Deals Services - Supervisor, Strategic Finance and FP&A, Advanced Decision Modeling
Core
Executes complex financial analyses and models to support strategic finance, FP&A, and transaction-related engagements for middle-market clients.
Role type
Supervisor, Strategic Finance and FP&A, Advanced Decision Modeling
Builds
Operating, cash flow, valuation, and transaction models for client planning, investment, and deal decisions
Domain
Professional services / Middle market finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Integrated financial modeling (income statement, balance sheet, cash flow), valuation (income and market approaches), financial data analysis, M&A due diligence, executive presentation preparation, team coordination
Preferred skills
Strategic finance and FP&A experience, equity/debt/hybrid instrument modeling, consolidated forecasting (bottom-up/top-down), executive-level reporting, junior team mentorship, CPA or CFA certification
Technologies
Analytical tools and technology for financial insights
Responsibilities
Develop and review operating, cash flow, valuation, and transaction models; Analyze current and historical financial data to assess performance and risks; Support M&A, integrations, and capital structure initiatives; Interpret financial and market data to support client recommendations; Prepare client-ready analyses and presentation materials; Coordinate engagement workstreams and guide junior team members
Seniority
Mid-level Supervisor (4-7 years experience)