OCFO Senior Associate
Senior Associate - Office of the CFO Advisory
Locations: New York, San Francisco, Miami, Houston
Position Overview
A growing advisory firm is seeking a Senior Associate to join its Strategic Finance / Office of the CFO practice. This individual will work directly with senior leadership and client executives to support a wide range of finance transformation, performance improvement, and transaction-related initiatives.
The role offers significant client exposure and the opportunity to operate as part of lean, high-performing teams, supporting both strategic decision-making and execution across a variety of complex engagements. Ideal candidates will bring a blend of analytical rigor, financial acumen, and strong communication skills.
Key Responsibilities
- Support the execution of client engagements across finance transformation, FP&A optimization, and strategic finance initiatives
- Build and maintain financial models, including forecasting, budgeting, and scenario analysis
- Analyze financial performance, KPIs, and operational metrics to identify actionable insights
- Assist in the design and implementation of improved finance processes and reporting structures
- Prepare client-ready materials, including presentations for senior management and board-level stakeholders
- Support working capital, liquidity, and cost optimization analyses
- Participate in M&A-related workstreams, including diligence, integration, and carve-out support
- Collaborate closely with client finance teams to enhance decision-making capabilities and reporting accuracy
- Contribute to internal knowledge development and firm-building initiatives
Qualifications
- 3-6 years of relevant experience in consulting, FP&A, or related finance roles
- Strong financial modeling and analytical skillset
- Experience working with financial statements, budgeting, and forecasting processes
- Exposure to ERP systems and data tools is a plus
- Excellent communication skills with the ability to present complex ideas clearly
- Highly organized with the ability to manage multiple workstreams in a fast-paced environment
- Demonstrated ability to work collaboratively with both internal teams and client stakeholders
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