Embarc Advisors

Compensation

Full Description

Imagine being part of an organization that challenges and inspires you to do your best work, where you're encouraged to refine your expertise, expand your capabilities, and contribute meaningfully from day one. At Embarc Advisors, we prioritize professional growth, value innovative thinking, and recognize the impact of each team member. Join us, and be part of a firm where your potential is cultivated and your achievements are genuinely rewarded. About Embarc Advisors Founded by a former Goldman Sachs investment banker and McKinsey & Co. consultant, Embarc Advisors was built to challenge the traditional extremes of finance careers. We offer a different path, a high-performance and high-learning environment in a human-centered environment. Our firm delivers best-in-class advice across M&A, capital raising, outsourced corporate development, and strategic CFO services, supporting clients through every stage of the company lifecycle. We've built a team of corporate finance professionals with backgrounds in investment banking, private equity, consulting, strategic finance, and investment management, individuals who thrive on challenge, continuous improvement, and delivering results. We've helped clients close complex M&A transactions, raise capital from early-stage seed to $100M+ growth rounds, and scale profitably as their long-term CFO partners. At Embarc, we see ourselves as an elite sports team, united by trust, driven by shared purpose, and anchored in values like Kaizen, excellence, and perseverance. Our internal operating system (EOS) brings structure, accountability, and alignment to how we execute and grow. This mindset and system allow us to attract ambitious professionals and purpose-driven clients alike-those ready to do the real work and unlock meaningful value. At Embarc, we offer something different and compelling: the opportunity to build a sustainable, values-aligned career in finance, where you grow fast, contribute meaningfully, and stay in the game for the long haul. Embarc Intro Deck here: https://docsend.com/view/bej7d89ncu2mma4m Role Overview Job Type: Full time Position Location: Remote (applicants residing in Pacific or Mountain time zones are preferred) Embarc's Director of Strategic Finance Consulting operates as a trusted advisor, providing our clients with the highest quality consultation and guidance, as they make critical business decisions. In this role, our Director of Strategic Finance Consulting delivers expeditious and high-quality execution on strategic and financial analyses (modeling and FP&A), presentation creation, industry research etc., with the ultimate goal of driving successful outcomes for our clients. Looking to play a fundamental role in cementing financial success across a wide range of companies and industries? Interested in applying your vast experience to craft bespoke strategies and financial services? Apply today! Detailed Responsibilities Building Relationships: Cultivates and maintains strong relationships with client's leadership, their working team, and all project counterparts. Client Service: Acts as a credible advisor to client and project team. Highly responsive to client requests; works to proactively identify and meet client needs before receipt of client requests. Project Management: In partnership with supervisors and the client, develops and builds out the end-to-end project work plan and executes project work accordingly, making adjustments as necessary. Manages Embarc project team members and client team to deliver project goals in a timely and resource efficient manner. Seeks guidance and asks appropriate questions as necessary. Effectively communicates across all stakeholders. Drives optimal outcomes for all stakeholders, while meeting and/or exceeding client expectations. Quality Assurance: Develops and prepares audience-appropriate materials, including budgets, forecasts, variance analysis, benchmarking studies, board materials, etc. Ensures all work products meet Embarc's high standard of quality. Provides updates and presentations to senior client leadership to enable decision-making. Talent Development: Provides supportive leadership in the recruitment, training, development, and retention of top-quality talent, ensuring a high level of performance and productivity. Understands the individual developmental wants and needs of direct reports, and endeavors to provide exposure and development opportunities in alignment. Creates and promotes a positive and supportive work environment. Encourages and reinforces a culture of continuous improvement for processes, systems, data, training, people, etc. through effective coaching and feedback. Qualifications Bachelor's degree in Accounting, Finance, Management, Economics, or related field. 5+ years of experience with corporate FP&A, strategic finance management, management consulting, accounting, or related field; Which includes a minimum of 3 years of FP&A experience at a Public or PE-led Company and 1-year leading finance projects. A combination of education and experience will be considered. The ideal candidate will have: Experience managing a Finance team, managing projects, reviewing team deliverables and providing feedback, and establishing and improving processes, strongly preferred. A combination of experience working in both a start-up environment and for a public company in finance roles, preferred. Big4 Accounting experience, a plus. Experience with best-in-class FP&A / Strategic Finance practices. Demonstrated success with cultivating strong relationships with clients, executives and boards Ability to develop and maintain strong working relationships with both internal and external cross-functional teams, collaborating effectively to successfully drive FP&A processes. Superior statistical, qualitative, and quantitative analysis skills, with the proven ability to utilize data to influence decisions. Demonstrated strengths with financial accounting, capital markets, and M&A concepts. Proven ability to structure analysis efficiently, ensuring accurate conclusions in a timely manner. Proven capabilities in project management, including ability to manage multiple projects independently. Proven success with independently developing presentations and other communication materials executive leadership, external partners, and the Board of Advisors. Excellent oral and written communication skills with an ability to develop audience-appropriate communications and complex issues in a simple and easy to understand manner. Demonstrated excellence with presenting to diverse stakeholders (including C-Suite, Board of Advisors, and external targets), and aligning them around a common goal, despite competing interests. Proven ability to maintain excellent attention to detail and accuracy. Experience leading a team and ensuring deliverables are completed timely and accurately. Demonstrated success with building and improving processes and promoting quality. Experience working with start-up organizations and public companies a plus. Why Join the Embarc Team? Diverse experience is a hallmark of the Embarc experience: we work across a broad range of project types - strategic CFO advisory, capital raise, and M&A. Our clients are spread across a sundry of industries - technology, media, CPG, business services, consumer goods, industrial, PE/VC, etc. We offer: The agility and influence of a fast-growing firm where your contributions shape the business The intellectual rigor of top-tier advisory work without the burnout culture of traditional finance A high-performance, collaborative team of professionals from backgrounds in investment banking, private equity, consulting, FP&A, and more The flexibility to grow at your own pace, whether that means leaning into leadership, deepening your technical expertise, or exploring new service lines Frontline exposure to scaling companies without having to bet your career on a single startup A strong culture of trust, ownership, and continuous learning A path to shared success, with opportunities to participate in the upside A fully remote work environment, supported by structured operations (EOS) to keep us aligned and effective Our benefits include: Competitive compensation plus semi-annual performance bonuses 401(k) with immediate vesting and employer match after one year Comprehensive medical, dental, and vision coverage Unlimited vacation time and paid sick leave Team offsites to connect, recharge, and grow together