Senior Financial Advisory Analyst

FMI

Senior Financial Advisory Analyst delivering financial and strategic advisory services to privately held businesses. Balancing technical financial expertise and client-facing capabilities in investment banking.

Posted 6/11/2026full-timeRaleigh • North Carolina • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Analyze financial performance, develop financial models and valuations, and deliver strategic recommendations to privately held business clients.
Support ownership transition, succession planning, ESOP, and equity-based ownership engagements.
Participate in client meetings and collaborate with business owners and leadership teams to address financial, operational, and organizational challenges.
Support buy-side M&A engagements, including financial analysis, due diligence, and transaction-related activities.
Contribute to both assessment and implementation phases of advisory engagements.
Manage multiple concurrent client engagements while ensuring high-quality deliverables and responsiveness.
Collaborate with FMI's Strategy, Compensation, Leadership Development, and Investment Banking teams to deliver integrated client solutions.
Support business development efforts through client relationships, referrals, and ongoing engagement opportunities.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, or related field
3–5+ years of relevant experience in financial advisory, consulting, investment banking, or public accounting
Strong financial modeling, valuation, and analytical skills
Ability to interpret financial data and translate insights into recommendations
Proven ability to manage multiple projects and deadlines
High attention to detail and critical thinking skills
Experience with ownership transition planning, ESOPs, or M&A transactions preferred
Prior client-facing experience, ideally with business owners or executive teams preferred

Benefits

Comp & perks

fully paid employee medical insurance
life insurance
long-term disability coverage
competitive 401(k) plan
paid time off (PTO)
parental leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingvaluationfinancial analysisdue diligencetransaction-related activitiesanalytical skillsownership transition planningESOPM&A transactions

Soft Skills

critical thinkingattention to detailproject managementclient-facing experiencecollaborationstrategic recommendationsresponsiveness

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in Economics