Senior Manager, Corporate Finance Advisory

• Lead strategic client engagements involving financial modeling, forecasting, and scenario planning with a focus on driving enterprise value and supporting executive decision-making.
• Serve as a senior advisor to CFOs and other C-suite leaders, providing insights on project finance, M&A, valuation, and corporate transactions.
• Recommend advanced financial tools and reporting including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives.
• Bring unique, value-added skills to the team – such as experience with coding, Power BI, or other FP&A tools – to enhance client solutions and internal capabilities.
• Drive business development efforts, including scoping, proposal development, and relationship-building to expand client portfolio and cross-sell firm capabilities.
• Manage and mentor engagement teams, fostering a collaborative, inclusive, and high-performance culture while developing future leaders.
• Contribute to thought leadership and innovation within the Corporate Finance Advisory practice, bringing forward new methodologies, tools, and service offerings.
• Collaborate across service lines to deliver integrated solutions and identify opportunities for broader client impact.
• Ensure quality and profitability across engagements through effective project management, resource allocation, and risk mitigation.

• Bachelor’s degree in finance, accounting, economics, or a related field;
  Master’s degree or MBA preferred but not required.
• 5-10+ years of relevant experience in corporate finance, business advisory, or related areas, with a track record of leading complex engagements and managing client relationships.
• CFA, CPA, or similar credential strongly preferred.
• Proven ability to lead teams, manage multiple engagement, & deliver high-quality outcomes under tight deadlines.
• Strong business development acumen, with experience in proposal writing, client presentations, and relationship management.
• Advanced proficiency in Microsoft Excel and PowerPoint required; experience with FP&A tools (e.g., Power BI, Tableau, EPM tools) is highly preferred.
• Excellent communication, analytical, and problem-solving skills, with the ability to influence senior stakeholders.
• Familiarity with US GAAP.
• Must be highly organized and capable of managing multiple tasks in a complex, dynamic environment.
• Expert understanding, comprehension, and ability to articulate various business processes.
• Ability to travel < 25% annually.

Demonstrates expertise in financial modeling, forecasting, and scenario planning to drive enterprise value and support executive decision-making. Proven ability to lead teams, manage client relationships, and deliver high-quality outcomes in corporate finance and business advisory.

• Financial Modeling
• Business Development
• Project Finance
• Advanced Proficiency in Microsoft Excel
• CFA or CPA Certification

• Financial Modeling
• Forecasting
• Scenario Planning
• Corporate Transactions
• Valuation
• Proposal Development
• Client Presentations
• Project Management
• Risk Mitigation
• Business Advisory

• Leadership
• Communication
• Analytical Skills
• Problem-Solving
• Relationship Management

• CFA
• CPA

• Corporate Finance
• US GAAP
• M&A
• Engagement Management
• Financial Advisory

• Power BI
• Tableau
• EPM Tools
• Performance Dashboards
• Investor Reporting Frameworks