Senior Associate, Strategic Finance
Senior Associate, Strategic Finance
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Are you ready to make an impact
We are looking for a proactive and analytical Senior Associate Strategic Financeto play a key role in driving financial planning value creation investor engagement and risk management at our dynamic PE-backed business & technology consulting firm. This position will contribute to the firms strategic initiatives by supporting forward-looking financial strategies such as scenario-based planning investment analysis corporate development activities and enterprise valuation efforts that promote growth and long-term value creation.
In this role you will help execute the firms value creation plan collaborate on investor and lender communications and contribute to preparations for future liquidity events (e.g. sale or recapitalization). You will also play an integral role in initiatives like capital structure optimization equity story development and due diligence processes.
Key Responsibilities
Strategic Finance & Value Creation
- Collaborate on the development of the firmsinvestment thesisand value creation plan ensuring alignment with strategic objectives.
- Support budgeting forecasting and long-term planning processes tied to value creation initiatives.
- Develop business cases and conduct scenario-based financial modeling to inform executive decisions on high-impact initiatives (e.g. market expansion platform integrations M&A).
- Assess profitability pricing strategies SG&A and working capital to identify opportunities for margin growth and operational improvements.
- Partner with corporate development and business leaders to evaluate investment opportunities through both financial and strategic lenses.
- Contribute to M&A processes including due diligence financial modeling and integration planning.
- Monitor progress against the firms value creation plan and recommend adjustments to maximize growth and profitability.
Long-Term Planning & Valuation
- Assist with the annual valuation process to help optimize share price.
- Contribute to the development of multi-year financial outlooks to support strategic planning board reporting and exit scenario analysis.
- Perform valuation analyses (e.g. DCF comparables transaction multiples) in alignment with market trends and stakeholder expectations.
Investor Relations & Board Engagement
- Help prepare materials for investors including KPIs financial models and equity story presentations in support of potential transactions such as a sale recapitalization or refinancing.
- Contribute to readiness initiatives like standardizing KPIs automating reporting and organizing data rooms.
- Support the creation of board materials investor updates and covenant compliance reports.
- Collaborate on communications with investors regarding the firms equity story financial performance and strategic initiatives.
Capital Strategy & Risk Management
- Assist in evaluating the firms capital structure including debt refinancing recapitalizations and strategic funding alternatives.
- Help maintain the enterprise risk framework to identify assess and monitor key risks across strategic financial operational and compliance areas.
- Partner with leaders to develop mitigation strategies for high-priority risks (e.g. client concentration talent gaps compliance concerns cybersecurity).
- Incorporate risk insights into financial planning forecasting and reporting processes.
Qualifications
- 37 yearsof experience in investment banking private equity consulting or strategic finance ideally within a PE-backed organization.
- Proficiency in financial modeling and developing business cases.
- Experience preparing materials for investors and boards with confidence in supporting executive-level stakeholders.
- Familiarity with capital structure concepts debt covenants and exit processes.
- Strong organizational and project management skills with a focus on driving results.
- Understanding of key professional services metrics (e.g. utilization realization contribution margin).
- Advanced Excel skills and familiarity with financial systems; experience with BI tools (e.g. Tableau Power BI) is a plus.
- Bachelors degree in Finance Accounting Economics or a related field; MBA CPA or CFA is a plus.
Preferred Attributes
- Proven ability to thrive in high-growth PE-backed environments.
- Strong interpersonal skills with the ability to collaborate across strategy operations finance and investor-facing functions.
- Detail-oriented and structured thinker with a sense of urgency and ownership.
- Transaction experience (e.g. M&A recapitalization exit preparation) is highly desirable.
Based on pay transparency guidelines the salaryrange for this role canvary based on your proximity to one of our West Monroe offices (seetable below). Information on our competitive total rewards packageincluding our bonus structure and benefits ishere. Individual salaries are determined by evaluating a variety of factors including geographyexperience skills education and internal equity.
Employees (and their families) are covered by medical dental vision and basic life insurance. Employeesare able toenroll in our companys 401k planpurchase shares from our employee stock ownership program and be eligible toreceive annual bonuses. Employees will also receive unlimited flexible time offand ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.
Other consultancies talk at you.
At West Monroe we work with you.
Were a global business and technology consulting firm passionate about creating measurable value for our clients delivering real-world solutions.
The combination of business and technology is not new but how we bring them together is unique. Were fluent in both. We know that technology alone is not the answer but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.
At West Monroe we zero in on the heart of the opportunity getting to results faster and preparing people for whats next.
Youll feel the difference in how we work. We show up personally. Were right there in the room with you co-creating through the challenges. With West Monroe collaboration isnt a lofty promise but a daily action. We work together with you to turn vision into clear action with lasting impact.
West Monroeis an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit experience and potential without regard to race color national origin sex sexual orientation gender identity marital status age religion disability veteran status or any other characteristic prohibited by federal state or local law. To learn more about diversity equity and inclusion at West Monroe visit If you require a reasonable accommodation to participate in our recruiting process please inquire by sending an email to .
Please review our current policy regarding use of generative artificial intelligence during the application process.
If you are based in California we encourage you to read West Monroes Notice at Collection for California residents provided pursuant to the California Consumer Privacy Act (CCPA) and linkedhere.
Required Experience:
Senior IC
Employment Type
Full Time
