Senior Financial Consultant

Posted Yesterday
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Chicago, IL
Hybrid
Senior level
Cloud • Information Technology
The Role
The Senior Financial Consultant at AHEAD focuses on enhancing financial transparency for clients by analyzing, interpreting, and managing client financial data. They ensure timely delivery of client engagements, support business development, and collaborate closely with clients and internal teams to provide technical solutions and financial model demonstrations.
Summary Generated by Built In

AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation.


At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We create spaces to empower everyone to speak up, make change, and drive the culture at AHEAD. 


We are an equal opportunity employer, and do not discriminate based on an individual's race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, marital status, or any other protected characteristic under applicable law, whether actual or perceived. 


We embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD. 


Experienced Senior Consultant with a financial analytics background and proven customer-facing skill set, focused on increasing financial transparency for AHEAD clients. Senior Consultants are on-the-ground analysts collecting, reviewing, interpreting and populating client data into custom-built financial models to help clients make sound business decisions. In partnership with the Principal Financial Consultant, the Senior Consultant acts as liaison between the client, the AHEAD account team, and the various AHEAD services and technical delivery teams. 


Senior Consultants are primarily focused on successful delivery of client engagements. They analyze client data and regularly meet with clients throughout consulting engagements to ask questions and provide status updates. They are responsible for the execution of AHEAD's project governance framework and frequent client communications. Senior Consultants periodically engage in the presales process for client-facing presentations and financial model demonstrations. Furthermore, the relationships established during project delivery often result in follow-on engagements, which Senior Consultants play a key role in defining and scoping.


Roles & Responsibilities

  • Client Delivery
  • Drive and manage client data collection processes , project requirements gathering, tasks/milestones, status, dependencies, and timelines to ensure engagements are delivered on time and on budget while meeting agreed-upon business objectives
  • Responsible for analysis of financial data to generate a business-as-usual cash flow model for the client. These models are presented iteratively to the client and are adjusted as needed.
  • In partnership with the Principal Consultant, Senior Consultants incorporate technical recommendations from other AHEAD workstreams to test the financial viability of the alternate strategy.
  • Supports Principal Consultant with project executive summaries and project messaging.

  • Business Development
  • Supports Principal Consultants with business development pursuits through internal sales campaigns with AHEAD Client Directors, developing marketing collateral, and client discovery meetings that help qualify opportunities and allow the ideation of a sales proposal
  • Supports Principal Consultant with pipeline and forecast management
  • Represent service offerings during the sales cycle, including project scoping, proposal development, and presenting proposals to clients
  • Develop and promote relationships with customers and present technical solutions to C-Level executives

  • Practice Development & Thought Leadership
  • Develop and enhance AHEAD Financial Consulting offerings
  • Serve as thought leader
  • Maintain a broad knowledge and understanding of the current and anticipated future state of the IT marketplace including IT trends, technologies, and standards
  • Mentor to team members

Necessary Skills

  • 5 or more years of Financial Planning & Analysis, Corporate Finance, or Accounting Experience
  • Excellent presentation skills
  • Excellent time management skills
  • Team player
  • Proficient in Excel, PowerPoint, Power BI
  • FinOps Certification a plus
  • Familiarity with IT Acumen is a plus

Why AHEAD:


Through our daily work and internal groups like Moving Women AHEAD and RISE AHEAD, we value and benefit from diversity of people, ideas, experience, and everything in between.


We fuel growth by stacking our office with top-notch technologies in a multi-million-dollar lab, by encouraging cross department training and development, sponsoring certifications and credentials for continued learning.


USA Employment Benefits include: 

- Medical, Dental, and Vision Insurance 

- 401(k) 

- Paid company holidays 

- Paid time off 

- Paid parental and caregiver leave 

- Plus more! See benefits https://www.aheadbenefits.com/ for additional details. 

The Company
HQ: Chicago, IL
1,154 Employees
On-site Workplace
Year Founded: 2007

What We Do

AHEAD builds platforms for digital business. By weaving together cloud infrastructure, intelligent operations, and modern applications, we help enterprises deliver on the promise of digital transformation.

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