Senior Consultant – Corporate Finance Advisory

Jobtailor; California (MO); On-site; USD 75,000 - 110,000; Full time

Job summary

Jobtailor in the United States seeks a skilled FP&A professional to support complex financial analysis, forecasting, and scenario planning. You will build models, analyze cash flows, and develop forward-looking budgets and dashboards.

The role requires 3+ years in finance or advisory, proficiency in Excel, Power BI, and FP&A tools, and familiarity with US GAAP. CFA/CPA/MBA-Finance is a plus; public accounting experience helps. Join a dynamic team and deliver insights to clients.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 3+ years of relevant experience in finance, consulting, or business advisory.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint with the ability to independently create and manage spreadsheets, reports, and presentations.
• Excellent analytical, organizational, and communication skills.
• Familiarity with US GAAP.
• CFA designation, or similar credential (e.g., CPA, CMA, MBA-Finance), is a plus.
• Public Accounting experience is preferred.
• Experience with coding, Power BI, or other FP&A tools is a plus.

Responsibilities

• Support complex financial analysis and modeling engagements, including forecasting business initiatives, evaluating financing alternatives, performing scenario analysis, and assessing cash flows to investors and other stakeholders.
• Assist in developing forward-looking budgets, rolling forecasts, and performance dashboards.
• Compile, organize, and analyze financial data; improve operational processes to identify performance trends and support scenario planning and client decision-making.
• Conduct research and due diligence for mergers, acquisitions, and other strategic initiatives, including reviewing financial documents and summarizing key findings.
• Assist in preparing client deliverables and participating in virtual meetings.
• Build and maintain financial models to evaluate business performance and scenario outcomes.
• Collaborate with team members to improve tools, processes, and client solutions.
• Deliver high-quality service throughout client engagements.

Skills

Financial Analysis

Financial Modeling

Advanced Excel

Data Analysis

Communication Skills

Education

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

Tools

Power BI

FP&A Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

• Support complex financial analysis and modeling engagements, including forecasting business initiatives, evaluating financing alternatives, performing scenario analysis, and assessing cash flows to investors and other stakeholders.
• Assist in developing forward-looking budgets, rolling forecasts, and performance dashboards.
• Compile, organize, and analyze financial data; improve operational processes to identify performance trends and support scenario planning and client decision-making.
• Conduct research and due diligence for mergers, acquisitions, and other strategic initiatives, including reviewing financial documents and summarizing key findings.
• Assist in preparing client deliverables and participating in virtual meetings.
• Build and maintain financial models to evaluate business performance and scenario outcomes.
• Collaborate with team members to improve tools, processes, and client solutions.
• Deliver high-quality service throughout client engagements.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 3+ years of relevant experience in finance, consulting, or business advisory.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint, with the ability to independently create and manage spreadsheets, reports, and presentations.
• Excellent analytical, organizational, and communication skills.
• Familiarity with US GAAP.
• Eagerness to learn, adapt, and contribute in a dynamic team environment.
• CFA designation, or similar credential (e.g., CPA, CMA, MBA-Finance), is a plus.
• Public Accounting experience is preferred.
• Experience with coding, Power BI, or other FP&A tools is a plus.

Core Competencies

Demonstrates expertise in financial analysis, modeling, and forecasting, with a strong ability to compile and analyze financial data to support strategic decision-making. Proficient in developing budgets and performance dashboards while ensuring compliance with US GAAP.

Highest-signal resume keywords

• Financial Analysis
• Financial Modeling
• Microsoft Excel
• US GAAP
• CFA Designation

Hard Skills

• Financial Analysis
• Financial Modeling
• Budget Development
• Scenario Analysis
• Cash Flow Assessment
• Data Compilation
• Performance Trend Analysis
• Due Diligence
• Forecasting
• Operational Process Improvement

Soft Skills

• Analytical Skills
• Organizational Skills
• Communication Skills
• Team Collaboration
• Adaptability

Certifications & Qualifications

• CFA Designation
• CPA
• CMA
• MBA-Finance

Industry Keywords

• Finance
• Consulting
• Business Advisory
• Public Accounting
• US GAAP

Tools & Technologies

• Microsoft Excel
• Power BI
• FP&A Tools
• Microsoft Word
• Microsoft PowerPoint