CareerPlan

Deals Services - Senior Associate, Strategic Finance and FP&A, Advanced Decision Modeling (Boston/Hybrid)

7 LocationsFull-time$85k–$162k2026-07-30 → 2026-11-13
HybridNo visa sponsorship

Core

Senior Associate in Strategic Finance and FP&A providing advisory services on strategic planning, budgeting, capital structure optimization, M&A, and financings via in-depth financial modeling.

Role type

Senior Associate, Strategic Finance and FP&A Consultant

Builds

Strategic financial plans, investment valuations, and deal analysis models for M&A and integrations

Domain

Professional Services / Strategic Finance / Mergers & Acquisitions

Required skills

Advanced financial modeling, company valuations, due diligence, M&A execution, private/public financings, data analysis, MS Excel (VBA), SQL, Tableau/Power BI/Spotfire/Alteryx

Preferred skills

3-Statement financial modeling, Equity/Debt/hybrid instrument modeling, Board-level presentation creation, Consolidated forecasts (bottoms-up/top-down), Fundamental valuation (income/market approaches)

Technologies

MS Excel, VBA, MS Access, SQL Server, Tableau, Power BI, Spotfire, Alteryx

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; Deliver quality client services with in-depth technical capabilities

Seniority

Senior, hands-on IC