Financial Planning & Operations Manager

$ 100k USD/year  $ 50 USD/hour   40h/week   Remote Position   Long-term

Do you get excited when working with finance processes of a multinational group of companies, participating in mergers and acquisitions? Do you have experience investigating financial data flows, generating insights and implementing reporting solutions for large complex organizations? Do you wish you could generate brilliant business insights for a $1B organization in one click? If you are looking to work with some of the best talent in the world, tackle unique challenges emerging from newly acquired companies from around the globe and are capable of operating in a high growth environment, then this role is for you.

 
 
Why Crossover?
Be a part of the fastest growing private equity portfolio in the world. Join our rapidly expanding partner network. Support an expanding global network of clients. A key benefit of Crossover is that all our roles are location independent. Live and work anywhere: work from home, a coffee shop or at one of the many co-working spaces Crossover partners can access and collaborate.
 
 
WHAT YOU'LL BE DOING
INTERESTED? APPLY NOW!

You will utilize standard reporting & analysis platforms and data structures to architect, implement and deploy finance insight tools across the organization. The key to valuable insights will be to integrate data structures, automate finance analysis and merging of complex finance flows of a multinational and heterogeneous corporation.

You will collaborate with finance and engineering teams to investigate finance flows, converting business requirements into reports and insights of enterprise quality.

You will design reports, integrate data and implement planning and analysis reports,

You will train the reporting team, design support procedures, lead work streams, continually improve processes and outcomes, the success of which will be judged on simplicity and effectiveness.

 

 
KEY RESPONSIBILITIES

Manage operations of Finance functions (A/P, A/R, Treasury, Reporting, General Ledger) in a multi-national company, maintaining the day-to-day productivity of the team, inventing and implementing productivity practices

Provide coordination with customers, banks and service providers responsible for ongoing finance transaction management, services, and reporting, accounting support, operations support

Monitor and manage the compliance with all relevant prescriptions, agreements, and indentures. Understand thresholds for debt/credit leverage, periodic reporting and compliance certificates requirements and due dates

Maintain corporate policies and procedures in a scope of responsibility. Ensure compliance with all respective regulations in areas of responsibility. Ensure efficiency, effectiveness and transparency systems

Participate in capital structure transactions, acquisitions, restructuring, both analysis, and execution

Coordinate with Financial Planning and Analysis to plan and execute effective on-going and forecasting processes. Develop and support initiatives to improve working capital management effectiveness

Provide support on presentations to Sr. Management and the owners, as needed


ADDITIONAL KEY RESPONSIBILITIES:
› Fostering an environment for mutual success
Managing and staffing a team
- Hiring of new team members for our global team.
- Driving team members’ success
- Off-boarding team members

Driving & Supporting team members’ success
- being aware of people’s strengths & weaknesses
- staff according to these parameters
- running corporate management framework (goal setting and monitoring) - maintain playbooks, metrics, goals for new staff.

Carefully navigating sensitive situations and tasks, both internally and externally
- appreciating different perspectives, while driving toward solutions

Provide support to M&A transactions


›Driving efficiency improvement solutions and iteration
Suggestion of new processes to increase efficiency and productivity

Planning, executing, and reviewing approved suggestions within the company

Documentation. All of the hard work everyone does needs to be documented and listed somewhere, particularly the business processes

Relationship-building with external customers and vendors. Some of the tasks include discussing contracts and rates with vendors and getting better terms and results.
 
CANDIDATE REQUIREMENTS

Bachelor’s Degree (MBA preferred) in Business, Finance, Accounting or a related field

CPA, ACCA, or CFA required

Minimum of 7 years experience working as a controller or finance manager under US GAAP responsible for the end to end financial closing process with revenue upwards of $100 million

Significant experience with internal and external audits including interactions with auditors

Experience in Finance in and IT / Production organization

Experience with large corporate finance ERP (Microsoft Dynamic ERP, SAP, Sage, Paragon, NetSuite)

Budgeting and forecasting background as an owner for this function in global companies

Ability to think clearly in difficult situations

Ability to triage, quickly identify the most critical issues & put smaller issues to the side

Maintain focus on the larger problems (not losing these smaller issues and giving them some progress, though)

Experience multi-tasking, managing priorities, knowing what needs to be done first and what can wait. Not necessarily in the order received

Working remotely, available at least partially during US business hours

Proficient in both written and spoken English, and excellent communication skills

M&A transaction experience is an important plus


THIS ROLE MAY BE A GREAT FIT IF:
You are well-organized, accurate in details, attentive and structured. You have a creative mindset to determine the best way to solve a particular problem since there could be multiple solutions.

You keep communications with all interested parties, create a clear visibility: about current team status and provisioning of results for Sr. Management; about targets, focus and priorities for the staff under your supervision.

You’re not a lone-wolf; you enjoy working as a team and like bouncing ideas off of each other.
 
 
ONLINE HIRING EVENT



A hiring event is a scheduled online event where all our relevant testing relating to a role is conducted on the same day. Submissions received during the event are graded the following week, and successful candidates notified if they have progressed to the next round which is an online interview with a Hiring Manager.

 
 
CAREER GROWTH OPPORTUNITIES


Experience Scale and Intensity

Crossover gives you unprecedented visibility to the top technology companies throughout the globe. We will teach you our radical operating model which includes rigorous measurement and continuous improvement, and our approach to process simplification and standardization at a weekly pace of execution. You will obtain a wealth of practical experience in financial M&A combined with the opportunity to continuously hone and refine your skills, using revolutionary and radically differentiated processes in a high-intensity environment.
 
Continual Improvement

With our culture of setting SMART goals, you will receive candid feedback weekly instead of waiting for quarterly or annual reviews to help you take timely corrective actions for your overall learning and development.
CAREER PATH
YES - YOU WON'T STOP HERE!

Finance Role Level L1 L2 L3 L4 L5
Job Title Finance Analyst (L1 FA) Finance Relationship Manager (L2 FA) Finance Planning & Operations Manager (L3 FA) VP of Finance (L4 FA) SVP of Finance (L5 FA)
Compensation $15/hr (~$30k/yr) $30/hr (~$60k/yr) $50/hr (~$100k/yr) $100/hr (~$200k/yr) $200/hr (~$400k/yr)
Role Type Individual Contributor Individual Contributor Individual Contributor and Team Lead Individual Contributor and Team Lead Individual Contributor and Team Lead
Job Title
(at typical previous job)
Finance Analyst, Accounting Specialist Senior Accountant, Internal Auditor, Big 4 audit Associate, Team Leader. Senior Accountant, Controller, Internal Auditor, Big 4 audit Associate. Senior Controller, Big 4 manager / executive. International Enterprise Finance Manager, Senior CFO, Big 4 manager / executive.
Work Experience 3+ years experience in corporate finances with international transactions.

3+ years experience in a team of at least 3 people
5+ years of experience in finance / accounting with international transactions.

2+ years experience in a team of at least 10 people
5+ years Controller experience, owning the audit / compliance line end-2-end.

10+ years of experience with internal / external audits, interactions with auditors / as auditor with customers.
10+ years of experience of managing Finance teams of 30+ people, responsibility for compliance of international companies with 10+ subsidiaries / $100M+year turnover. 15+ years of experience of managing Finance teams of 100+ people, responsibility for compliance of international companies with 10+ subsidiaries / $1B+year turnover.
A good fit for... Specialists with strong finance skills, finance math,problem solving, accurate and responsible.

They care a lot about creating simple, clean accounting and finance processes. They have opinions about how to clean up processes,automate them, use accounting / ERP software functions to improve daily tasks
Professionals with strong interpersonal skills, especially specific to persuasion, influence, and negotiation. Have a track record of being able to influence indirect parties and shared services functions to accomplish client objectives.

Excellent communicator.

Possesses strong relationship-building skills.
Experienced auditors with strong finance AND communication skills, Auditors interaction, compliance-focused, end-to-end process management, problem solving.

They focus on efficient and smooth external interaction, alignment with internal procedures, supporting profitability and strategic vision. They build and clean up processes,automate them, use accounting / ERP software functions to improve compliance, amd daily tasks and communications.
Experienced managers of Finance processes and Teams, with great communication skills, including interaction with auditors, top-managers internally and externally.

They support P&Ls, efficiency and great strategic perspective of corporate Finances, clean processes, internal and external compliance. They are great communicators, enjoy developing talent on a team by giving clear and frequent feedback.
Experienced managers of Finance processes and Teams, with great communication skills, including interaction with auditors, top-managers internally and externally.

They support P&Ls, efficiency and great strategic perspective of corporate Finances, clean processes, internal and external compliance. They are great communicators, enjoy developing talent on a team by giving clear and frequent feedback.
Core Deliverables Finance transactions processing

AP, AR, GL transactions, clear balances.
Accurate budgeting and finance reporting.

Develop context for the businesses and be able to provide operational insights to team based on financial data
External audits, internal closes

Successful collections, audits passed,smooth customer interactions
Hire and Grow efficient Finance Planning & Operations Managers

Maintain clean and compliant Finance processes
Hire and Grow efficient VPs of Finance

Build and maintain emerging Finance organization,providing great service to businesses.
Financial Experience 3+ yrs YES YES YES YES YES
Management experience NO YES NO YES YES
Makes the most Important Technical Decisions (ITDs) regarding data structures, algorithms, third-party technologies.
Is able to communicate them clearly in writing.
NO YES YES YES YES
Interviews, Trains, and Coaches resources. Reviews work and makes decisions simpler and more clear. NO NO NO YES YES


 
 
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