Kelly Standiford No Comments

Job Purpose:

The Finance Consultant will be a key contributor to the consulting team which serves mid-sized enterprises across a variety of industries including information technology, construction, real estate, health care, government contracting and emerging entrepreneurs. The Finance Consultant will advise and assist clients in both optimizing their finance function and accomplishing business objectives by assessing financial and business situations, developing and presenting strategies and plans, and monitoring changes in financial status and business performance.

Job Duties:

Provide creative and pragmatic solutions to address complex scenarios in areas such as:

  • Mergers & Acquisitions support, including services throughout the entire process from buy/sell decisions and strategies, due diligence, critical transaction elements, closing assistance, and integration activities
  • Comprehensive business planning to achieve short and long term goals
  • Corporate operational assessments and process improvements
  • Cost, profitability, cash, and budget management
  • Financial analysis and document review to support litigation services

Provide financial management information by preparing advanced financial status analyses and written reports

Communicate with clients to discuss financial and operational goals; explain proposed business plans and options; explain advantages and risks; and answer questions

Monitors clients’ financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

Accomplish organizational goals by accepting ownership for new and varied projects; exploring opportunities to add value to job accomplishments

Update job knowledge by tracking industry-specific economic conditions; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations


Bachelor’s degree in Finance, Accounting, Economics (or related quantitative field)
Minimum 3.00 GPA
1-2 years of experience in a finance or consulting role (superior academic achievement and internship experience may qualify)
Overall understanding of the finance function roles and activities
Strong writing, communication and interpersonal skills
Proficient in Microsoft Office programs (Excel, Word, PowerPoint) and financial systems
Ability to solve a mixture of quantitative and qualitative problems
Experience in technical software applications is a plus

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