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Manager of FP&A ACE (Foundation Partners Group)

Winter Park, Florida

Access Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $2.8 billion in assets under management. Founded in 2013, Access provides direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America. We undertake active build-and-buy strategies, pursuing what we want to own, great markets and distinct business models. In doing so, Access partners, scales, and innovates to build enduring businesses. For more information, please visit www.accessholdings.com.

Access Holdings Overview:

Access Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $3 billion in assets under management. Founded in 2013, Access provides direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America. We undertake active build-and-buy strategies, pursuing what we want to own, great markets and distinct business models. In doing so, Access partners, scales, and innovates to build enduring businesses. For more information, please visit www.accessholdings.com.

 

Access Executive Development Program Overview:

Access is seeking outstanding candidates for its Access Creating Executives Program (“ACE Program”). The position provides hands-on experience and exposure to key operational best practices and tactics of Access’ portfolio strategy execution.

Candidates (“ACEs”) join the ACE Program as senior team members of an Access portfolio company, directly supporting and reporting to C-Suite executives in key operational functions including Finance, M&A / Strategy, Development and Marketing. ACEs are expected to improve, execute, and document best practices within the key roles, developing a meaningful operational skillset.

ACEs will attend and participate in Access activities, training sessions, and summits with other executives and ACEs across the Access portfolio. ACEs will work with Access to build skillsets, report out to other ACEs, develop playbooks, and train executives where appropriate. They will leverage key learnings across the current and future portfolio, while also driving projects and new investment opportunities.

The portfolio Company and Access will jointly evaluate each ACE’s performance; top performers may have the opportunity to progress into other areas of the Access Holdings ecosystem. ACEs will be well-positioned to move into a C-Suite position within one of Access’ portfolio companies or on the Access investment team.

 

Company Detail:

Company: Foundation Partners Group

Industry: Death Care Services

Location: Winter Park, FL / Hybrid

Revolutionizing the funeral industry means blazing new trails, creating new ideas, developing strong relationships, preserving legacies, and compassionately caring for Families. With over 200 locations across the country, Foundation Partners Group is continuing to expand our reach, but we only do this with exceptional team members ready to embrace the future of the funeral industry.

Our Team Members are vital to the health of our funeral homes, and we value the insight, ideas, and passion they bring every day to compassionately care for our Families. FPG is transforming the funeral industry one life, one family, and one community at a time. Join us as we revolutionize the funeral industry across the nation.

 

Responsibilities:

The Manager FP&A plays a pivotal role in FPG’s financial success, and this role’s responsibilities are essential in the company’s goal to drive a high level of focus, transparency and actionable intelligence around its corporate finance, operational and G&A performance.

The Manager’s responsibilities include serving as a trusted Finance leader with a core focus on strategic corporate analysis and operations finance. Key areas of focus include close partnership with the CFO, VP Finance and Operations Leadership Team to drive transparency and accountability around reported and pro forma definitional EBITDA, marketing effectiveness, and ongoing Revenue performance and Expense management in the Field and Corporate functions.

The successful candidate will assist the organization in fulfilling the following:

  • Prepares and analyzes financial statements, operational metrics, and KPIs; summarizes findings and translates into simple and actionable oral and/or written observations that tell a clear story
  • Establishes and maintains expertise around credit agreement to assist in pro forma analysis for compliance and planning purposes
  • Assists in updating long-range plan
  • Assists in building presentations for board, sponsor, equity and internal executive teams
  • Maintains ongoing working relationship and connectivity with senior operations leaders and corporate office functional leaders; Shows active engagement and leadership with immediate peer team
  • Leads and supports ad-hoc reporting requests and other special studies
  • Masters use of ERP and dashboards and leverages these tools to perform job functions at a high level
  • Assists/leads in the development of the annual budget and mid-year forecasts
  • Actively uses knowledge and skills to make recommendations for process improvements and other efficiencies
  • Meets deadlines related to all Company reporting obligations, policies and procedures

 

Characteristics:

  • Analytical – Able to assess complex data sets, identify trends, and consolidate multiple sources of data in a manner conducive for C-Suite Management to make future business decisions.
  • Problem Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations.
  • Project Management--Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
  • Strategic Thinking--Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
  • Planning/Organizing—Highly organized and uses time efficiently; Sets and communicates realistic goals;
  • Innovation--Displays original thinking and creativity; Meets challenges with resourcefulness; takes initiative to pursue tasks independently and seek guidance where appropriate; Generates suggestions for improving work; Develops innovative approaches and ideas.
  • Oral Communication—Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Acknowledges requests promptly; Responds to questions with a sense of urgency; Demonstrates group presentation skills.
  • Written Communication--Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively.

 

Requirements:

  • Bachelor’s degree in finance, economics or related field required
  • Requires minimum five years of experience in corporate finance, accounting, or other related positions
  • Excellent communication and interpersonal skills
  • Experience in financial reporting, analysis, and budgeting
  • Proficient in Excel, including modeling best practices
  • Experience in Adaptive Planning and Workday a plus
  • Highly organized with ability to meet tight deadlines
  • Critical thinker that thoroughly evaluates all potential accounting implications and solutions associated with a particular issue
  • Ability to concisely articulate observations and point of view to both financial and operationally focused team members
  • Excellent oral/written communication, presentation skills to senior leadership, and a proven ability to build relationships
  • Positive, inquisitive, team orientated, and solutions driven
  • Ability to make decisions and recommendations based on financial and business analytics in both individual and group settings
  • Demonstrated analytical and critical thinking skills

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