Associate/Sr. Associate M&A/FP&A/RX
Associate / Senior Associate - Investment Banking & Strategic Finance
Location: Birmingham, MI
Overview
This is a multi-disciplinary role offering exposure across M&A Investment Banking, FP&A/Corporate Finance, and Restructuring within a lower-middle market advisory platform. The position provides the opportunity to work across all three verticals early on, with a clear path to specialize at the Vice President level based on performance and interest. Candidates will gain hands-on experience in a high-volume, deal-driven environment, working closely with senior leadership on transactions across Healthcare, Industrials, Consumer, and Business Services sectors within a lean, entrepreneurial team.
Key Responsibilities
- Support buy-side and sell-side M&A execution, including modeling and materials
- Perform FP&A / corporate finance analysis (budgeting, forecasting, performance tracking)
- Assist on restructuring engagements (liquidity, cash flow, stakeholder reporting)
- Build financial models and support diligence, research, and client deliverables
Qualifications
- Associate: 3+ years | Senior Associate: 5+ years in IB, TAS, FP&A, or restructuring
- Strong skills in financial modeling, accounting, and valuation
- Experience supporting transactions or strategic finance projects
- Ability to manage multiple priorities in a fast-paced environment
Why This Role
- Broad deal exposure across M&A, FP&A, and restructuring
- Opportunity to close a high volume of transactions
- Clear path to specialization at the VP level
- Exposure across Healthcare, Industrials, Consumer, and Business Services
Work Structure
- 4 days in-office / 1 day remote
- Highly collaborative, team-oriented environment
- Direct exposure to senior leadership
- Strong mentorship and hands-on responsibility early
If you have any questions, please reach out
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