Principal Financial Advisor shaping strategic financial decisions and optimizing performance at Blue Cross NC. Working closely with leadership to drive financial innovation and implement strategies.
About the role
- Manager advising clients on strategic finance and FP&A solutions at RSM, a leading provider of professional services. Utilizing advanced financial modeling and analytics to drive client success.
Responsibilities
- analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning
- develop investment values
- deal analysis associated with mergers and acquisitions, integrations, and divestitures
- interpret data and propose strategies based on future risk trends, market, and industry influences
- evaluate current and historical financial data
- study economic and business trends
- be current with business and economic issues relevant to the client's business
- utilize technology and tools to provide innovative high value services
- consistently deliver quality client services by monitoring progress and demonstrating in-depth technical capabilities and professional knowledge
Requirements
- 5-8+ years of related experience in a high growth and fast paced setting
- extensive experience performing in-depth company valuations
- building detailed operating and cash flow models
- assessing industry and competitive landscapes
- performing due diligence
- executing both M&A transactions and private / public financings
- client facing experience from consulting, public accounting, private equity, venture capital or investment banking
- advanced financial modeling experience
- Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance, Economics, Engineering, or a related field, plus five years of related work experience involving financial analysis
- knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm
Benefits
- competitive benefits and compensation package
- flexibility in your schedule
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