Finance Consultant
RecruiterPerry
Finance ConsultantWe are seeking an experienced Finance Consultant to provide corporate finance support with a primary focus on board reporting, earnings materials, financial modeling, and executive-level presentations.This position will support a lean, high-performing finance organization during a period of increased workload. The ideal candidate will have exceptional Excel modeling skills, strong PowerPoint capabilities, and experience preparing financial materials for senior executives and board-level audiences.The role is primarily execution-focused, with the opportunity to support strategic finance and ad hoc financial modeling initiatives based on experience and performance.Key ResponsibilitiesPrepare and update board presentation materials using established PowerPoint templates.Develop and maintain executive-level financial presentations and earnings-related materials.Refresh and maintain existing Excel models and financial reporting templates.Prepare weekly competitive intelligence and financial analysis updates.Support financial information and analysis used in board and executive discussions.Maintain accurate, clearly formatted, and executive-ready financial models and reports.Work across corporate and strategic finance functions as business needs require.Respond quickly to changing priorities and executive requests.Support ad hoc scenario modeling, sensitivity analysis, and financial analysis as needed.Partner with senior finance leadership on high-priority initiatives and deliverables.Required QualificationsSignificant experience in Corporate Finance, Strategic Finance, FP&A, Investment Banking, M&A, or a related financial discipline.Advanced Excel skills with exceptional financial modeling capabilities.Strong understanding of three-statement financial modeling.Demonstrated experience maintaining and updating complex financial models.Advanced PowerPoint skills and experience preparing executive or board-level presentations.Ability to work efficiently within established financial and presentation templates.Strong analytical, organizational, and problem-solving skills.Ability to manage shifting priorities in a fast-paced environment.Excellent written and verbal communication skills.Strong executive presence and ability to communicate financial information clearly and concisely.Ability to work independently while collaborating closely with senior finance leadership.Preferred QualificationsManager- or Director-level corporate finance experience.Experience working within a publicly traded company.Familiarity with SEC reporting, earnings cycles, and public-company reporting deadlines.Previous investment banking, M&A, or transaction-related experience.Experience with complex financial models, including three-statement models and transaction models.Experience preparing board reporting packages or earnings-support materials.Experience supporting ad hoc scenario modeling and strategic financial analysis.Additional InformationThis is a hands-on consulting role designed for an experienced finance professional who can quickly integrate into an established team and execute high-level financial work with minimal ramp-up time.
$124k - $280k
...ApplicableSpecialismFinanceManagement LevelSenior ManagerJob Description & SummaryA career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of...SuggestedFull timeH1b$105.4k - $207.8k
...Step into a role where you’ll help shape the future of finance. As part of our Finance Transformation team, you’ll collaborate... ...excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation...SuggestedLocal areaVisa sponsorship$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients modernize the future of finance. In this role, you will work with Finance and Technology leaders to address complex challenges across...SuggestedLocal area$110.7k - $218.3k
...value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy... ...may be available.A Bachelor's degree in Accounting, Finance, Business Administration, Economics, Information Systems, or another...SuggestedLocal areaVisa sponsorship$116.2k - $229.1k
...disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity... ...09/14/2026. Work you'll do As a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve the...SuggestedLocal areaVisa sponsorship$82.6k - $162.8k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite...Local areaVisa sponsorship$20 - $26 per hour
...gives people the confidence to reach further. Overview To perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering general queries by telephone, email or in personOrganize and accurately...Full timeWork at office$128k - $252.5k
...and private equity clients, this role offers the opportunity to support finance integration and separation efforts that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will work across finance,...Local area- Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity...
$65.7k
Your Role on the TeamWorking independently under general supervision, applies a broad understanding of student aid program practices and policies to determine appropriate allocation of financial aid awards, authorize exceptions. Provides individual counseling on non-routine...Seasonal workWork at officeNight shift$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$120k - $260k
...professionals to join our high-performing sales team. As a Financial Consultant, you'll be the first point of contact for customers looking... ...great! Responsibilities Consult with clients to assess their finances and determine if debt settlement is a viable option. Handle...Daily paidMonday to ThursdayFlexible hoursShift work$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial ...Full timeContract workFor contractorsWork at office- Financial Aid AdvisorFounded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation's top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known for its...Seasonal workWork at officeLocal areaNight shift
$80k - $90k
...Academy at Bank of America and local leadership who are invested in your success.Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.Provide end-to-end comprehensive advice, deliver...Interim roleWork at officeLocal areaImmediate startDay shift- Associate Financial AdvisorThis job posting is anticipated to remain open for 30 days. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors...Temporary workFlexible hours
$105.4k - $207.8k
...for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction... ...and separation planning and execution, as well as transaction financing. Qualifications Required: Bachelor’s Degree3 + years of US...Local areaVisa sponsorship$110.7k - $218.3k
Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale... ...efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite...Local areaVisa sponsorship- ...rights and responsibilities, FAFSA completion, loan acceptance/denial, scholarships and alternative funding options that help resolve financing issues.Works proactively with campus teams to support the needs of students and improve student and operational outcomes.Executes...Remote workNight shift
- DescriptionJoin the transformative team at City of Hope, where we're changing lives and making a real difference in the fight against cancer, diabetes, and other life-threatening illnesses. City of Hope’s growing national system includes its Los Angeles campus, a network...Work experience placementMonday to Friday
$99k - $130k
...solution, this may not be the role for youWork across functions and learn Anduril’s business top-to-bottom. You will interact with Finance, Engineering, Supply Chain, Manufacturing, and moreOwn detailed should cost models end-to-end, from on-the-ground gathering of data...Full timeWork experience placementImmediate startAfternoon shift$110k
.... The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Retirement Plan Consultant will assist in managing the strategic planning, consulting, guidance, marketing, investment analysis and servicing of the assigned...Full timeContract workWork at officeLocal areaFlexible hours$79k - $125k
...Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We... ...feedback and training Requirements BS degree in Accounting, Finance, Business-related field or relevant work experience.Preference...Full timeContract workWork experience placementLocal areaFlexible hours- ...with a willingness to learn and develop professionally Strong ethical standards and professional judgment Interest in personal finance, wealth management, or financial planning What We Offer Comprehensive training and professional development programs...Work at office
- Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll ...
$50k - $75k
This range is provided by Prudential Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $50,000.00/yr - $75,000.00/yr Additional compensation types Annual Bonus and Commission Direct message...Minimum wageFull timeContract workPart time$150k - $250k
Financial Representative (Career-Changers are welcome to apply) Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele...Work experience placement- Description The Division of Enrollment Management represents the Offices of Enrollment Management, Undergraduate Admissions, Financial Aid and Scholarships and the University Registrar. These key functional offices support the campus goals to recruit, retain and provide...Seasonal workWork at officeNight shift
- ...the U.S. (mainly California and Arizona) up to 25% of the time. All other duties as assigned. Qualification sBachelor’s degree in finance or accounting from an accredited college or university, with two (2) to four (4) years of hands‑on experience in the financial...
- ...solutions, and other financial decisions throughout their lives. Qualifications Prior experience in insurance, investments, banking, finance, or related fields is essential. Proficiency in computer skills and various software programs is required. Good understanding of...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance Consultant. Be the first to apply!
- financial planner cfp Irvine, CA
- senior financial advisor Irvine, CA
- strategic finance associate Irvine, CA
- associate leveraged finance Irvine, CA
- financial advisor development program Irvine, CA
- jde finance consultant Irvine, CA
- estate planning consultant Irvine, CA
- associate corporate finance Irvine, CA
- wealth advisor Irvine, CA
- financial planning associate Irvine, CA


