Senior Financial Advisory Analyst

Overview

The Senior Financial Advisory Analyst plays a key role in delivering financial and strategic advisory services to privately held businesses, with a strong emphasis on ownership transition, transaction feasibility analysis, valuation, and ESOPs. This role operates at the intersection of Investment Banking and Consulting, partnering closely with internal teams including Leadership Development (LOD), Strategy, and Compensation.

 

The position requires a balance of technical financial expertise and client-facing capability. The Analyst will support both the assessment and implementation phases of engagements, working directly with business owners and leadership teams to address complex financial, operational, and organizational challenges.

This is a full-time position based in our Raleigh, NC office. 

Applicants must be legally authorized to work in the U.S. on a full-time basis. FMI is unable to provide visa sponsorship.

Responsibilities

• Analyze financial performance, develop financial models and valuations, and deliver strategic recommendations to privately held business clients.
• Support ownership transition, succession planning, ESOP, and equity-based ownership engagements.
• Participate in client meetings and collaborate with business owners and leadership teams to address financial, operational, and organizational challenges.
• Support buy-side M&A engagements, including financial analysis, due diligence, and transaction-related activities.
• Contribute to both assessment and implementation phases of advisory engagements.
• Manage multiple concurrent client engagements while ensuring high-quality deliverables and responsiveness.
• Collaborate with FMI's Strategy, Compensation, Leadership Development, and Investment Banking teams to deliver integrated client solutions.
• Support business development efforts through client relationships, referrals, and ongoing engagement opportunities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3–5+ years of relevant experience in financial advisory, consulting, investment banking, or public accounting
• Strong financial modeling, valuation, and analytical skills
• Ability to interpret financial data and translate insights into recommendations
• Strong written and verbal communication skills
• Proven ability to manage multiple projects and deadlines
• High attention to detail and critical thinking skills
• Experience with ownership transition planning, ESOPs, or M&A transactions preferred

• Prior client-facing experience, ideally with business owners or executive teams preferred

FMI offers a comprehensive benefits package, including fully paid employee medical insurance, life insurance, and long-term disability coverage, as well as additional benefit elections. Our package also includes a competitive 401(k) plan, paid time off (PTO), and parental leave.

FMI is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color,