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Introduction

IBM Consulting is seeking a strategic Project Financial Analyst to serve as the analytical backbone of our Private Equity market expansion, leveraging sophisticated business modeling and financial acumen to drive compelling value propositions and measurable ROI demonstrations for PE firms and their portfolio companies. This role sits at the critical intersection of financial analysis and sales enablement, developing robust business cases that translate IBM Consulting's capabilities into quantifiable value creation opportunities that resonate with PE investment professionals. The Project Financial Analyst will be responsible for creating sophisticated financial models that demonstrate how IBM's consulting services drive portfolio company performance improvements, operational efficiencies, and value creation aligned with PE firms' investment thesis and exit strategies. This position requires deep analytical rigor combined with commercial insight to support proposal development, competitive positioning, and ongoing value tracking across PE engagements, ensuring IBM Consulting consistently delivers measurable financial impact that justifies continued investment and relationship expansion with PE clients.

Your role and responsibilities

This Project Financial Analyst will develop comprehensive financial models and business cases that demonstrate IBM Consulting's value creation potential across Private Equity portfolio companies, supporting proposal development with quantified ROI projections, competitive cost-benefit analyses, and scenario planning for different engagement approaches. Key responsibilities include creating sophisticated analytical frameworks that translate consulting services into measurable financial impact, including EBITDA improvement, cost reduction, revenue enhancement, and operational efficiency gains that align with PE firms' value creation strategies. The analyst will collaborate closely with sales teams to develop compelling proposals, providing analytical support for pricing strategies, competitive positioning, and value proposition development tailored to specific PE clients and their portfolio companies. Critical responsibilities include establishing value tracking methodologies to monitor actual performance against projected outcomes, creating regular reporting dashboards that demonstrate ongoing value realization, and developing case studies that showcase IBM Consulting's proven financial impact for future business development. Additional duties include conducting competitive analysis to position IBM's offerings against regional consulting firms, supporting contract negotiations with financial justification for service investments, and maintaining robust databases of value creation metrics that can be leveraged for future PE engagements and market expansion initiatives.

Required education
Bachelor's Degree
Preferred education
Master's Degree
Required technical and professional expertise

Candidates must demonstrate strong financial modeling and analytical capabilities, with proven experience developing complex business cases, ROI analyses, and value quantification frameworks for consulting services or technology implementations. 

Essential qualifications include advanced proficiency in financial modeling tools, including Excel, PowerBI, or similar platforms, with ability to create dynamic models that scenario-plan different value creation pathways. 

The role requires excellent business acumen to understand operational improvement opportunities and translate consulting deliverables into financial impact metrics. 

Candidates must possess strong proposal development experience, including creating compelling financial narratives, developing pricing strategies, and supporting competitive positioning through quantitative analysis. 

Essential skills include stakeholder communication to present complex financial analyses to both internal teams and external clients, along with project tracking capabilities to monitor actual performance against projected value creation. 

Experience with performance measurement frameworks, KPI development, and ongoing value realization tracking is critical for success in this role.

Preferred technical and professional experience

Ideal candidates will have direct experience with Private Equity financial analysis, including familiarity with PE value creation methodologies, EBITDA improvement tracking, and operational performance metrics commonly used by investment professionals. 

Strong preference for candidates with consulting firm financial analysis experience, particularly in developing business cases for operational improvement, technology transformation, or strategic initiatives within PE-backed companies. 

Preferred qualifications include experience with middle market financial modeling, understanding of buy-and-build value creation strategies, and knowledge of PE portfolio company performance monitoring. 

Additional valued experience includes competitive analysis within consulting markets, pricing strategy development for professional services, and experience supporting sales processes through quantitative analysis. 

Knowledge of ERP implementations, cloud migrations, business process outsourcing, or other technology transformation financial modeling is highly desirable, along with understanding of how these initiatives drive measurable value creation for PE portfolio companies and their investment returns.

ABOUT BUSINESS UNIT

IBM Consulting is IBM’s consulting and global professional services business, with market leading capabilities in business and technology transformation. With deep expertise in many industries, we offer strategy, experience, technology, and operations services to many of the most innovative and valuable companies in the world. Our people are focused on accelerating our clients’ businesses through the power of collaboration. We believe in the power of technology responsibly used to help people, partners and the planet.

YOUR LIFE @ IBM

In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.

Being an IBMer means you’ll be able to learn and develop yourself and your career, you’ll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.

 

Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.

 

Are you ready to be an IBMer?

ABOUT IBM

IBM’s greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.


Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we’re also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business. 


At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it’s time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.

IBM is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

OTHER RELEVANT JOB DETAILS

IBM offers a competitive and comprehensive benefits program. Eligible employees may have access to:

  • Healthcare benefits including medical & prescription drug coverage, dental, vision, and mental health & well being
  • Financial programs such as 401(k), cash balance pension plan, the IBM Employee Stock Purchase Plan, financial counseling, life insurance, short & long- term disability coverage, and opportunities for performance based salary incentive programs
  • Generous paid time off including 12 holidays, minimum 56 hours sick time, 120 hours vacation, 12 weeks parental bonding leave in accordance with IBM Policy, and other Paid Care Leave programs. IBM also offers paid family leave benefits to eligible employees where required by applicable law
  • Training and educational resources on our personalized, AI-driven learning platform where IBMers can grow skills and obtain industry-recognized certifications to achieve their career goals
  • Diverse and inclusive employee resource groups, giving & volunteer opportunities, and discounts on retail products, services & experiences

The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year. 

This position is eligible for participation in an IBM Sales Incentive plan. Actual incentive opportunity will be based on performance and the eligible Target Incentive, as addressed in the applicable plan, all of which is subject to change. The compensation range listed for this position is the IBM Reference Salary that is used when you are not actively participating in a sales plan. Your actual base pay plus incentive opportunity will be determined by the Incentive Plan assigned to you.

We consider qualified applicants with criminal histories, consistent with applicable law.

This position was posted on the date cited in the key job details section and is anticipated to remain posted for 21 days from this date or less if not needed to fill the role.

IBM will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.