Financial Modeling Consultant

About the role

The Modeling & Insights (M&I) team within our Valuation & Modeling practice offers comprehensive decision support services to clients through financial expertise, modeling tools, and strategic insight. We assist clients in navigating complex scenarios and implementing practical solutions before, during, and after significant transformational projects or transactions.

Responsibilities

• Supporting clients through decision-making processes across transactions, business planning, and operational assessments
• Developing financial models and analyses for transactions, strategic business planning, and operational decision-making
• Analyzing model outputs and presenting actionable findings to clients and other stakeholders
• Designing and enhancing scalable modeling tools for scenario analysis, sensitivity analysis, and long-term planning
• Supporting practice development efforts, including financial modeling offerings, internal and external marketing, and training initiatives
• Coaching junior practitioners and contributing to practice and business development initiatives

Requirements

• Ability to work independently and collaborate as part of a team
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines

Qualifications

• Bachelor's degree in Accounting, Finance, or another business field
• 2+ years of financial modeling experience
• 2+ years of experience in consulting or industry roles supporting financial modeling, strategic planning, and client deliverables
• Experience developing financial models and analyses for transactions, business planning, or operational decision-making
• Experience presenting technical issues and findings to non-technical stakeholders
• Must be legally authorized to work in the United States without the need for employer sponsorship

Preferred

• Progress toward CPA, CFA, or equivalent credential
• Experience in Power BI, Tableau, VBA, Python, SQL, or similar tools to build finance-led models and analytics