Manager, Corporate Finance Advisory

Jobtailor; California (MO); On-site; USD 110,000 - 190,000; Full time

Job summary

Jobtailor is seeking a senior financial modeling professional to lead complex engagements, including integrated 3-statement models, cash flow forecasts, and scenario analyses. You’ll translate client objectives into analytical approaches and drive outputs for senior stakeholders.

You’ll mentor junior team members and manage engagement timelines, while refining models and client deliverables for clarity and impact in a fast-paced advisory environment.

Qualifications

• Bachelor’s degree or equivalent in finance, accounting, economics, or related field.
• Senior-level experience with financial advisory, investment banking, or corporate FP&A preferred.
• Strong modeling skills from first principles and financial statement understanding.

Responsibilities

• Lead complex financial modeling engagements, including integrated 3-statement models, cash flow models, and scenario analyses.
• Translate client objectives into structured analytical approaches, defining key drivers, assumptions, and outputs.
• Evaluate business initiatives and financial alternatives, including capital raises, recapitalizations, acquisitions, and organic growth strategies.
• Support transaction-related engagements through pro forma models, deal-structure analysis, and evaluation of stakeholder outcomes.
• Develop and oversee scenario and sensitivity analyses to assess risks, constraints, and key value drivers.
• Support forecasting processes, budgets, and management reporting frameworks.
• Review and refine financial models, analyses, and client deliverables for accuracy, clarity, and usability.
• Manage day-to-day engagement execution, including timelines, deliverables, and internal coordination.
• Communicate findings and recommendations to client stakeholders, including senior management, investors, and lenders.
• Mentor and develop junior team members

Skills

Financial Modeling

3-Statement Models

Cash Flow Models

Scenario Analysis

Pro Forma Models

Budgeting

Forecasting

Capital Structure Analysis

Investment Evaluation

Data Analysis

Education

Bachelor’s degree in finance, accounting, economics, or a related field

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Responsibilities

• Lead complex financial modeling engagements, including integrated 3-statement models, cash flow models, and scenario analyses
• Translate client objectives into structured analytical approaches, defining key drivers, assumptions, and outputs
• Evaluate business initiatives and financial alternatives, including capital raises, recapitalizations, acquisitions, and organic growth strategies
• Support transaction-related engagements through pro forma models, deal-structure analysis, and evaluation of stakeholder outcomes
• Develop and oversee scenario and sensitivity analyses to assess risks, constraints, and key value drivers
• Support forecasting processes, budgets, and management reporting frameworks
• Review and refine financial models, analyses, and client deliverables for accuracy, clarity, and usability
• Manage day-to-day engagement execution, including timelines, deliverables, and internal coordination
• Communicate findings and recommendations to client stakeholders, including senior management, investors, and lenders
• Mentor and develop junior team members

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field
• 5+ years of relevant experience in financial advisory, investment banking, transaction services, or corporate FP&A
• Advanced proficiency in financial modeling, including the ability to build models from first principles and apply them to real-world business scenarios
• Strong understanding of financial statements and accounting concepts
• Experience supporting transactions, capital structure analysis, or investment evaluation is preferred
• Advanced proficiency in Microsoft Excel, with the ability to build, review, and manage complex models
• Experience with PowerPoint and the ability to develop clear, client-ready presentations
• Strong analytical, organizational, and communication skills
• Ability to manage multiple priorities and operate effectively in a fast-paced, client-service environment
• Professional certifications (CPA, CFA, CMA, MBA) are a plus

Core Competencies

Demonstrates advanced financial modeling capabilities, including the development of integrated 3-statement models and scenario analyses, while effectively communicating findings to stakeholders. Possesses strong analytical and organizational skills to manage complex financial engagements and mentor junior team members.

Highest-signal resume keywords

• Financial Modeling
• Financial Statement Analysis
• Microsoft Excel Proficiency
• Transaction Support
• Client Communication

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• 3-Statement Models
• Cash Flow Models
• Scenario Analysis
• Pro Forma Models
• Budgeting
• Forecasting
• Capital Structure Analysis
• Investment Evaluation
• Data Analysis

Soft Skills

• Analytical Skills
• Organizational Skills
• Communication Skills
• Mentoring
• Time Management

Certifications & Qualifications

• CPA
• CFA
• CMA
• MBA

Industry Keywords

• Financial Advisory
• Investment Banking
• Transaction Services
• Corporate FP&A
• Stakeholder Management

Tools & Technologies

• Microsoft Excel
• Microsoft PowerPoint