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Senior Financial Advisor

4 weeks ago

Reston, Virginia, United States CFOCIO Advisory Company Full time

Senior Financial Advisor

Overview

We are seeking a highly skilled Senior Financial Advisor to join our team at CFO/CIO Advisory Firm. As a Senior Financial Advisor, you will play a key role in providing clients with high-level financial and operational insights.

Key Responsibilities

  • Develop complex financial models to support business decisions, M&A, and capital transactions.
  • Partner with CEOs, CFOs, and other executives to provide strategic advice on business performance, cash flow management, and financing strategies.
  • Lead and support capital raising, due diligence, and investment opportunities across industries with a primary focus on middle-market real estate.
  • Identify key financial insights and present actionable recommendations to client leadership.
  • Assist in structuring debt and equity transactions and conducting financial statement analysis.
  • Monitor performance of client portfolios and implement value creation strategies.
  • Manage multiple advisory engagements simultaneously and meet tight deadlines.

Qualifications

  • 3-5+ years of experience in investment banking, private equity, real estate, or corporate finance advisory.
  • Exceptional Excel financial modeling skills (e.g., discounted cash flow (DCF), sensitivity analysis, waterfall models).
  • Strong understanding of financial statements and corporate finance principles.
  • Experience with capital markets transactions (debt and equity).
  • Familiarity with middle-market companies and the real estate sector is a plus.
  • Highly analytical mindset with the ability to manage multiple priorities.
  • Excellent communication skills with experience presenting to executive leadership.
  • Strong work ethic with an entrepreneurial spirit and collaborative approach.

What We Offer

  • Competitive compensation with performance-based bonuses.
  • Exposure to C-suite decision-making and involvement in high-impact projects.
  • Opportunities for growth in a rapidly expanding firm with a track record of success.