Manager - Financial Modeling

  • Full-time

Company Description

Be part of a global consulting powerhouse, partnering with clients on their most critical strategic transformations.

We are Wavestone. Energetic, solution-driven experts who focus as much on people as on performance and growth. Hand in hand, we share a deep desire to make a positive impact. We are an ambitious firm with a worldwide reach and an ever-expanding portfolio of clients, topics, and projects. In North America, Wavestone operates from hubs in New York City, Pittsburgh, Dallas and Toronto. We work closely with CEOs and technology leaders to optimize IT strategy, sourcing models, and business processes and are committed to building lasting partnerships with our clients.

Are you a true team player, living strong values? Are you a passionate learner, aiming to grow every day? Are you a driven go-getter, tackling challenges head-on? Then we could be the right fit for you. Join Wavestone and thrive in an environment that’s empowering, collaborative, and full of opportunities to turn today’s challenges into tomorrow’s solutions – contributing to one or more of our core 4 capabilities:

Business Consulting | Business Strategy & Transformation, Organizational Effectiveness & Change Management, Operating Model Design & Agility, Program Leadership & Project Management, Marketing, Innovation, & Customer Experience

 

Technology Consulting | IT Strategy & CTO Advisory, Technology Delivery, Data & Artificial Intelligence, Software & Application: Development & Integration, SAP Consulting, Insurance/Reinsurance

 

Cybersecurity | Cyber Transformation Remediation, Cyber Defense & Recovery, Digital Identity, Audit & Incident Response, Product & Industrial Cybersecurity

 

Sourcing & Service Optimization | Global Services Strategy, IT & Business Process Services Outsourcing, Global In-House Center Support, Services Optimization, Sourcing Program Management

 

Read more at www.wavestone.com

Job Description

As a Manager – Financial Modeling in our business consulting practice, you will lead and advise consulting engagements that enable and drive data-driven decision-making through advanced financial analysis and modeling. This is a client-facing, full-time role that requires the ability to lead and deliver complex consulting engagements in a variety of business consulting engagements - not limited to any one industry vertical.

 

The ideal candidate will have a strong background in leading consulting engagements, managing stakeholders, with a proven ability to lead project teams to deliver actionable insights and strategic recommendations based on financial data. This role requires proficiency in leveraging multiple data sources to develop functional models and reports, as well as advanced skills in Excel (or similar spreadsheet tools) and Power BI to perform moderate to complex analyses of capital projects. The successful candidate will have strong stakeholder management experience as well as leadership experience leading project teams.

Responsibilities

  • Lead and deliver consulting engagements focused on solving complex financial and strategic challenges, including financial modeling, M&A transactions, business valuations, forecasting, and performance improvement.
  • Apply deep expertise in financial consulting and advanced financial modeling to analyze client data, develop dynamic models, and present actionable insights that influence executive decision-making and drive measurable business results.
  • Lead and own large-scale client initiatives and programs in support of Wavestone’s overall P&L and growth potential ensuring quality work, on time, and within budget. 
  • Serve as a key point of contact for clients, managing relationships and ensuring high levels of client satisfaction and engagement throughout the project lifecycle.
  • Actively guide and participate in client engagement(s) to direct solution development and implementation. 
  • Create and develop business relationships and serve as a trusted advisor to clients.  
  • Execute business development plans including lead qualification, problem/solution exploration, proposal generation and related client meetings. 
  • Contribute to business development goals established by leadership. 
  • Lead and motivate direct reports as well as client project team members. Provide regular feedback and development-focused coaching and mentoring. 
  • Support talent recruitment by acquiring and developing high potential talent. 
  • Facilitate client meetings and conversations that result in clear outcomes and mutual understanding. 
  • Develop clear and compelling business presentations/reviews for internal and external audiences.
  • Develop overall governance programs to effectively define, monitor, and support programs and strategies.
  • Continually evaluate and learn new tools, processes, or approaches to further improve existing methodologies. Create new methodologies and other intellectual capital for the practice area. 
  • Actively participate in and represent the company at business marketing events such as speaking engagements, networking events, executive events, and seminars.

 

Qualifications

Education 

  • Bachelor’s degree in a variety of disciplines to include Business, Finance, Engineering, Operations, or other relevant disciplines.
  • Master’s/MBA preferred. 

 

Required Experience  

  • 5 or more years’ consulting experience with a strong emphasis on financial consulting including financial modeling, M&A, valuation analysis and strategic financial planning.
  • Demonstrated track record of leading high-impact client engagements and cross-functional teams, overseeing complex financial modeling and consulting projects while fostering trusted relationships with senior executives and decision-makers.
  • Well-developed business acumen including policy alignment, concise communication, and financial consulting solutions in support of a client's strategic goals. 
  • Demonstrated success executing business development plans and goals. 
  • A focus on strategic planning including critical thinking, bringing structure to ambiguous situations, and leading toward a future vision.
  • Well-developed communications skills, including expertise in delivering compelling presentations to stakeholders. 
  • Effective problem resolution skills including the ability to break a problem down into solvable components. 
  • Demonstrated customer focus that conveys a genuine concern for customer needs and generates customer satisfaction.
  • People leadership including experience serving as a coach and mentor in support of individual and team development. 
  • Proven ability to build trusting interpersonal relationships, and model professional demeanor when faced with opposition, pressure, or stressful conditions. 
  • Ability to travel based on client requirements.

 

Preferred Experience  

  • 8 or more years’ experience in consulting including team leadership, with deep experience in financial modeling, M&A, valuation analysis and strategic financial planning.
  • Experience developing a practice or set of service offerings to clients. 
  • Process improvement/Six Sigma/Lean Sigma experience. 

 

Benefits 

  • Medical / Dental / Vision coverage
  • Health Care FSA and Dependent Care FSA
  • Employer Paid disability and life insurance
  • Short-term & Long-term Disability
  • Term life and AD&D
  • Voluntary life insurances
  • Critical Illness and Accident insurances
  • $50 Technology stipend (monthly)
  • 401(k) retirement plan - Traditional 401(k) & Roth 401(k)
  • 30 Days of flexible paid time off (accrued monthly)
  • Employee Assistance Plan (EAP)
  • Ability to participate in the company ESOP plan

Additional Information

Wavestone is an equal opportunity employer. We embrace diversity as a core component of our culture. Our collective success depends heavily on the recruitment and inclusion of qualified professionals, regardless of individual characteristics such as race, ancestry, religion, color, sex, age, national origin, sexual orientation, gender identity, disability, veteran’s status, or any characteristic protected by law.

 

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