Deals Services - Senior Associate, Strategic Finance and FP&A, Advanced Decision Modeling (Boston/Hybrid)
$85.1k - $161.7kRSM International
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a company’s life cycle via in-depth consulting and financial modeling. The ideal Senior Associate candidate has 2+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered. Advanced financial modeling experience is required for any candidate to be considered. Responsibilities: Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations and divestitures Interpret data and propose strategies based on future risk trends, market and industry influences, Evaluate current and historical financial data Study economic and business trends Be current with business and economic issues relevant to the client's business. Utilize technology and tools to provide innovative high value services Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge Qualifications:Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus 3-5 years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus 3-5 years of related work experience involving financial analysis Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&A team Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx Preferred Qualifications: Expert at developing and explaining fully integrated 3-Statement financial models in Microsoft Excel Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event Proficiency and experience creating board level and management ready presentations in Power Point highlighting key Client deliverables, findings, and solutions Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches Strong fundamental valuation skills including exceptional understanding of both the income and market approaches Willingness to travel up to 25% to meet client needs At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at View phone number on click.appcast.io or send us an email at View email address on click.appcast.io does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $85,100 - $161,700Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.SummaryLocation: Boston; Vancouver; San Francisco; Los Angeles; Philadelphia; Toronto; New YorkType: Full time
$101k - $203k
...professional services to the... ...analyses and models in support of strategic finance, FP&A, and transaction... ...investment, and deal decisions.Analyzes... ...experience.Advanced experience developing... ..., debt, and hybrid instruments... ...experienced associate.RSM will... ...: Boston; Vancouver;...SuggestedFull timeWork experience placementInternshipLocal area$112.1k - $225.5k
...professional services to the... ...ResponsibilitiesLeads strategic finance and FP&A consulting... ...financial models, including... ...strategic decision-making.... ...through deal analysis... ...analysis.Advanced experience... ...debt, and hybrid... ...experienced associate.RSM will consider... ...: Boston; Fort Lauderdale...SuggestedFull timeWork experience placementInternshipLocal area$102k - $163k
...employees happy. The Strategic Finance team is... ...and operational decision-making across the... ...Strategic Finance Senior Associate to support the Research... ...to help drive R&D FP&A across the... ...maintain financial models across headcount,... ...Our Approach to Hybrid Working We embrace...SeniorWork at officeLocal area$115k - $145k
...retirement services industry. Our... ...to deliver advanced retirement... ...to add a Senior FP&A Analyst to... ...proactive finance professional... ...work from our Boston, MA office.... ...supports a hybrid work model with 4 days... ...business decisions. Support the... ...to support strategic and operational...SeniorWork at officeRemote workVisa sponsorship$77k - $202k
...people in finance consulting... ...consulting services related to... ..., improve decision-making,... ...and achieve strategic objectives... ...part of the FP&A team, you... ...operating models, improving... .... As a Senior Associate, you will... ...equivalent advanced degree preferred... ...; MA-Boston; LA-New Orleans...SeniorFull timeH1b$124k - $280k
...practice, within Finance Consulting services, will provide... ...drive better decisions and actions.... ...part of the FP&A team, you... ...redesign, operating model... ...enable more strategic, data-driven... ...automation, and advanced analytics to... ...CO-Denver; MA-Boston; NY-New York;...SeniorFull timeH1b- Senior to Principal Data Engineer... ...SQLserver, Financial Services), Boston, MA. Hybrid, min 3 days... ...helping to advance the implementation of the strategic Data Engineer... ...data model, create master... ...undergraduate degree in finance, technology... ...practical decision-making skills...SeniorPermanent employmentContract workWork at officeLocal area3 days per week
- LibertasGroup in Boston, MA is seeking a Senior Associate in Leveraged Finance with 5-7 years of experience to underwrite, execute... ..., develop complex financial models, mentor junior staff, and coordinate... ...the ability to manage multiple deals in a fast-paced environment. #J...Senior
- JOHN LEONARD in Boston is seeking a detail-oriented... ...with a strong FP&A background to... ..., forecasting, and strategic financial decisions. This hybrid role collaborates with... ...candidate holds a finance or accounting degree... ...financial reporting, modeling, scenario analysis,...
- MathWorks seeks a strategic Senior FP&A Analyst to lead planning, forecasting... ...to build financial models, scenarios, and... ...quality and support growth decisions. The ideal candidate blends finance acumen with data skills... ...resources in a hybrid environment. #J-18808-...
- FP&A Analyst job at Lakeside Software. Boston, MA. Lakeside Software... ...join our Finance team. This... ...in driving strategic decision-making through... ...financial modeling, forecasting... ...for senior leadership... ...employment, its services, activities... ...Sick Time Hybrid work environment...Temporary workLocal areaFlexible hours
$148.89k
...Smith is seeking a Senior Financial... ...our Corporate FP&A Team! This role... ...and financial models to assess performance, inform strategic planning, and determine... ...#LI-LP2 #LI-HYBRID Skills & Abilities • Advanced skills in... ..., function and associated responsibilities...SeniorWork experience placementH1b$104.6k - $119.6k
...and Factoring FP&A Team. This... ...a remote or hybrid working schedule... ...Portland, ME, Boston, MA, New York... ...within the finance organization,... ...presentations for Senior Management... ...influencing decision making and identifying... ...sales team deal... ...analysis experience.Advanced skills within...SeniorRemote workFlexible hours$104.6k - $119.6k
...is seeking a Senior Financial Analyst... ...the Corporate FP&A team. This... ...closely with HR, Finance and Legal... ...supports informed decision-making aligned... ...Portland ME or Boston MA for a hybrid schedule from... ...make an impact Strategic Planning and... ...in reporting, modeling, and analytics...SeniorWork at officeFlexible hours- Senior Investment Data Engineer, Boston, MA, Hybrid, 2 days in, 150k to 190kCompensation... ...design review of advancements in our client’s investment decision systems to promote... ...Pandas, NumPy) for modeling/analytical work and... ...with AWS Cloud services (e.g. S3, EC2, ECS...SeniorPermanent employmentWork experience placementCasual workWork at office
- ...Chemistry is seeking a Senior Financial Analyst to join the FP&A team. You will oversee... ...HR, Sales Ops, Client Finance, and offshoring teams to... ...A, excels in financial modeling with Excel and PowerPoint... .../Tableau) to inform strategic decisions. #J-18808-Ljbffr Socket...SeniorRemote job
$89.46k - $143.14k
...is trusted decisions, consistent... ...Corporate FP&A Senior Analyst... ...Reports to: Associate Director FP... ...Location: Boston, MA or Houston, TX Hybrid A quick... ...part of the Finance team, supporting... ..., Anaplan model development... ...it's a big deal...... ...that drives strategic decisions....SeniorFull timeImmediate startWorldwideFlexible hours$90k - $100k
Senior Financial Analyst - AI Investments... ...suite of services across... ...of the FP&A team, this role... ...help drive strategic decision making. This... ...closely with Finance, Technology,... ...consumption, model usage, software... ...and associated financial impacts... ..., including advanced Excel and PowerPoint...SeniorWork experience placementLocal area$80k - $91k
...We're seeking a Senior Finance Analyst to support... ...inform business decisions. In this role,... ...assigned. You will be hybrid out of our Boston, MA office and... ...financial model outputs and business... ...inaccounting,FP&A, solar project finance... ..., products, and services across the...SeniorWork at officeFlexible hours$94.6k - $118.3k
...Berwyn, PA with a hybrid work model. About Envestnet... .... Supporting finance leaders and cross... ...inform executive decision‑making. By identifying... ...rigor with strategic partnership in a... ...ll Contribute The Senior FP&A Analyst is responsible... ...data sets. Advanced Microsoft Excel skills...Senior$90k - $120k
...Location(s) Boston/*generated... ...Function Finance/*generated... ...services firms, CohnReznick... ...Consulting Senior Associate to join the... ...is a hybrid firm and most... ...financial modeling and other... ...investment decisions on affordable... ...and deal structure... ...productsDemonstrated advanced...SeniorWork at officeLocal areaFlexible hours3 days per week$77k - $202k
...Accounting Advisory Services)Management... ...SummaryThe OpportunityAs a Deals - Capital Markets Accounting... ...Services - Senior Associate, you will provide strategic guidance on... ...accounting policies and models to support client needs... ...; CO-Denver; MA-Boston; NY-New York; CA-San...SeniorFull timeH1b$115k - $155k
...member of the Finance team, the Senior Financial Analyst... ...data-driven decisions, and support the strategic and financial planning... ...:Advance the understanding... ...company’s business model and forecasting... ...experience in FP&A, investment banking... ...office located in Boston, MA. The...SeniorFull timeWork at officeRelocation- ...Engines is seeking a Senior Manager of... ...Planning & Analysis (FP&A) to lead the finance function, partnering... ...The role focuses on modeling, forecasting,... ...communications, and strategic planning to drive decisions across the organization... ...experience, advanced modeling, and strong...Senior
- Lendbuzz is seeking a Senior Human Resources Business... ...teams from our Boston headquarters. This role... ...leaders to guide career advancement, employee relations, leveling... ...Based in Boston, this hybrid position requires at... ...executives to drive strategic HR initiatives and...Senior
- AppBuddy in Boston, Massachusetts is seeking a Senior AI Product Manager to lead the strategy and roadmap for... ...on prototyping and technical decision-making. With responsibilities ranging... ...offers a competitive salary and a hybrid working model. #J-18808-Ljbffr AppBuddySenior
- Lendbuzz Inc. is seeking a Senior Human Resources Business Partner... ...their tech teams in Boston, MA. This hybrid position requires in-office... ...employee relations, career advancement, and organizational design.... ...coaching leaders, and supporting strategic HR initiatives. #J-18808-...SeniorWork at office2 days per week
$77k - $143k
...smarter decisions and greater... ...of Boston, Massachusetts... ...acts as the strategic bridge between Finance, Sales,... ...skilled Senior... ...predictive modeling, forecasting... ...Director, FP&A and play... ...loss rates, deal velocity,... ...and self-service reporting... ...similar) ~ Advanced...SeniorRemote workFlexible hours- Lakeside Software is seeking an FP&A Analyst to support strategic decision-making through financial modeling, forecasting, and data-driven... ...hold a bachelor’s degree in Finance and possess strong financial... .... This position offers a hybrid work environment and comprehensive...
$86.32k - $129.48k
...analyzing performance, and building financial models. Candidates should have a Bachelor's degree, 5+ years of experience in finance or accounting, and proficiency in Excel.... ...Power BI is preferred. The position offers a hybrid work schedule with 3 in-office days and 2 remote...Work at officeRemote work
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