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
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Executes and reviews complex financial analyses and models in support of strategic finance, FP&A, and transaction-related engagements.
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Develops and reviews operating, cash flow, valuation, and transaction models to support client planning, investment, and deal decisions.
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Analyzes current and historical financial data to assess performance, growth opportunities, and potential risks.
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Supports mergers and acquisitions, integrations, divestitures, and capital structure initiatives through financial analysis and due diligence.
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Interprets financial, market, and industry data to support insights and recommendations aligned to client objectives.
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Prepares and reviews client-ready analyses, schedules, and presentation materials for management and executive audiences.
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Coordinates engagement workstreams, supports team execution, and provides guidance to junior team members.
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Utilizes analytical tools and technology to deliver efficient, accurate, and high-quality financial insights.
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Supports consistent, high-quality client service delivery by monitoring progress and addressing issues as they arise.
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What We're Looking For
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Minimum Qualifications
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Bachelor's degree in Business, Accounting, Finance, Economics, Engineering, or a related field.
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4–7 years of experience.
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Advanced experience developing and working with integrated financial models, including income statement, balance sheet, and cash flow components.
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Strong foundational valuation skills, including application of income and market approaches.
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Experience supporting client-facing engagements or internal stakeholders in a consulting, advisory, banking, or corporate environment.
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Preferred Qualifications
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Experience in strategic finance, FP&A, valuation, investment banking, private equity, venture capital, or corporate development environments.
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Experience modeling equity, debt, and hybrid instruments in support of transactions or strategic finance initiatives.
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Experience developing consolidated or business-unit-level forecasts using bottom-up and top-down approaches.
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Experience preparing and reviewing executive-level or management-ready presentation materials summarizing financial findings and insights.
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Experience providing day-to-day guidance or review oversight for junior team members.
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CPA, CFA, or progress toward a relevant professional certification.
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Travel up to 25% (Additional Role Expectations).
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Nice to Have
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Optional/preferred qualifications include cross-border or multi-jurisdictional experience and demonstrated ability to operate effectively in a fast-paced professional services environment.
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Compensation & Benefits
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Compensation Range: $101,000 - $203,000. Discretionary bonus based on firm and individual performance.
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We offer a competitive benefits and compensation package and provide flexibility to balance life’s demands.