Financial Advisory Consulting

Location: Dallas Fort WorthWork Model: Hybrid/In-Office Role Overview We are seeking an accomplished Financial Advisory Consultant who combines deep FP&A expertise with proven ability to design and execute financial processes from the ground up. This role will lead both client-facing consulting engagements and internal finance transformation initiatives, building scalable budgeting frameworks, financial models, and business partnering processes that drive strategic decision-making. The ideal candidate thrives in build-phase environments, excels at translating complex financial concepts for diverse stakeholders, and can seamlessly shift between hands-on modeling work and strategic advisory. This position reports directly to the CFO and serves as a critical bridge between finance, operations, and business leadership. Key Responsibilities 1. Financial Planning & Budget Process Leadership Design and implement comprehensive budgeting and forecasting processes from scratch, including timelines, templates, review cadences, and stakeholder education Build dynamic, driver-based financial models capable of scenario planning, sensitivity analysis, and long-range strategic planning Deliver end-to-end reporting solutions and establish budget calendars with clear ownership, deadlines, and submission protocols Lead client-facing FP&A projects, including implementing planning technologies and developing integrated financial models Ensure all processes are documented, repeatable, and adaptable for future cycles 1. Strategic Business Partnering & Communication Create and operationalize business partnering frameworks between finance and operational leadership Design standardized financial communication tools (data packs, dashboards, KPI scorecards) that drive understanding, accountability, and performance dialogue Establish communication cadences with business leaders for reviewing financial performance and supporting continuous improvement Partner with senior executives and business unit leaders to translate strategy into financial plans and drive financial initiatives Build trust and credibility by delivering timely, accurate, and transparent financial insights 1. Decision Support & Advanced Modeling Develop point-specific FP&A solutions including 13-week cash flow models, driver-based integrated three-statement models (rolling), and profitability analysis Create consolidated budget models integrating financial, headcount, and operational drivers Quickly translate management feedback and operational updates into revised forecasts and scenarios Structure model outputs for board decks, management summaries, and visualization dashboards (Power BI/Tableau) Maintain auditability and version control across all model iterations 1. Performance Analysis & Visibility Establish performance roadmaps by improving visibility through KPI/metric selection, data solutions, and visualization dashboards Provide interim FP&A leadership to clients and internal teams as needed Ensure stakeholders understand how to interpret financial data and take ownership of performance outcomes 1. Team Leadership & Client Development Guide and mentor high-performing teams on complex FP&A projects and initiatives Build and maintain strong client relationships and drive new business opportunities Collaborate cross-functionally with accounting, operations, and growth teams to align assumptions and data sources Lead change management efforts and educate non-financial leaders on budget principles and financial accountability 1. Process Improvement & Future State Planning Document and institutionalize budgeting, forecasting, and reporting processes Identify future system needs (EPM, ERP, Data tools) and structure current work to support smooth migration Establish foundation for rolling forecasts and continuous performance review rhythms Drive continuous improvement in financial planning tools, processes, and methodologies Required QualificationsEducation & Experience Bachelor's degree in Finance, Accounting, or related business field; MBA, CPA, or Master's degree strongly preferred 8–15+ years of progressive finance experience with demonstrated expertise in FP&A, budgeting, and forecasting Proven track record building budget and FP&A processes from scratch in manual or transitioning environments Experience with PE-backed companies a major plus Technical Skills Expert-level financial modeling including integrated, driver-based structures, cash flow models, and scenario analysis (from scratch) Experience designing management-facing reports and data packs in Excel, Power BI, or Tableau Ability to structure models for multiple audiences (executives, boards, operational leaders) Systems implementation experience (planning technologies, EPM/ERP systems) valued Leadership & Communication Exceptional communication skills with ability to translate complex financial concepts for non-financial stakeholders Strong business acumen - deep understanding of operational drivers, performance metrics, and growth strategies Proven stakeholder management abilities with experience influencing at the executive level Change management expertise in organizations new to structured budgeting or reporting Demonstrated ability to build strong client and internal business partner relationships Core Competencies Execution excellence in fast-paced, deadline-driven environments Strategic thinking combined with hands-on tactical execution Comfortable with ambiguity and building frameworks in growth/transformation phases Strong data narrative and storytelling capabilities Ownership mentality and accountability for results Why This Role Matters This is a high-impact leadership position central to the organization's finance transformation and client service delivery. You will: Build the financial infrastructure that enables data-driven decision-making across the enterprise Serve as a trusted advisor to CFOs and senior leadership, converting strategic direction into actionable financial insights Create the communication bridge that aligns field leadership to finance Design sustainable, scalable processes that become the foundation for long-term financial excellence Lead both internal transformation initiatives and external client engagements, maximizing impact and value delivery The successful candidate will combine consulting excellence with corporate finance leadership, bringing structure, clarity, and cadence to complex financial planning challenges. Job Types: Full-time, Contract Base Pay: From $90,000.00 per year Application Question(s): Are you a citizen of the United States? Work Location: In person