Operating Finance associate

Location: Home Office Base + 80% Travel
Organization: BeckWay Group Internal Hire

Job Description

The position is 100% execution focused. You will work directly with BeckWay Group’s Operating Directors and Partners to manage and assist in the delivery of strategic initiatives within our Private Equity portfolio companies. You will work side-by-side with executives within 1-3 portfolio companies at any given time. You will be responsible for implementing and coordinating a collection of transformation and/or improvement initiatives, this includes targeting, tracking, and triaging progress to increase and accelerate EBITDA growth. Additionally, you will be responsible for assisting in implementing and managing the use of proprietary project management software. Specifically, your function will include delivering on the following functions:

  • Working with Operating Partners and Directors, you will support cost estimating function. Assist in ensuring appropriate cost estimates are maintained and utilized to support pricing decisions.
  • Assist in development of annual business plan and periodic forecasts preparation, assist in preparation of revenue and direct margin plan and forecasts.
  • Assist in maintenance of 3-year business model to assist stakeholders with what if business scenarios. Assist in maintenance of cash flow budget and forecasts including 13-week cash flow.
  • Assist with monthly variance analysis of actual results to budget and forecast and provide timely and insightful analysis that drives financial improvement of the Company.
  • Assist with preparation of weekly/monthly operational KPI’s for locations, work centers and departments, as applicable.

To be successful, you are commercially knowledgeable, with a track record of contributions in a professional services environment. As part of our collaborative and hand-selected team, you will have the opportunity to realize exceptional results in our fast-paced environment, with constant opportunities to pursue your professional development and growth aspirations.


  • 1-3- years’ experience of incremental project and program management experience; including 2-plus years of related consulting in a professional services firm environment or as an in-house operations leader
  • Consistent track record of successfully executing engagements to desired results, meeting or exceeding client expectations
  • Recent and relevant experience in the area of operations (e.g., any combination of industry or service areas)
  • Experience working with Private Equity backed portfolio companies preferred
  • Synthesizes information quickly and applies good judgment driving quickly to deep insights into possible impacts and solutions
  • Articulate and persuasive communicator that handles executive and difficult audiences well and readily adapts style and message appropriately to audience and circumstance
  • Expert written communication skills with advanced proficiency in Microsoft Word, PowerPoint and Excel applications
  • Exceptional client service and interpersonal skills
  • Strong understanding of income statements and balance sheets, including topics such as distinguishing between cash and non-cash items, recurring v. one-off, the calculation of EBITDA and project Return on Investments
  • Analytical and effectively plans for and mitigates risks on projects and work steams

Education/Technical Requirements: Bachelor’s degree a technical or business concentration.

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Equal Employment Opportunity
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