Deal Services, Strategic Finance and FP&A Consulting - Managing Director
Core
Lead strategic finance, FP&A, and deal consulting services for middle-market clients, focusing on M&A, financings, and capital structure optimization.
Role type
Managing Director, Strategic Finance & FP&A Consulting
Builds
Strategic financial plans, investment valuations, and deal analysis for mergers and acquisitions, integrations, and divestitures.
Domain
Professional Services / Middle Market Finance / M&A
Deliverable
client delivery
Required skills
in-depth company valuations, detailed operating and cash flow modeling, M&A transaction execution, private/public financing, strategic planning, financial analytics, team leadership, business development
Preferred skills
backgrounds in consulting, public accounting, private equity, venture capital, or investment banking
Technologies
Microsoft Excel, VBA, MS Access, SQL Server, Tableau, Power BI, Spotfire, Alteryx, PowerPoint
Responsibilities
Analyze financial information to forecast business expectations and develop financial analytics solutions; interpret data to propose strategies based on risk trends and market influences; study economic and business trends; utilize technology to provide innovative high-value services; train, oversee, and support staff members; develop new business and maintain strong client relationships
Seniority
Managing Director, senior leadership with team oversight