Wavestone

Senior Consultant – Financial Modeler

Wavestone

full-time

Posted on:

Location Type: Remote

Location: Remote • Pennsylvania • 🇺🇸 United States

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Job Level

Senior

About the role

  • Serve as a trusted business advisor to clients
  • Lead a variety of business-related engagements
  • Gather and analyze data
  • Explore innovative solutions
  • Make actionable recommendations
  • Communicate with key stakeholders
  • 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.

Hard skills
financial analysisfinancial modelingdata analysisaccounting conceptsExcelPower BIproject managementAgile methodologyWaterfall methodologybusiness integration
Soft skills
leadershipcommunicationtime managementattention to detailproblem-solvingcollaborationclient engagementbusiness acumenrisk mitigationstakeholder management
Certifications
CFAdiploma in financial planning
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