Jobs at Alumni Ventures Portfolio Companies


Sr Financial Analyst



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IT, Accounting & Finance
Georgia, USA
Posted on Friday, February 2, 2024
Job Description

The Senior FP&A Analyst supports the analysis and development of the financial information required to successfully support the company's goals and objectives. Work with people at all levels of the organization (senior management, functional leadership, and staff) to report, monitor and manage key financial and non-financial performance and is primarily focused on the development, review and distribution of financial reports, presentations and metrics to support the operational performance of the company.

Essential Functions

  • Initiate and lead weekly review and forecast of current business trends.
  • Prepare financial reporting materials for the company's Board and executive management and provide financial analysis for other stakeholders.
  • Update various management reports (trends, KPI's, overhead expenses, etc.)
  • Support, analyze, and assist in the preparation and review of the company's annual operating budget and forecast.
  • Develop integrated revenue/expense analyses, projections, reports, and presentations as requested.
  • Develop analysis regarding key customers, new business opportunities and other operational areas.
  • Collaborate with the Pricing Team to help facilitate a bridge between Finance and Commercial initiatives.
  • Work closely with the Accounting Team to support the monthly, quarterly, and annual financial close process to ensure timely reporting and analysis.
  • Responsible for developing financial modeling, financial statement analysis, decision modeling, reporting and ad-hoc analysis to support strategic initiatives.
  • Other duties assigned to ensure overall departmental efficiency.

Other Duties

  • Research variances to ensure data accuracy.
  • Follow up on related data quality issues; assist in the continued development of modeling tools.
  • Provide backup and support to the Pricing Team located within the FP&A Group Other duties and responsibilities as assigned.
  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.


  • Able to conduct analysis and tasks with limited supervision; possess a solutions-oriented attitude when tasked with new projects.
  • Strong organizational and planning skills with ability to set goals and objectives to efficiently meet tasks.
  • Self-motivated to be able to lead projects.


  • This is an individual contributor role and has no leadership responsibilities.


  • This position is in Alpharetta, GA or Chicago, IL and operates in a professional office environment.


  • Days and hours of work are Monday through Friday, 8am-5pm.
  • Occasional overtime may be required as job duties demand.


  • Minimal to no travel is expected for this role.

Minimum Required Education & Experience

  • Bachelor's degree in Finance, Accounting or Economics is preferred. MBA is a plus.
  • Must have 8-10 years' experience in a similar Finance role; Leasing or automotive industry exposure is a plus.
  • Experience with One Stream is preferred
  • Advanced Excel modeling skills and understanding of macros and data cubes is required.
  • Excellent communication (verbal and written) skills required.

EEO Statement Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.

Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.

This job is no longer accepting applications

See open jobs at Wheels.