OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual’s global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company’s solution at www.onesourcevirtual.com.
POSITION OVERVIEW
Members of our Corporate Development & Strategy team will support executive decision-making and strategic development and ultimately help define, shape, and analyze the direction of our rapidly growing company. The person will work cross-functionally to generate and/or drive broad-ranging strategic initiatives, evaluate organic growth opportunities and M&A, and lead the generation of analytically driven and actionable insights to influence activities across the company. The person will be a self-starter and natural leader with excellent quantitative and verbal/communication skills. They will have the maturity and confidence to interface with company executives as well as humble self-aware personal styles that enable them to lead cross-functional teams to consensus around solutions. This role will have the opportunity to perform duties across FP&A, Strategy, Investor Relations, Treasury, Corporate Development and Strategy, and will have the opportunity to influence decisions up to the executive and Board level.
Roles & Responsibilities
° Be a part of Finance & Strategy, working with company executives in developing, implementing, and executing a variety of strategic initiatives and projects.
° Identify, prioritize, structure, and solve complex business problems, with analytics and sound business judgment.
° Lead analyses on key industry trends and dynamics (market, technology, competitors, consumers, etc.), and develop insights on the economic impact on our business.
° Assess market opportunity (addressable market, customer segments, geographic markets, etc.).
° Lead "research" engagements to develop and articulate perspectives on long-term topics and provide thought leadership.
° Build and maintain a variety of financial models, including (but not limited to) multi-year three financial statement models, unit economic analyses, capital investment models, customer cohorts, etc.
° Create and maintain investor and Board reporting, including supporting the creation of quarterly Board decks; interface with Board and investors on an as-needed basis.
° Support corporate development activities, including capital raising (debt & equity), spin-off’s, M&A, partnerships, JVs, etc., including interfacing with investment banks on regular basis.
Education & Experience
° A bachelor’s degree in the quantitative business discipline (such as finance, mathematics, or economics) or a liberal arts degree from a top-tier institution is required.
° 3 – 7 years of experience in an investment banking, private equity, or VC/PE-backed portfolio company required. Corporate strategy or management consulting experience is a plus but not required.
° Must be expert level with Microsoft Office based programs: Word, Excel, PowerPoint. VBA, SQL, Workday, and other similar skills are preferred but not required.
Knowledge, Skills & Abilities
° Analytics – Superior analytical skills and financial modeling capabilities are a must.
° People & Project Management – Strong organization skills; thorough understanding of the business, including customer base and complexity, project sizes, and deadlines, with the ability to structure complex strategic initiatives and work through technical issues and risks. Strong interpersonal skills with the ability to resolve conflicts, negotiate with all levels of personnel, identify issues, and present workable solutions in a simple, meaningful, and focused manner; ability to build rapport with all levels of personnel.
° Communication – Excellent communication, written and oral skills. Ability to comfortably and effectively communicate up to the executive and Board level.
° Organization – Ability to identify ways to streamline processes to meet leadership requests and deadlines; demonstrated excellence and detail-oriented organizational skills.
° Leadership & Professionalism – Positive, team-oriented approach required; ability to adapt style to influence others; ability to accept difficult situations and tasks and perform with the utmost professionalism; must be able to coordinate with other operating units (e.g., HR, IT, Recruiting) to ensure smooth operating environment; easily able to adapt to sudden change with a positive attitude. Must possess the ability to handle the highest level of confidential information. Flexibility to meet the changing needs of the role.
° Adaptability – Ability to thrive in an unstructured, fast-moving, and constantly evolving high-growth environment.
You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.