The Director of Strategic Finance Consulting acts as a trusted advisor to clients, delivering high-quality financial analysis, modeling, and strategic guidance. They are responsible for managing project work plans, leading internal teams, and ensuring all deliverables meet the firm's high standards for quality and client satisfaction.
Lead the company's operating rhythm, including leadership meetings, scorecards, quarterly planning, and accountability, while developing data-backed plans to scale its M&A advisory, transaction diligence, and strategic CFO businesses. Execute growth plans and scale core systems across hiring, onboarding, HR, legal, IT, AI, and automation, reporting progress against targets.
The associate will partner with clients to provide financial models, reporting packages, and cash flow analyses. They will also collaborate with cross-functional teams to drive strategic projects and develop growth plans.
You will be responsible for developing and executing the firm's content strategy, including writing thought leadership, managing LinkedIn presence, and producing sales-enablement materials. Additionally, you will oversee marketing operations in HubSpot and collaborate with senior partners to translate complex financial insights into engaging content for target audiences.
The Managing Director will originate and lead M&A advisory engagements while maintaining senior-level relationships with business owners and investors. They will partner with the firm's execution team to deliver strategic solutions across the client's ownership lifecycle.
The role involves performing complex financial modeling, strategic analysis, and market research to support M&A and capital raising efforts. The associate will also develop client presentations and manage cross-functional projects to drive strategic business decisions.
