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Senior Financial Analyst - FP&A & Valuation

RSM US LLP
USD 101,000 - 203,000 / year

About this role

Job title: Senior Financial Analyst - FP&A & Valuation

About the Role

We are the leading provider of professional services to the middle market globally, and this role supports strategic finance, FP&A, and transaction-related engagements with complex financial analyses and modeling.

What You'll Do

  • Executes and reviews complex financial analyses and models in support of strategic finance, FP&A, and transaction-related engagements.

  • Develops and reviews operating, cash flow, valuation, and transaction models to support client planning, investment, and deal decisions.

  • Analyzes current and historical financial data to assess performance, growth opportunities, and potential risks.

  • Supports mergers and acquisitions, integrations, divestitures, and capital structure initiatives through financial analysis and due diligence.

  • Interprets financial, market, and industry data to support insights and recommendations aligned to client objectives.

  • Prepares and reviews client-ready analyses, schedules, and presentation materials for management and executive audiences.

  • Coordinates engagement workstreams, supports team execution, and provides guidance to junior team members.

  • Utilizes analytical tools and technology to deliver efficient, accurate, and high-quality financial insights.

  • Supports consistent, high-quality client service delivery by monitoring progress and addressing issues as they arise.

  • What We're Looking For

  • Minimum Qualifications

  • Bachelor's degree in Business, Accounting, Finance, Economics, Engineering, or a related field.

  • 4–7 years of experience.

  • Advanced experience developing and working with integrated financial models, including income statement, balance sheet, and cash flow components.

  • Strong foundational valuation skills, including application of income and market approaches.

  • Experience supporting client-facing engagements or internal stakeholders in a consulting, advisory, banking, or corporate environment.

  • Preferred Qualifications

  • Experience in strategic finance, FP&A, valuation, investment banking, private equity, venture capital, or corporate development environments.

  • Experience modeling equity, debt, and hybrid instruments in support of transactions or strategic finance initiatives.

  • Experience developing consolidated or business-unit-level forecasts using bottom-up and top-down approaches.

  • Experience preparing and reviewing executive-level or management-ready presentation materials summarizing financial findings and insights.

  • Experience providing day-to-day guidance or review oversight for junior team members.

  • CPA, CFA, or progress toward a relevant professional certification.

  • Travel up to 25% (Additional Role Expectations).

  • Nice to Have

  • Optional/preferred qualifications include cross-border or multi-jurisdictional experience and demonstrated ability to operate effectively in a fast-paced professional services environment.

  • Compensation & Benefits

  • Compensation Range: $101,000 - $203,000. Discretionary bonus based on firm and individual performance.

  • We offer a competitive benefits and compensation package and provide flexibility to balance life’s demands.

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