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Riveron

Advisory firm delivering performance improvement

Financial Planning and Analysis Senior Associate

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-time$105k - $155k /yr

About the Job

Requirements

  • A bachelor's degree in business or a related field of study is required.
  • A minimum of 4 years of relevant experience is required, preferably combining consulting or investment banking roles with corporate or business-unit financial planning and analysis roles.
  • Mastery of financial modeling is required, including creating integrated, driver-based three-statement models and 13-week cash forecast models.
  • Experience with one or more corporate performance improvement technologies is required, such as Adaptive Planning, Anaplan, NetSuite Planning & Budgeting, OneStream, Oracle FCCS, or SAP BPC, or similar tools.
  • Experience with data visualization and analysis tools such as Tableau, Power BI, or Alteryx is required.
  • Mastery of Microsoft Office products, including advanced Excel and PowerPoint skills, is required.
  • Advanced knowledge of accounting and finance, including relationships between financial statements, is required.
  • Ability to develop and maintain client relationships is required.
  • Ability to communicate effectively with a variety of audiences is required.
  • Ability to identify problems and develop solutions is required.
  • Analytical rigor and strong written and verbal communication skills are required.
  • Ability and willingness to travel as needed to meet client and business needs is required.

Responsibilities

  • Execute project plans and deliver solutions across financial planning and analysis domains.
  • Deliver end-to-end performance-visibility reporting solutions for clients, including KPI and metric selection, back-end data solutions, and visualization dashboards.
  • Assist clients in developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models.
  • Support clients in an interim financial planning and analysis leadership capacity.
  • Provide point-specific financial planning and analysis solutions to clients, including 13-week cash flow models, return-on-investment models, pricing analysis, revenue and profitability analysis, and organizational design.
  • Participate in internal and external company initiatives, including community service, training, recruiting, and firm events.

Desired Qualifications

  • A master's degree is preferred.
  • A mix of consulting or investment banking experience and corporate or business-unit financial planning and analysis experience is preferred.

About the Company

Riveron

Advisory firm delivering performance improvement

Riveron provides advisory services to businesses across many industries, including aerospace, defense, automotive, energy, healthcare, real estate, and technology. It helps clients improve performance, restructure finances, manage taxes, and plan strategic moves. Riveron works by acting like an extension of a client’s management team, delivering hands-on, project-based support and applying industry knowledge plus technical skills to solve problems and achieve goals. The company differentiates itself through its unified brand that combines Conway MacKenzie, Winter Harbor, and GBI Consulting, its entrepreneurial mindset, engaged leadership, and diverse backgrounds, all focused on delivering practical, immediate, and long-term results. Riveron's goal is to help organizations navigate growth, change, or distress and drive strategic outcomes that improve performance and value.

Company size
1,001-5,000
Company stage
Acquired
Total funding
$5.2M
Headquarters
Dallas, TX
Founded
2006

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