Join a fast-growing FP&A; Advisory practice where finance meets data science. As a Senior Associate, you will partner with middle-market and private equitybacked clients to translate complex financial data into clear, forward-looking insight. You will build the models, forecasts, and dashboards that leadership teams rely on to make high-stakes decisions – and you will sit at the table with the stakeholders who use them.
This is a hands-on, high-impact role for a finance professional who is equally comfortable in a scenario model, a client interview, and a line of Python. If you enjoy solving ambiguous problems, working across industries, and seeing your analysis drive real outcomes, we want to hear from you.
What You’ll Do
- Build 13-week cash flow forecasts and long-range financial models that guide client strategy and liquidity decisions.
- Design and optimize budgeting and forecasting processes to make financial planning faster and more reliable.
- Develop KPI frameworks and dashboards that bring financial and operational metrics to life.
- Run scenario modelling and sensitivity analysis to help clients plan for a range of outcomes.
- Perform margin, profitability, working capital, and liquidity analysis across products, customers, and business units.
- Analyze department-level spend and revenue trends to surface actionable opportunities.
- Lead client interviews and stakeholder engagement to validate assumptions and align on priorities.
- Transform and visualize data using advanced Excel and modern BI tools.
- Support M&A; readiness and integration planning for acquisitive and PE-backed clients.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Minimum 3 years of relevant experience in FP&A;, corporate finance, or consulting – ideally within a public accounting firm, private equity–backed company, or middle-market environment.
- Solid command of financial statements and forecasting principles.
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