Senior Financial Advisory Analyst

Responsibilities

• Analyze financial performance, develop financial models and valuations, and deliver strategic recommendations to privately held business clients.
• Support ownership transition, succession planning, ESOP, and equity-based ownership engagements.
• Participate in client meetings and collaborate with business owners and leadership teams to address financial, operational, and organizational challenges.
• Support buy-side M&A engagements, including financial analysis, due diligence, and transaction-related activities.
• Contribute to both assessment and implementation phases of advisory engagements.
• Manage multiple concurrent client engagements while ensuring high-quality deliverables and responsiveness.
• Collaborate with FMI's Strategy, Compensation, Leadership Development, and Investment Banking teams to deliver integrated client solutions.
• Support business development efforts through client relationships, referrals, and ongoing engagement opportunities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3–5+ years of relevant experience in financial advisory, consulting, investment banking, or public accounting.
• Strong financial modeling, valuation, and analytical skills.
• Ability to interpret financial data and translate insights into recommendations.
• Strong written and verbal communication skills.
• Prioritize managing multiple projects and deadlines.
• High attention to detail and critical thinking skills.
• Experience with ownership transition planning, ESOPs, or M&A transactions preferred.
• Prior client-facing experience, ideally with business owners or executive teams preferred.

Benefits

FMI offers a comprehensive benefits package, including fully paid employee medical insurance, life insurance, and long-term disability coverage, as well as additional benefit elections. Our package also includes a competitive 401(k) plan, paid time off (PTO), and parental leave.