Waylin Partners

• Run proactive sourcing on LinkedIn Recruiter for active roles. • Draft and send personalized outbound messages; manage follow-up cadences. • Build and maintain talent pipelines for recurring roles across service lines. • Schedule interviews across time zones, balancing candidate and senior leader calendars. • Manage the full lifecycle: confirmations, reschedules, links, prep materials, follow-ups. • Serve as the primary point of contact for candidates throughout the process. • Maintain candidate data and stages in the ATS; keep the system clean and accurate. • Generate weekly recruiting reports — open roles, pipeline health, time-to-fill, funnel metrics. • Audit and improve ATS workflows as we scale. • Own the candidate experience from first outreach through offer and onboarding handoff. • Send timely, thoughtful communications at every stage. • Collect candidate feedback and surface trends to the TA team. • Provide white-glove coordination for partner-track and executive searches. • Schedule across senior leadership calendars with discretion. • Prepare interview materials, scorecards, and debrief sessions. • Manage job postings across LinkedIn, Indeed, niche boards, and the careers page. • Coordinate with recruiting agencies and search partners on active mandates. • Process referral submissions and support employer branding initiatives.

• Design, build, and optimize data warehouses, pipelines, and ETL/ELT processes to support enterprise reporting and analytics • Translate ambiguous business questions into scalable, data-driven solutions that help leaders make informed decisions • Develop automated reporting and analytics workflows, ensuring data accuracy, consistency, and timeliness • Build and maintain dashboards and visualization tools that synthesize complex data for finance and operational leadership • Partner with finance, accounting, and operational teams across portfolio companies to understand data needs and implement effective solutions • Implement best practices for data governance, data quality, and system architecture • Support integration efforts during acquisitions, system migrations, and new tool onboarding

• Design, build, and optimize data warehouses, pipelines, and ETL/ELT processes to support enterprise reporting and analytics • Translate ambiguous business questions into scalable, data-driven solutions that help leaders make informed decisions • Develop automated reporting and analytics workflows, ensuring data accuracy, consistency, and timeliness • Build and maintain dashboards and visualization tools that synthesize complex data for finance and operational leadership • Partner with finance, accounting, and operational teams across portfolio companies to understand data needs and implement effective solutions • Implement best practices for data governance, data quality, and system architecture • Support integration efforts during acquisitions, system migrations, and new tool onboarding • Designing and deploying a new cloud-based data warehouse (Snowflake, Redshift, BigQuery, etc.) • Optimizing an existing warehouse or data architecture to improve performance and reduce cost • Developing enterprise-grade dashboards (Power BI, Tableau, Looker, etc.) for monthly reporting, KPIs, and operational visibility • Automating reporting processes previously done in Excel or manual systems • Building financial and operational data models used for forecasting, profitability analysis, or executive dashboards • Supporting process improvement and system enhancement initiatives across finance, accounting, and operations • Managing ad-hoc technical projects such as API integrations, data migrations, or master data restructuring

• Lead accounting teams during interim roles • Own and manage the full financial close process • Prepare and review GAAP-compliant financial statements • Coordinate external audit and tax processes • Partner with FP&A to provide accurate actuals • Assess current-state accounting processes • Support ERP implementations and automate initiatives

• Translate complex questions into data-driven analyses to allow leaders to make informed decisions. • Lead finance/accounting teams during interim roles or times of need. • Structure and guide modeling efforts that drive strategic recommendations to key stakeholders. • Build and maintain collaborative relationships with teams across the portfolio company and private equity firm. • Transform data into useful information tailored to leadership needs through excel and other data visualization tools. • Manage more junior consultants and guide production of required deliverables. • Lead the budgeting process, preparing monthly forecasts, creating variance analyses and explanations. • Lead the preparation of monthly performance reports, financial analysis, and evaluation of historical trends. • Continuously seek to improve the efficiency, accuracy, and timeliness of the forecasting and close process. • Provide business intelligence with financial results and key performance indicators to facilitate decisions. • Prepare and maintain various daily/weekly/monthly operational efficiency reports. • Assist in process improvements, cost reduction, automation, and system upgrades. • Build and maintain strong collaborative relationships with leaders and teams across the portfolio company. • Manage special projects and ad-hoc requests from senior management such as cash flow forecasts, SKU/customer profitability, operational reporting, etc.

• Translate complex questions into data-driven analyses • Structure and guide modeling efforts • Build and maintain collaborative relationships • Transform data into useful information • Develop executive level presentations • Lead the budgeting process • Prepare monthly performance reports • Continuously seek to improve the efficiency, accuracy, and timeliness of the forecasting and close process • Provide business intelligence with financial results and key performance indicators • Prepare and maintain various operational efficiency reports • Assist in process improvements, cost reduction, automation, and system upgrades • Manage special projects and ad-hoc requests from senior management