Director of FP&A - Choreo

Choreo operates at an attractive intersection of the wealth and tax management ecosystems and serves over $24B of assets under management or advisement (as of March 30). 

The Director of FP&A position is a newly established role that will provide the individual with direct exposure to Choreo's senior management and the Board of Directors, including Parthenon Capital, a leading mid-market private equity firm. The position will report to Choreo's Chief Financial Officer. Specific responsibilities will include: 

Primary Responsibilities: 

• Performance Monitoring & Analysis: monitoring and analyzing trends in KPIs, identifying causes of variances, etc.
• Financial Analysis: monitoring and analyzing trends in company financials; develop and review financial statements utilizing Business Central / Solver reporting suite
• Budgeting & Forecasting: lead (and continually improving) budgeting and financial projections
• Communication & Reporting: responsible for monthly and quarterly financial and operating packages as well as materials for the Board of Directors
• Integration Support: supporting acquisition integration from a data and KPI perspective including data normalization and ingestion, actual vs. underwritten performance, synergy and earnout tracking, etc.
• Data Automation: collaborate with Choreo's IT and data science resources as a business partner to further enhance and automate Choreo's dashboarding capabilities (e.g., management dashboards, advisor dashboards)
• Ad-hoc Analysis & Support: supporting the senior management team and department heads with as required data-driven analysis 

Basic Qualifications: 

• 10 years of relevant work experience in FP&A or data / analytics related field; financial services sector experience, particularly wealth management, a plus
• Undergraduate degree in Business, Finance or other technical degree; MBA, CFA or professional accounting designation is recommended
• Knowledge of Business Intelligence reporting tools (e.g., PowerBI) and experience with Business Central/Solver ERP a plus
• Advanced skills in Excel including complex financial modeling, as well as advanced proficiency in PowerPoint
• Ability to report to the Charlotte, NC office full-time 

Desired Skillset: 

• Very strong analytical skills, strategic thinking and decision-making ability 
• Strong finance background and acumen including analyzing and forecasting financial statements  
• Highly organized with strong attention to detail; ability to work in a conscientious, consistent, and thorough manner  
• Ability to effectively operate with high energy and flexibility in a fast-paced, constantly evolving team environment  
• Effectively prioritizing and managing multiple projects and deadlines
• Develops and fosters relationships with key partners to collaborate on opportunities and engage in strategic planning
• Self-motivated with high level of interpersonal skills
• Highly collaborative, consultative, results oriented, an innovative solutions seeker  
• Commitment to data integrity and continuous improvement of data quality and QC processes
• Focused on execution and results with a "roll up your sleeves and get the job done" mindset