Broaden leadership skills across a variety of industries
Support data-driven decision-making through financial analysis and modeling
Develop functional models and reports
Compile clear and concise summary reports tailored to both financial and non-financial stakeholders
Collaborate with a team of financial analysts
Participate directly in client engagements
Lead and participate in client project meetings
Monitor and identify project issues, mitigating risk and ensuring timely delivery
Work closely with diverse teams to deliver results
Requirements
Bachelor's degree in Finance, Accounting, Mathematics, Business, or related fields
Master’s degree preferred
3+ years of experience in financial consulting
Excellent Excel skills or experience with similar spreadsheet software
Experience with Power BI
Solid understanding of accounting concepts and financial analysis terminology
A keen eye for detail
Experience in a variety of business projects such as business integration, organizational change, brand/digital marketing, new product launches, mergers & acquisitions, or system integrations
Project management experience leading projects and managing project teams
Well-developed financial and business acumen
Experience in both Agile and Waterfall project methodologies
Expertise in multiple project management tools
Passion for identifying problems and the desire to collaborate with clients
Leadership skills and the ability to manage cross-functional project teams
Excellent time management skills
Confidence and presence to engage directly with clients at the senior leadership level
Strong written and oral communications skills
Ability to travel based on client requirements
CFA, or diploma in financial planning preferred
Benefits
Medical / Dental / Vision coverage
Health Care FSA and Dependent Care FSA
Employer Paid disability and life insurance
Short-term & Long-term Disability
Term life and AD&D
Voluntary life insurances
Critical Illness and Accident insurances
$50 Technology stipend (monthly)
401(k) retirement plan - Traditional 401(k) & Roth 401(k)
30 Days of flexible paid time off (accrued monthly)
Employee Assistance Plan (EAP)
Paid Parental Leave Policy
Ability to participate in the company ESOP plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.