Senior Corporate Finance & Strategy Advisor

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

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.