Deals Services - Senior Associate, Strategic Finance and FP&A, Advanced Decision Modeling (Boston/Hybrid)
Core
Senior Associate in Strategic Finance and FP&A providing advisory services on strategic planning, budgeting, capital structure optimization, M&A, and financings for middle-market clients.
Role type
Senior IC strategic finance consultant (FP&A)
Builds
In-depth financial models, investment valuations, and strategic analytics solutions for M&A and integrations
Domain
Professional services / Strategic Finance / Middle Market
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, company valuations, operating and cash flow modeling, due diligence, M&A execution, private/public financings, 3-Statement modeling, bottoms-up/top-down forecasting, data visualization
Preferred skills
Equity/Debt/hybrid instrument modeling, board-level presentation creation, advanced Excel/VBA/SQL/Tableau/Power BI/Alteryx proficiency
Technologies
MS 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 relevant to clients; Utilize technology and tools to provide innovative high-value services; Deliver quality client services by monitoring progress and demonstrating technical capabilities
Seniority
Senior, hands-on IC