Financial Consultant

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Job description

AZ HR Hub is seeking a Financial Consulting Associate!

Our amazing Client offers a rich benefits package that includes:

Work/Life Balance: flexible hours, choice of Remote or In-office location

Health Insurance: Medical, Dental, and Vision with Employee 80% employer-paid, Family 50% employer-paid

401k Savings Program: matched contribution

Paid Time Off: 3 weeks of PTO plus paid Holidays

Pay Range: $65,000 - $90,000 annual salary

Interested in using your financial and analytical skills

to improve America's schools and early-childhood systems?

Are you a financial projection modeling guru?

JOIN OUR CLIENT IN THEIR MISSION!

Our Client is a diverse team of financial and analytical minds dedicated to improving America's public schools and early-childhood systems. As one of the most recognized and respected names in public education finance, they work with school systems, state agencies, charter schools, universities, and philanthropists to bring about education funding policy improvements and to promote effective resource allocation and financial sustainability.

They foster a collegial, team-based environment that will allow you to contribute from Day One. As a small team with a passion for education and funding policy that ensures equity for all children, particularly Black and Brown children, they approach each project as an opportunity to make a lasting impact on America's schools and its communities. They are committed to everyone's development, and encourage their team members to be active members of their community.

Please read the information below and submit your resume !

What will I be doing?

The Financial Consulting Associate will work on consulting teams to understand our clients' objectives; supervise and work alongside Analysts; and work independently to research, structure, create, and deliver high-quality work product and analyses. The Financial Consulting Associate must be comfortable working with large data sets to build robust and dynamic scenario models in MS Excel, craft strategic financial plans and reports, and create clean presentations that help clients answer their pressing questions and find innovative solutions. Most importantly, the Financial Consulting Associate will make a meaningful impact-on schools, school administrations, and the students they serve.

Specifically, you would be responsible for performing the following tasks to the highest standards:

· Developing school system budgets and multi-year financial projections

· Leading data collection and analysis of school data to advise school system clients on financing opportunities, resource allocation possibilities, and sustainability challenges

· Conducting client and stakeholder interviews

· Creating professional and high-quality reports and presentations

· Actively participating in client meetings

· Conducting research to inform client engagements and industry thought leadership activities

· Assisting in developing client engagement project plans

· Assisting in developing client engagement proposals and project scope documents

· Earning client trust and developing collaborative relationships with clients

· Managing multiple projects, timelines, and deliverables

· Supervising and developing company Analysts

What skills are we looking for?

· Intermediate to advanced financial acumen; build effective financial projections and analyses; analyze and discern key financial assumptions and risks

· Ability to understand client's priorities and objectives, work collaboratively with client personnel, and align details of work to the bigger picture perspective of the client's needs

· Work with detail and accuracy, review work; meticulous efforts with work product, research, and analysis; produce quality (zero-defect) client-ready deliverables

· Apply problem-solving skills, identify opportunities, and accomplish work; overcome obstacles and barriers

· Intermediate financial communication; translate complex financial information to various audiences in a clear and concise manner

· Intermediate project management skills with demonstrated ability to work independently, resolve problems, and perform effectively in complex work situations under the pressure of tight deadlines

· Advanced proficiency in Microsoft Office products, especially Excel, Word, and PowerPoint

· Strong mathematics skills and working knowledge of statistics

· Ability to communicate complex data in a simple, actionable way

· Ability to visualize data in the most effective way possible for a given project or study

· Ability to work independently and with diverse team members from different backgrounds

· Ability to travel up to 10%

What Education/Experience is Required?

· Bachelor's degree in Finance, Accounting, or a similar field

· 3+ years of experience in relevant fields (management consulting, corporate finance, investment banking, or public policy)

· Advanced proficiency in Microsoft Excel and PowerPoint

· Strong analytical, interpersonal, organizational, and communication skills

· Passion for improving K-12 education in the U.S.

Which Professional Attributes are Required?

· Professional courtesy: Conveys professional courtesy and respect and earns it from others, builds rapport, maintains professional relationships over time

· Teamwork: Recognizes and appreciates the achievements of others; is reliable, constructive, and collaborative with clients and coworkers

· Communication: Communicates effectively and proactively, both verbally and in writing; provides ideas, discusses issues, seeks feedback and clarification as needed from management and clients, and responds to input and criticism in a professional manner

· Flexibility: Welcomes new experiences, adapts to change, and remains productive during unpredicted circumstances

· Personal-growth oriented: Proactively seeks feedback and training, and applies new knowledge to work

EOE/AA/Disabled/Veterans

Job Types: Full-time

Experience:

• Relevant: 3 years (Required)

Work authorization: United States (Required)

Job Type: Full-time

Pay: $65,000.00 - $90,000.00 per year

Experience:

• Financial Concepts: 3 years (Preferred)
• Corporate banking: 3 years (Preferred)
• Investment banking: 3 years (Preferred)
• Financial projection modeling: 1 year (Preferred)

Work Location:

• Fully Remote