Senior Financial Strategist

21 hours ago


Ottawa, Ontario, Canada Richter Full time

Richter Consulting, a leading business advisory firm, seeks a seasoned Senior Financial Strategist to join its US Financial Consulting Group.

Salary Range: $120,000 - $180,000 per annum, depending on experience.

About Us

We are a member of the Richter Group, a full-service business advisory firm founded in 1926. Our team of professionals serves clients with expertise in Business Assessment, Cashflow Forecasting, Financial Reorganization/Profitability Improvement, Crisis Management, Transaction Advisory and Asset-Based Lending Diligence.

We work closely with US-based leverage lenders and private equity firms regarding their portfolio companies/investments, providing tailored solutions to complex business issues.

Job Description

As a Senior Financial Strategist, you will work within a multidisciplinary team of professionals on a variety of stimulating engagements (typically 6 weeks). Our deal teams deliver consulting services involving companies in numerous industries, experiencing challenges arising from over-leverage, liquidity problems, under-performance, macroeconomic events, or other business transitional/operating issues.

Our clients' portfolio companies typically include privately-owned small-medium sized businesses ($100MM-$500MM in revenue), offering the opportunity to work alongside company executives and upper management to identify and recommend solutions to complex business issues.

A variety of arrangements are available, including a hybrid work schedule that suits your needs.

Key Responsibilities
  • Develop and implement financial strategies for clients' portfolio companies;
  • Analyze complex financial data to identify trends and areas for improvement;
  • Collaborate with client personnel and other professionals to deliver high-quality results;
  • Provide expert advice on operational strategies, revenue drivers, profitability improvement, cost savings, KPI analysis, etc.
Requirements

To be successful in this role, you should have:

  • Minimum 6 years of relevant experience in financial strategy and planning;
  • Proficient in Excel and PowerPoint (Alteryx or Power Query/Pivot a plus);
  • Strong aptitude for quantitative and qualitative analyses;
  • Advanced analytical and problem-solving skills;
  • Ability to collaborate with client personnel and other professionals;
  • Excellent communication (written and verbal), presentation, and organizational skills.


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