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Known advisory brand, mid-level (5 years) finance role and metro targeting drive high competition.
Advisory and FP&A skills transfer moderately across industries, favoring finance and consulting backgrounds.
Mandatory five-year experience plus technical modeling, Power BI and advisory skills create moderate filtering.
Lead and manage complex financial analysis and modeling projects including forecasting, scenario analysis, and cash flow assessments.
Develop and oversee budgets, rolling forecasts, KPIs, and performance dashboards aligned to client objectives.
Support mergers and acquisitions via due diligence, financial analysis, and business and tax review; mentor junior team members and contribute to client engagement and service delivery.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Minimum 5 years of relevant experience in finance, corporate advisory, FP&A, or related areas.
Advanced proficiency in Microsoft Excel; strong skills in Power BI, PowerPoint, and Word preferred.
CFA or similar credential (CPA, CA, MBA Finance) is preferred but not mandatory.
Experienced in managing multiple financial advisory projects simultaneously within fast-paced environments.
Strong skills in financial modeling, data analysis, and strategic financial planning relevant to corporate advisory contexts.
Capable of mentoring junior team members and delivering client-focused advisory services with relationship management.