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