Senior Consultant – Financial Advisory Services

About the role

We are seeking a Senior Consultant to join our Financial Advisory Services team. The role works closely with privately‑held, entrepreneurial businesses, delivering strategic finance, accounting, and advisory solutions while providing mentorship to junior staff.

Key responsibilities

• Lead financial advisory engagements for privately held businesses across multiple industries.
• Develop forecasts, budgets, KPIs, management reporting packages, and executive dashboards.
• Perform FP&A activities, including budgeting, variance analysis, and decision support.
• Build financial models for cash‑flow forecasting and profitability analysis.
• Support month‑end close, financial reporting, and outsourced accounting engagements.
• Research and resolve technical accounting matters.
• Evaluate accounting processes and internal controls, recommending improvements.
• Assist clients with accounting transitions, audit readiness, and reporting enhancements.
• Provide guidance on ownership transitions and other strategic initiatives.
• Lead engagement teams and mentor junior professionals.
• Contribute to internal recruiting, professional development, and practice growth.

Required profile

• Bachelor's degree in Accounting or Finance.
• Minimum 3 years of accounting, finance, or advisory experience, preferably at a mid‑size firm.
• Strong analytical, problem‑solving, and communication abilities.
• Experience working directly with clients or internal business partners.
• Ability to manage multiple priorities in a fast‑paced, client‑focused environment.
• Willingness to work in a hybrid office setting (approximately four days per week).

Required skills

• Microsoft Excel
• Financial modeling