FP&A Specialist

Department: Escalon Finance & Accounting Team

Employment Type: Full Time

Location: Remote

Description

What You’ll Do:
As the FP&A Specialist you will help design, develop, and maintain our data pipelines, databases, and analytical systems. Overall, this role supports data-driven decision-making across the organization by delivering accurate and timely reports and improving data processes. This role collaborates with cross-functional teams to gather requirements, implement data solutions, and ensure the reliability and efficiency of our financial data infrastructure. This position reports to the Director of Global FP&A.

Day-to-Day Responsibilities also include:

Responsible for all functional support aspects of current FP&A applications (with ERP/GL experience) while we migrate to a new SAAS vendor platform (Netsuite) – very important

Experience with financial statements, including income statements, balance sheet, P&L, and cash flow forecasting.

Strategic thinker with demonstrated leadership elements and considerable independent judgment and initiative in carrying out project objectives.

Develop strategies for effective data analysis and reporting by working closely with Corporate Finance FP&A Controllers and managing a team to ensure data accuracy and leading to optimal processes and procedures for analytics team members to follow – Very important

Aptitude to learn newly introduced Financial ERP Cloud applications and ancillary Finance platforms.

Work with finance, operations, and Vertical Leaders to understand reporting needs, gather requirements, and ensure that the data provided supports strategic goals – Very Important
Data Analysis and Reporting: Gathering and analyzing data from different systems, to create detailed financial or operational reports that help teams make strategic decisions.

SQL Script Development: Writing and maintaining SQL scripts and stored procedures to extract, transform, and load data (ETL) from databases, ensuring data is accurate and up-to-date.

Report Customization: Using tools like Smart View and web forms to customize and build user-friendly reports that highlight key insights.

Troubleshooting and Support: Assisting end-users with report-related issues, troubleshooting any data discrepancies, and making sure that reports are meeting user needs and business requirements.

Automation and Optimization: Streamlining data processes by automating routine tasks and optimizing SQL scripts to improve efficiency and reduce manual work.

What You'll Bring

Must Haves:

Bachelor’s degree in finance / accounting

5 to 7 or more years of Program Finance or Cost Accounting experience / relevant experience or Master's with 2 plus years’ same experience.

Experience with financial statements, including income statements, balance sheet, P&L, and cash flow

Experience within Professional Services or FinTech industry.

Why You’ll Enjoy Working at Escalon:

We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well.

Medical, Dental and Vision options
Life and Disability
STD/LTD
10 Paid holidays each year
Flexible PTO
401K Retirement Plan
Incentive compensation

If you are hired at Escalon, your final base salary compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee’s geographic location. In addition to those factors – we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer.

Escalon is an equal opportunity/affirmative action employer.

More about us:

Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech-enabled platform to small- and medium-sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US-based remote workforce and global delivery team in India, Escalon’s solution fills a widening service gap in the SMB market, underpinned by (i) increasing demand for quality insights in an increasingly competitive marketplace (ii) decreasing supply of CPAs and quality in-house talent and (iii) the cost frictions associated with scaling internal back-office teams as businesses grow. For more information on Escalon: https://escalon.services/

Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross-sell/up-sell. Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers, often individually unable to scale due to lack of technology-enablement and offshore capabilities.

In late 2022, New Harbor Capital made a growth equity investment in Escalon Services.

About New Harbor Capital

New Harbor Capital is an experienced, lower middle-market private equity firm that seeks to partner with growth-minded, founder-owned companies. Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long-term visions. The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. New Harbor recognizes the importance of finding the right partner, and the firm is committed to helping its portfolio companies and their leadership maximize both personal and financial goals.

As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. New Harbor Capital has raised over $750M in capital across three funds and focuses on tech-enabled services, healthcare, and education services.

What You'll Bring

Why You’ll Enjoy Working at Escalon:

More about us:

About Escalon Services, Inc.