Corporate Development Finance

Financial Additions; Fort Worth (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Financial Additions is seeking a lead financial strategist to drive decision support for a multi-entity organization with several subsidiaries. You will blend strategic finance, modeling, forecasting, and executive partnership to translate complex data into actionable business decisions.

The role emphasizes growth strategies, capital allocation, and performance improvement across six subsidiaries, requiring strong communication with senior leadership and a track record from investment banking,

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive finance experience, ideally in investment banking, private equity, consulting, or strategic finance.
• Strong financial modeling, forecasting, and analytical skills.
• Advanced Excel proficiency; Power BI and financial planning systems a plus.
• Experience with M&A, due diligence, or investment analysis strongly preferred.
• Excellent communication skills with the ability to present financial information to executive audiences.
• Strong leadership and relationship-building abilities.

Responsibilities

• Develop financial strategies, forecasts, models, and scenario analyses to support company-wide decisions.
• Partner with leadership across six subsidiaries to establish goals, evaluate performance, and drive results.
• Analyze cash flow, balance sheet performance, profitability, and key business drivers.
• Support acquisitions and investments through financial modeling and due diligence.
• Prepare financial and performance presentations for senior leadership and the Board.
• Improve financial reporting, systems, processes, and automation.
• Provide strategic recommendations on growth, capital allocation, and business performance.

Skills

Financial modeling

Forecasting

Analytical skills

Executive communication

Leadership

Relationship building

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Economics

Tools

Power BI

Excel

Financial planning systems

Job description

Lead financial strategy and decision support across a multi-entity organization with multiple subsidiaries. This role combines strategic finance, financial modeling, forecasting, M&A analysis, and executive partnership. The ideal candidate brings a strong finance foundation—ideally from investment banking, private equity, or consulting—and can translate complex financial data into actionable business decisions.

Key Responsibilities

• Develop financial strategies, forecasts, models, and scenario analyses to support company-wide decisions.
• Partner with leadership across six subsidiaries to establish goals, evaluate performance, and drive results.
• Analyze cash flow, balance sheet performance, profitability, and key business drivers.
• Support acquisitions and investments through financial modeling and due diligence.
• Prepare financial and performance presentations for senior leadership and the Board.
• Improve financial reporting, systems, processes, and automation.
• Provide strategic recommendations on growth, capital allocation, and business performance.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive finance experience, ideally in investment banking, private equity, consulting, or strategic finance.
• Strong financial modeling, forecasting, and analytical skills.
• Advanced Excel proficiency; Power BI and financial planning systems a plus.
• Experience with M&A, due diligence, or investment analysis strongly preferred.
• Excellent communication skills with the ability to present financial information to executive audiences.
• Strong leadership and relationship-building abilities.