Financial Planning and Analysis

• Lead and deliver consulting engagements focused on solving complex financial and strategic challenges, including financial modeling, M&A transactions, business valuations, forecasting, and performance improvement.
• Apply deep expertise in financial consulting and advanced financial modeling to analyze client data, develop dynamic models, and present actionable insights that influence executive decision-making and drive measurable business results.
• Lead and own large-scale client initiatives and programs in support of Wavestone’s overall P&L and growth potential ensuring quality work, on time, and within budget.
• Serve as a key point of contact for clients, managing relationships and ensuring high levels of client satisfaction and engagement throughout the project lifecycle.
• Actively guide and participate in client engagement(s) to direct solution development and implementation.
• Create and develop business relationships and serve as a trusted advisor to clients.
• Execute business development plans including lead qualification, problem/solution exploration, proposal generation and related client meetings.
• Contribute to business development goals established by leadership.
• Lead and motivate direct reports as well as client project team members.
• Provide regular feedback and development-focused coaching and mentoring.
• Support talent recruitment by acquiring and developing high potential talent.
• Facilitate client meetings and conversations that result in clear outcomes and mutual understanding.
• Develop clear and compelling business presentations/reviews for internal and external audiences.
• Develop overall governance programs to effectively define, monitor, and support programs and strategies.
• Continually evaluate and learn new tools, processes, or approaches to further improve existing methodologies.
• Create new methodologies and other intellectual capital for the practice area.
• Actively participate in and represent the company at business marketing events such as speaking engagements, networking events, executive events, and seminars.

Manager – Financial Modeling

Finance Program Cost Controls Lead

Finance Coordinator

Director, Finance – People Ops

Finance Specialist, Impact Finance and Markets

Senior Financial Analyst – Capital