Finance

Our expertise is your opportunity.

O | Finance Recruiting Verticals:

Corporate FP&A (Financial Planning & Analysis) – supports corporate goals through financial analysis, reporting, planning, budgeting / forecasting, and financial modeling of operational indicators. FP&A teams provide financial recommendations to stakeholders and external investors in some cases. (if publicly traded or under a PE ownership structure). Responsibilities:

  • Supporting the annual budgeting and quarterly re-forecast processes including the integration of the ERP system into these processes
  • Taking ownership of the corporate department budgets, re-forecasts and variance reporting
  • Providing FP&A support to various operating units
  • Consolidating monthly budget/forecast vs. actual reporting from the operating entities

Topics to consider when hiring FP&A teams:

  1. What is the purpose and role of the FP&A group for an organization?
  2. What are the ideal intangibles for an FP&A professional?
  3. What new technology is becoming essential for FP&A groups?
  4. How to retain top corporate finance talent?

Functional Finance – business partnering with specific groups across the organization by providing strategic financial analysis used in operational decision making. Some examples include:

  • Senior Financial Analyst, Marketing – supports the analytics of marketing and promotion (advertising) spend.   Show Responsibilities
    • Building out marketing mix models to optimize marketing and promotion strategy and recommending allocation of budgets under various scenarios
    • Evaluating attribution financial modeling approaches and paths to conversion to better understand seasonal dynamics of channels and changing marketing and promotion tactics
    • Collaborating with data scientists to build promotion models to measure and predict effectiveness of each advertising campaign.
    • Daily business partnering with Customer Insights, Brand and Performance Marketing, Customer Analytics, and Planning teams
    • Developing & validating data sets pulled from CRM, Google analytics, cross-channel buying platforms and other third-party sources.
  • Lead Finance Business Partner, Pharma R&D  – function supports Scientific Research & Development team on each new treatment in development – providing valuable financial data around budgeting, tracking R&D headcount versus forecast and more.   Show Responsibilities
    • Delivering monthly inter-company R&D expense re-charge analysis to support Legal Entity modeling
    • Designing R&D financial consolidation reports for Science & Operational leadership
    • Collaborating with R&D Strategy, Portfolio, and Project Management to identify financial risks and opportunities
  • Finance Manager, Gross To Net – finance groups within large Pharma companies support Gross to Net Managed Care, Medicare Part D and Channel customer segments. They work closely with partners from across G&A, R&D, Business Units, Gross to Net, and the broader finance organization to support forecasts, “actuals” reporting, and create clear communication to senior management.
  • Finance Manager, supporting International Manufacturing
  • Senior Compensation Analyst, HR   Show Responsibilities
    • Becoming a subject matter expert on the various compensation plans
    • Partnering with Human Resource Business Partners by providing analytics and supporting financial data to consult Divisional and Executive
    • Management as they are making compensation-related decisions
    • Partnering with IT to improve the compensation systems & configuring incentive compensation plans for Sales & BD Teams
  • Construction Finance

Corporate Business Development / Mergers & Acquisitions:

  • Focus: Valuations Analysis, Competitive Analysis, “What / if” scenario projects, business partnering with C-Level executes on strategic company expansion efforts (M&A), financing transactions (Debt Restructuring), IPO related projects / S1 filing.
  • Qualifications for this career track are usually very industry specific, especially for Technology (SaaS) and BioTech / Pharma companies. Corporate BD (M&A) teams often target Investment Banking experience – here is why:

Sales Operations – function supports the Head of Sales with KPI’s (Key Performance Indicators), client specific profitability analysis, geographical expansion analysis projects, and more.

Helpful Designations & Education Related Resources for Finance Careers:

  1. CFA (Chartered Financial Analyst) – 3 Exams
  2. CIPM (Certificate in Investment Performance Management) – 2 exams
  3. Top MBA Programs in Mass –  Based on hiring patterns observed in Greater Boston over the past 15 years – Origin Staffing Top “Career Value Added” Picks include: Babson College, Tufts University, Boston College, Northeastern University, Boston University. (excluding Harvard & MIT programs)
  4. 30 Most Affordable Masters of Finance Degree programs nationwide
  5. Fun Video explaining the difference between: Corporate Financial Analyst, Investment Banking Analyst, Venture Capital Analyst, Mutual Fund Analyst, Hedge Fund Analyst, Buy Side Analyst, Sell Side Analyst, Wealth Management Analyst –>

O | Representative Direct Hire Corporate Finance Searches:
Financial Analyst, Business Analyst, Senior Financial Analyst, FP&A Manager, Sales Operations Manager, Senior Finance Manager, Finance Director, VP of Finance, CFO (Chief Financial Officer)

Interview Preparation for FP&A professionals in Technology (SaaS) and E-Commerce industries – helpful videos and interview questions

Confidentiality

Every search is kept extremely confidential. Period.

Over-Communication

There is no such thing as too much information in our book. We’ll keep you “in the know” at all times.

“Know your craft”

… is our #1 company motto for all recruiters. IE, you’ll be in very capable hands throughout any process.

Timing

Whether timing is ASAP or there is a timeline of 6-12 months; we’ll customize the appropriate search strategy.

Passive Searches

“Open to something great, but not actively looking” – lets discuss the definition of great & we’ll help you find it.

Integrity

Our word is our bond, simple as that.

7-Step Origin Staffing Candidate Process

Results are achieved by understanding the “why”. Details matter. Let’s partner up & get it done.
  • Introductory Call / Meeting
  • Resume Strategy
  • Determining search parameters
  • Origin Staffing will only show you opportunities within set parameters. We always present the whole story behind the openings – including describing the company’s business infrastructure / future growth plans, reason for opening, team structure, general compensation & benefits info, job description and most importantly any specific color on the opportunity directly from the hiring manager.
  • We NEVER send your resume to any companies until we receive your permission – “Green light with interest to pursue”
  • Every company has a different interview process – some just want to get to know you, some will grill you on a technical level, some expect you to know specifics about them, some have deal breaker parameters not shown on the job description. This is only on a company level. Then each interviewer has their own style.
  • We’ll prep you to help navigate this minefield, and make sure you make a great 1st, 2nd and sometimes 3rd impression.
  • On the other side – most interviews are very informational in nature – hence we’ll help you fine-tune the appropriate questions to ask (and sometimes most importantly to avoid) to get the information necessary to make the right decision @ the end of an interview process.
  • This happens early in the process, in the middle of interviewing, and at the “decision step”. Origin Staffing is incentivized to make sure you are excited about an offer package.
  • References, Giving Notice, Background Checks, taking time off in between positions, making the right 1st impression with the new company. All of these steps can be tricky to navigate – we’ll be there by your side offering support & guidance.
  • Over 80% of our business is from referrals – we’d love to stay in touch long term & be your “Go To” recruiting agency in Boston for the remainder of your career. Your professional interests will evolve over the years and we’ll be there to support you.
  • Additionally, as you progress your career and have direct reports to hire, we’ll be there to fill out your team with top talent.