Remote Fidelity Financial Consultant Program Jobs in Rochester, NY

At Lewis, we're not just trimming trees - we're building a future. As the second-largest utility vegetation management company in North America and a proud employee-owned business, we believe every person on our team matters. When you join Lewis, you're not just taking a job - you're investing in your future.

• Elevate your career with us - we prioritize training and internal promotions! 
• Join a vibrant team that champions safety, values your feedback, and fosters a strong sense of camaraderie! 
• Shape your future with us through our fantastic Employee Stock Ownership Plan (ESOP)!

What You'll Do as a Manager, Strategy & Corporate Development

As a Manager, Strategy & Corporate Development at North Coast Holdings, you'll play a critical role in executing strategic growth initiatives, mergers and acquisitions, enterprise-wide transformation projects, and operational improvements. Reporting to the Senior Vice President of Strategy, you'll combine analytical rigor, financial modeling, and strong project management to help turn strategic priorities into measurable results.

Strategic Planning & Execution

Gather, analyze, and interpret data to inform the organization's strategic direction and evaluate potential impact.

Conduct market research, competitive analysis, and industry assessments, then develop recommendations supported by data and business insights.

Translate strategic priorities into actionable workstreams, milestones, and measurable outcomes.

Monitor progress against strategic initiatives and provide regular reporting to executive leadership.

Facilitate strategic planning sessions and leadership workshops.

Mergers & Acquisitions

Build complex financial models to evaluate potential M&A opportunities, including financial statement forecasts, valuation analyses, and scenario assessments.

Develop investment materials, executive presentations, and Board materials.

Support due diligence by coordinating cross-functional workstreams and ensuring deliverables are completed on time.

Evaluate inorganic growth opportunities, assess new markets, and support the full M&A life cycle.

Integration Management

Establish integration project plans, timelines, budgets, resource requirements, and governance structures.

Coordinate acquisition integration workstreams, dashboards, and action plans to monitor post-acquisition activities and synergy realization.

Facilitate recurring integration meetings with leadership teams.

Track integration decisions, milestones, risks, and issue resolution.

Project & Change Management

Manage multiple enterprise strategic projects simultaneously and drive accountability across stakeholders.

Deploy change management strategies to support organizational adoption.

Promote best practices in project execution and continuous improvement.

Influence cross-functional teams without direct authority to keep initiatives aligned, on time, and within scope.

Carry out other duties as assigned.

What You Bring:

Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics, Business, or another quantitative discipline.

7-10 years of experience in investment banking, corporate development, transaction advisory, strategic finance, FP&A, management consulting, corporate strategy, or enterprise project management.

Exceptional Excel financial modeling and PowerPoint skills.

Strong financial and operational analysis, problem-solving, project management, and organizational skills.

High attention to detail while maintaining a strategic perspective.

Executive presence with excellent verbal and written communication skills.

Advanced proficiency with Microsoft Excel, PowerPoint, and Word.

Ability to work independently, manage competing priorities, and thrive in a dynamic, fast-paced environment.

Strong interpersonal and negotiation skills, sound judgment, and a commitment to integrity.

Preferred:

MBA, CFA, or relevant master's degree.

Experience supporting the full M&A life cycle, from prospecting through integration.

Experience with project management software such as Smartsheet, Monday.com, Asana, Microsoft Project, or a similar platform.

Experience with business intelligence tools such as Power BI, Tableau, or a similar platform.

Physical Demands

Ability to:

Sit, stand, walk, reach, and perform repetitive computer and keyboard work regularly.

Occasionally lift or move items weighing up to 25 lbs.

Travel as business needs require, including occasional overnight travel by ground or air.

Continuously - Sitting, communicating, and using computers
Frequently - Standing and walking
Occasionally - Traveling, lifting, bending, and reaching
Rarely - Exposure to outdoor conditions or operational work environments
Never - Confined spaces

Environmental Conditions:

Regularly - Office environment
Occasionally - Travel and exposure to operational locations or varying temperatures
Rarely - Air quality issues or hazardous materials
Never - Confined spaces

Comments: PPE may be required when visiting field or operational locations, in accordance with applicable OSHA and ANSI standards.

Tools & Equipment

Equipment may include:

Computers, phones, tablets, scanners, and copiers

Microsoft Excel, PowerPoint, Word, and other Microsoft 365 applications

Project management and collaboration platforms

Business intelligence and financial modeling tools

Communication and presentation equipment

What We Offer

Non-Union Benefits:

Competitive pay $120,000 - $150,000

Employee Stock Ownership Plan (ESOP)

Paid training and professional development opportunities

Health, dental, vision, and HSA options

401(k)

Paid time off and Employee Assistance Program (EAP)

Our People Promise

Lewis Tree Service is an equal employment opportunity employer committed to providing equal opportunity for both applicants and employees. Lewis Tree Service prohibits unlawful discrimination or harassment of employees and applicants based on race, creed, color, national origin, sex, age (40+), religion, disability, marital status, sexual orientation, genetic information, citizenship status, veteran status, or any other legally protected characteristic, all employment decisions, including but not limited to recruitment, hiring, compensation, training, apprenticeship, promotion, demotion, transfer, lay-off and termination, and all other terms and conditions of employment. Lewis Tree Service's practices and policies are administered under applicable federal, state, and local laws.

Lo que haras como Gerente de Estrategia y Desarrollo Corporativo

Como Gerente de Estrategia y Desarrollo Corporativo en North Coast Holdings, desempenaras un papel fundamental en la ejecucion de iniciativas de crecimiento estrategico, fusiones y adquisiciones, proyectos de transformacion a nivel empresarial y mejoras operativas. Reportando al Vicepresidente Senior de Estrategia, combinaras rigor analitico, modelado financiero y una solida gestion de proyectos para convertir las prioridades estrategicas en resultados medibles.

Planificacion y Ejecucion Estrategica

Recopilar, analizar e interpretar datos para orientar la direccion estrategica de la organizacion y evaluar el impacto potencial.

Realizar investigaciones de mercado, analisis competitivos y evaluaciones de la industria, y desarrollar recomendaciones respaldadas por datos y conocimientos del negocio.

Traducir las prioridades estrategicas en lineas de trabajo, hitos y resultados medibles.

Monitorear el avance de las iniciativas estrategicas y proporcionar informes periodicos al liderazgo ejecutivo.

Facilitar sesiones de planificacion estrategica y talleres de liderazgo.

Fusiones y Adquisiciones

Desarrollar modelos financieros complejos para evaluar posibles oportunidades de fusiones y adquisiciones, incluidos pronosticos de estados financieros, analisis de valoracion y evaluaciones de escenarios.

Preparar materiales de inversion, presentaciones ejecutivas y materiales para la Junta Directiva.

Apoyar la debida diligencia coordinando lineas de trabajo multifuncionales y asegurando que los entregables se completen a tiempo.

Evaluar oportunidades de crecimiento inorganico, analizar nuevos mercados y apoyar todo el ciclo de vida de fusiones y adquisiciones.

Gestion de Integracion

Establecer planes de integracion, cronogramas, presupuestos, requisitos de recursos y estructuras de gobierno.

Coordinar lineas de trabajo, paneles de control y planes de accion de integracion para monitorear las actividades posteriores a la adquisicion y la materializacion de sinergias.

Facilitar reuniones recurrentes de integracion con los equipos de liderazgo.

Dar seguimiento a decisiones, hitos, riesgos y resolucion de problemas relacionados con la integracion.

Gestion de Proyectos y del Cambio

Gestionar simultaneamente varios proyectos estrategicos empresariales y promover la responsabilidad entre las partes interesadas.

Implementar estrategias de gestion del cambio para apoyar la adopcion organizacional.

Promover mejores practicas en la ejecucion de proyectos y la mejora continua.

Influir en equipos multifuncionales sin autoridad directa para mantener las iniciativas alineadas, dentro del plazo y del alcance.

Realizar otras funciones segun se asignen.

Lo que aportas:

Licenciatura en Finanzas, Contabilidad, Economia, Ingenieria, Matematicas, Negocios u otra disciplina cuantitativa.

De 7 a 10 anos de experiencia en banca de inversion, desarrollo corporativo, asesoria de transacciones, finanzas estrategicas, planificacion y analisis financiero (FP&A), consultoria de gestion, estrategia corporativa o gestion de proyectos empresariales.

Habilidades excepcionales en modelado financiero con Excel y preparacion de presentaciones en PowerPoint.

Solidas habilidades de analisis financiero y operativo, resolucion de problemas, gestion de proyectos y organizacion.

Gran atencion al detalle sin perder una perspectiva estrategica.

Presencia ejecutiva y excelentes habilidades de comunicacion verbal y escrita.

Dominio avanzado de Microsoft Excel, PowerPoint y Word.

Capacidad para trabajar de manera independiente, gestionar prioridades simultaneas y prosperar en un entorno dinamico y acelerado.

Solidas habilidades interpersonales y de negociacion, buen criterio y compromiso con la integridad.

Preferido:

MBA, certificacion CFA o maestria relacionada.

Experiencia apoyando todo el ciclo de vida de fusiones y adquisiciones, desde la prospeccion hasta la integracion.

Experiencia con software de gestion de proyectos como Smartsheet, Monday.com, Asana, Microsoft Project o una plataforma similar.

Experiencia con herramientas de inteligencia empresarial como Power BI, Tableau o una plataforma similar.

Demandas Fisicas

Capacidad para:

Sentarse, ponerse de pie, caminar, alcanzar objetos y realizar trabajo repetitivo con computadora y teclado regularmente.

Levantar o mover ocasionalmente objetos de hasta 25 libras.

Viajar segun las necesidades del negocio, incluidos viajes ocasionales con estadia nocturna por tierra ...