Fractional CFO
Grayson HR
Manager – Financial Modeling
Wavestone
full-time
Posted on:
Location Type: Remote
Location: Remote • Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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.
Requirements
- Bachelor's degree in a variety of disciplines to include Business, Finance, Engineering, Operations, or other relevant disciplines
- Master’s/MBA preferred.
- 5 or more years’ consulting experience with a strong emphasis on financial consulting including financial modeling, M&A, valuation analysis and strategic financial planning.
- Demonstrated track record of leading high-impact client engagements and cross-functional teams, overseeing complex financial modeling and consulting projects while fostering trusted relationships with senior executives and decision-makers.
- Well-developed business acumen including policy alignment, concise communication, and financial consulting solutions in support of a client's strategic goals.
- Demonstrated success executing business development plans and goals.
- A focus on strategic planning including critical thinking, bringing structure to ambiguous situations, and leading toward a future vision.
- Well-developed communications skills, including expertise in delivering compelling presentations to stakeholders.
- Effective problem resolution skills including the ability to break a problem down into solvable components.
- Demonstrated customer focus that conveys a genuine concern for customer needs and generates customer satisfaction.
- People leadership including experience serving as a coach and mentor in support of individual and team development.
- Proven ability to build trusting interpersonal relationships, and model professional demeanor when faced with opposition, pressure, or stressful conditions.
- Ability to travel based on client requirements.
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)
- 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 modelingM&A transactionsbusiness valuationsforecastingperformance improvementstrategic financial planningvaluation analysisbusiness developmentconsultingcross-functional team leadership
Soft skills
client relationship managementcoachingmentoringcommunicationproblem resolutioncritical thinkingbusiness acumencustomer focuspresentation skillspeople leadership
Certifications
Bachelor's degreeMaster’s degreeMBA
