Principal Financial Advisory Consultant

Qualifications:

Experience

• 15 years in Financial Advisory with expertise in M&A advisory debt financing advisory LTA or ESG financing.
• Proven toptier business development track record ($5M annual revenue).
• Deep Clevel network in New Yorks PE investment banking and institutional investing ecosystem.
• Background at a top consulting firm investment bank or institutional advisory in senior BD roles.
• Sector depth in Engineering Procurement and Construction (EPC) Energy Infrastructure Refining Petrochemicals or Renewables; knowledge of energy transition financing is highly preferred.

Education & Credentials

• MBA BS in Finance/Accounting or equivalent.
• CFA/CPA a plus.

Skills

• Exceptional executive communication and influence; Boardready presence.
• Advanced analytical quantitative and strategic problemsolving.
• Demonstrated leadership of crossfunctional multicultural teams under tight timelines.
• Strong commercial judgment with the ability to integrate financial technical and risk considerations.

Attributes

• Established New Yorkcentric industry network; rapid revenue ramp.
• Motivated by building long-term client relationships teams and advisory capability.
• Trusted advisor mindset with a passion for sustainability and the energy transition.

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Moving forward together

Were committed to building a diverse inclusive and respectful workplace where everyone feels they belong can bring themselves and are heard. We provide equal employment opportunities to all qualified applicants and employees without regard to age race creed color religion sex national origin ancestry disability status veteran status sexual orientation gender identity or expression genetic information marital status citizenship status or any other basis as protected by law.

We want our people to be energized and empowered to drive sustainable impact. So our focus is on a values-inspired culture that unlocks brilliance through belonging connection and innovation.

And were not just talking about it; were doing it. Were reskilling our people leveraging transferable skills and supporting the transition of our workforce to become experts in todays low carbon energy infrastructure and technology.

Whatever your ambition theres a path for you here. And theres no barrier to your potential career success. Join us to broaden your horizons explore diverse opportunities and be part of delivering sustainable change.

Worley Consulting the consulting arm of Worley. Be part of the solution.

Worley Consulting the consulting arm of Worley is a global leader in delivering innovative solutions for the energy transition infrastructure and resource sectors. We partner with private equity firms investment banks and institutional investors to deliver projects and create value over the life of assetsbridging todays energy needs while accelerating the shift toward more sustainable solutions.

Principal Financial Advisory Consultant
New York City and Metro Area

Role Overview

As head of Financial Advisory you will build and lead Worley Consultings Financial Advisory practicecovering M&A advisory debt financing advisory Lender Technical Advisory (LTA) and ESGlinked financing. Youll originate and deliver complex multimilliondollar engagements shape market strategy and represent Worley Consulting with Csuite stakeholders across PE banks and institutional investors.

This role combines revenue generation senior client advisory and practice leadership. You will help build long-term client relationships originate and lead complex engagements and contribute to the continued growth and reputation of Worley Consulting in one of the worlds most influential financial markets.

Key Responsibilities

Revenue & Market Leadership

• Originate and close $5M in annual consulting revenue through Clevel relationships across private equity investment banking and institutional investing.
• Build a strong New Yorkanchored deal network; expand across global financial hubs (e.g. London Houston Singapore).

Financial Advisory Scope (What Youll Advise On)

• M&A Advisory: Commercial and technical diligence; synergy ops and valuecreation planning in energy infrastructure refining petrochemicals and renewables.
• Debt & Financing Advisory: Capital structure options lender requirements bankability risk allocation and financing case support.
• Lender Technical Advisory (LTA): Independent technical/economic assessment for lenders including capex/opex validation schedule realism construction risk performance testing and monitoring through COD.
• ESG & Standards: Align with Equator Principles IFC Performance Standards and ESG frameworks; integrate sustainability into deal and project decisions.

Strategic Client Leadership

• Serve as a trusted advisor to Csuite and Boards; translate strategies into actionable projects with clear value and risk mitigation.
• Lead proposal strategy win themes budgets and execution plans for multimilliondollar programs.

Project Excellence

• Run complex crossfunctional engagements with exceptional quality cost control and client satisfaction.
• Oversee development of models scenarios and investment cases that withstand lender and investment committee scrutiny.

Practice & People Leadership

• Shape practice strategy hire and mentor top talent and build a highperforming multicultural team.
• Represent Worley Consulting at industry forums (e.g. PEI ACG New York Energy Capital Conferences).

Thought Leadership & Innovation

• Publish articles and whitepapers; speak at conferences to elevate the brand.
• Develop tools methodologies and analytics that advance Worleys technical and economic modelingpositioning Worley as a leader in lender advisory services.

Sustainability & Safety

• Embed Worleys zeroharm vision; align client solutions with netzero and sustainability goals.