Manager — Financial Advisory

We are seeking a Manager – FA to lead budgeting, forecasting, financial modeling, management reporting, and strategic financial analysis for US mid-market clients. The role involves partnering with CFOs and business leaders to deliver actionable insights, support business decision-making, and drive financial performance across multiple engagements.

Key responsibilities

The work, specifically .

Own the annual budget and rolling forecast process end-to‑end — building driver‑based models linked to operating assumptions agreed with the CFO

Maintain a 13‑week cash‑flow model and covenant compliance tracker for clients with lender reporting obligations

Develop scenario and sensitivity analyses to support capital allocation, capex decisions, and M&A evaluation

Design and maintain integrated three‑statement models (P&L, balance sheet, cash flow) with operating KPI drivers

Management Reporting & CFO Support

Prepare monthly management reporting packages: variance commentary, bridge analyses, and KPI dashboards tailored to the client’s board and lender audience

Build and maintain Power BI / Excel‑based management dashboards; own data integrity and refresh cadence

Support CFO in preparing materials for board meetings, lender reviews, and investor presentations

Translate financial results into clear operational narratives — connecting revenue trends, margin movements, and working capital dynamics to business decisions

Business Partnering & Analytics

Partner with department heads and operations leads to build department‑level P&Ls and cost accountability frameworks

Conduct pricing and unit economics analyses — customer‑level contribution, channel profitability, and product/SKU margin deep‑dives

Identify and flag forecast risks and opportunities proactively; own the CFO’s financial early warning system

Process & Outsourcing Excellence

Design standardized FP&A templates and process documentation to ensure consistency and knowledge transfer across the client portfolio

Work closely with Qualicentric’s accounting and bookkeeping teams to ensure month‑close integrity feeds accurately into reporting models

Manage client deliverable timelines, elevate issues proactively, and maintain SLA compliance across engagements

Actively contribute to Qualicentric’s internal knowledge base — documenting sector‑specific benchmarks, model libraries, and best practices

What you bring

The kind of background that fits.

What you bring

• 7–12 years of FP&A, corporate finance, or transaction advisory experience; Big‑4 or consulting background a strong plus
• Demonstrated ability to own financial models — not just populate templates — with a track record of building integrated driver‑based forecasts from scratch
• Comfortable operating as the primary finance interface with a CFO; able to frame complex analysis in plain business language
• Advanced Excel financial modeling skills; working knowledge of Power BI or equivalent BI tool strongly preferred
• Experience with US mid‑market clients or US GAAP reporting environment preferred
• CA / CPA / MBA (Finance) qualification preferred; strong analytical aptitude considered above formal credentials
• High ownership mindset — comfortable working with ambiguity, managing multiple engagements, and delivering without hand‑holding