Manager, Corporate Finance Advisory

Responsibilities

• Lead complex financial modeling engagements, including integrated 3-statement models, cash flow models, and scenario analyses
• Translate client objectives into structured analytical approaches, defining key drivers, assumptions, and outputs
• Evaluate business initiatives and financial alternatives, including capital raises, recapitalizations, acquisitions, and organic growth strategies
• Support transaction-related engagements through pro forma models, deal-structure analysis, and evaluation of stakeholder outcomes
• Develop and oversee scenario and sensitivity analyses to assess risks, constraints, and key value drivers
• Support forecasting processes, budgets, and management reporting frameworks
• Review and refine financial models, analyses, and client deliverables for accuracy, clarity, and usability
• Manage day-to-day engagement execution, including timelines, deliverables, and internal coordination
• Communicate findings and recommendations to client stakeholders, including senior management, investors, and lenders
• Mentor and develop junior team members

• Bachelor’s degree in finance, accounting, economics, or a related field
• 5+ years of relevant experience in financial advisory, investment banking, transaction services, or corporate FP&A
• Advanced proficiency in financial modeling, including the ability to build models from first principles and apply them to real-world business scenarios
• Strong understanding of financial statements and accounting concepts
• Experience supporting transactions, capital structure analysis, or investment evaluation is preferred
• Advanced proficiency in Microsoft Excel, with the ability to build, review, and manage complex models
• Experience with PowerPoint and the ability to develop clear, client-ready presentations
• Strong analytical, organizational, and communication skills
• Ability to manage multiple priorities and operate effectively in a fast-paced, client-service environment
• Professional certifications (CPA, CFA, CMA, MBA) are a plus

Demonstrates advanced financial modeling capabilities, including the development of integrated 3-statement models and scenario analyses, while effectively communicating findings to stakeholders. Possesses strong analytical and organizational skills to manage complex financial engagements and mentor junior team members.

• Financial Modeling
• Financial Statement Analysis
• Microsoft Excel Proficiency
• Transaction Support
• Client Communication

• Financial Modeling
• 3-Statement Models
• Cash Flow Models
• Scenario Analysis
• Pro Forma Models
• Budgeting
• Forecasting
• Capital Structure Analysis
• Investment Evaluation
• Data Analysis

• Analytical Skills
• Organizational Skills
• Communication Skills
• Mentoring
• Time Management

• CPA
• CFA
• CMA
• MBA

• Financial Advisory
• Investment Banking
• Transaction Services
• Corporate FP&A
• Stakeholder Management

• Microsoft Excel
• Microsoft Power Point