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Finance

Senior Financial Consultant

Lead client-facing financial consulting engagements including EBITDA normalization, pre-transaction financial preparation, and working capital optimization for lower middle-market businesses.

📍 Dallas, TX — Onsite Full-Time Role ID: FIN-002 Posted March 2025
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Role Overview

About This Position

Lead client-facing financial consulting engagements including EBITDA normalization, pre-transaction financial preparation, and working capital optimization for lower middle-market businesses.

Requirements

  • 5+ years in financial consulting, investment banking, or corporate finance
  • Deep experience with M&A financial preparation and due diligence
  • Proficiency in financial statement analysis and EBITDA normalization
  • Strong client communication and presentation skills
  • Bachelor's in Finance, Accounting, or related; MBA preferred

Nice to Have

  • CPA or CFA designation
  • Prior experience with PE-backed portfolio companies
  • Investment banking analyst background
Position Details
Role ID
FIN-002
Department
Finance
Location
Dallas, TX 75254 — Onsite
14800 Quorum Dr, Ste 271
Employment Type
Full-Time, Salaried-Exempt
Date Posted
March 2025
How to Apply
Use the form below or email info@consultingopportunity.com with subject line: Application: FIN-002
Employee Benefits

Standard Consulting Opportunity Holdings LLC-provided benefits for salaried-exempt employees. Benefits begin on the next eligibility date following 90 days of employment.

  • Employee Health Insurance
  • Performance Bonus
  • Referral Bonus
  • 401K Plan Enrollment
  • Paid Major Holidays
You'll Be Building

Working on Real AI Products

This role contributes to platforms and services delivered through AJA Automation Intelligence — our operating brand building AI-powered financial diagnostics tools for M&A readiness and enterprise financial operations.

This senior role leads AJA Automation Intelligence's M&A financial preparation practice — the primary client-facing service for founder-led businesses engaging investment bankers. You will own EBITDA normalization engagements, QofE preparation, and data room financial package delivery.

Visit ajaautomation.ai ↗ M&A Preparation Services →
AJA Automation Intelligence
Operating Brand: Consulting Opportunity Holdings LLC
Focus: AI-powered M&A financial diagnostics & enterprise automation
Live Product: Free EBITDA Diagnostic Tool
Platform: BalanceSheet AI (Phase 2 in development)
Apply for This Role

Senior Financial Consultant

Include your LinkedIn URL or a link to your resume. Tell us about your relevant experience and why you're interested in joining Consulting Opportunity Holdings LLC.

Application Process
Submit below → Review within 5 business days → Video interview → Offer within 3–5 days of final interview
Direct Contact
Subject: Application: FIN-002 — Senior Financial Consultant

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Consulting Opportunity Holdings LLC is growing across finance, technology, and consulting disciplines — Dallas TX onsite.