabled by technology

• Reporting:
  Design management reporting packages with focus on key performance indicators to facilitate management and achievement of financial goals

• Data Analytics & Visualization:
  Leverage analytics and visualization tools to influence decision‑making and predict business outcomes with data‑driven insights (Tableau, Power
  
  BI, Alteryx, etc.)

• Balance Sheet and Cash Flow Optimization:
  Drive working capital improvements and greater transparency into cash flow reporting and forecasting

• Transaction Preparation and Execution:
  Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations

• Graduate of accredited 4‑year college / university with educational concentration in relevant areas (finance, accounting, economics, corporate strategy, statistics, analytics) preferred but not required

• 5‑8 years of total experience related to:
  Financial Planning & Analysis, Corporate Strategy, Financial Due Diligence, Restructuring, Investment Banking or Private Equity with 2‑3 years minimum experience in client‑facing consulting roles (investment banking, financial advisory, or consulting)

• Proficient in financial statement analysis, financial modeling, and/or data analytics

• CPA (or technical/ GAAP accounting expertise), FP&AC, PMP, Six Sigma or master’s degree preferred but not required

• Modeling experience: 3-Statement, Long Range Plan, 13-Week Cash Flow

• Data analytics and visualization tools (e.g., Alteryx, Tableau, Power BI)

• General knowledge of financial ERP systems, business intelligence technologies, and other finance performance management tools (e.g., SAP, Oracle, Net Suite, Microsoft Dynamics, Workday Financials), including EPM (e.g., Hyperion Planning, Anaplan, Planful, Adaptive Insights)

• Strong intellectual curiosity and problem‑solving skills with the ability to synthesize complex unstructured data rapidly and develop insights and recommendations

• Strong project management skills

• Excellent collaboration and communication skills: ability to work with clients, colleagues, and other stakeholders to define, influence, and drive change

• Ability to lead and motivate junior team members, promote innovation and diversity of thought, and train, coach, and mentor others

• Grit, passion, perseverance - ability to adapt to complex, dynamic situations and to deliver on commitments

• Participate in business development, marketing, recruiting, and practice development activities

• Expertise in Microsoft product suite

• Willingness to travel 70‑80% of the time

• Demonstrate the highest degree of professionalism, ethics, quality, and integrity

• Must be legally authorized…