Merrill Financial Advisor developing relationships with high - net - worth clients at Merrill Wealth Management. Responsible for providing comprehensive recommendations aligned with client's financial goals.
About the role
- Director of Corporate Finance and Restructuring leading engagements in corporate recovery and restructuring. Managing financial assessments and developing turnaround strategies for clients in various industries.
Responsibilities
- Lead and execute engagements across corporate recovery, restructuring, distressed M&A, and special situations (including Chapter 11, receiverships, Article 9 sales, and out-of-court transactions)
- Analyze client business plans, debt capacity, competitive positioning and strategy, key-contracts and relationships, and regulatory considerations
- Develop turnaround strategies with contingencies to assist with client initiatives and identify/evaluate potential restructuring/financing alternatives
- Apply operational business experience along with accounting, finance, and analytical skills to various client situations and practice disciplines including, but not limited to, asset identification and monetization, creditor negotiation and settlement, financial modeling, financial statements and projections assessments, business plan evaluations, and project management
- Drive development of integrated financial modeling/projections, cash flow forecasts, business plans, financial models, and other support as needed
- Perform financial reviews and provide implementation services for liquidations, bankruptcy and receiverships
- Responsible for hands on management of project teams, including directing other team members, and managing outside professionals involved in the engagement and client personnel
- Apply project management skills to ensure projects are scoped properly, appropriate priorities are established, implementation plans are developed and executed, and projects meet client expectations
- Proactively lead business development efforts and initiatives by instigating and managing marketing activities
- Prepare reports, written analyses, presentations, quantitative exhibits, and other client deliverables regarding project scope and/or results of work performed
- Lead, mentor and professionally develop team members, actively participating in the career advisory and performance review process. Provide knowledgeable guidance and direction to associates in the development of intricate financial models and other analyses.
Requirements
- Bachelor's Degree in a business-related field of study
- Minimum of 10 years experience in investment banking, restructuring advisory, or special situations (preferably within a boutique or middle-market firm)
- Demonstrated track record of business development and transaction sourcing, with established relationships among lenders, investors, attorneys, and restructuring professionals
- In-depth understanding of financial or independent business reviews, corporate recoveries, restructurings, debt advisory, turnarounds, workout negotiations, sell side advisory and distressed sale transactions; and/or insolvencies, exit strategies, managed liquidations, receiverships, collateral monitoring and bankruptcy services
- Flexibility to work from home while collaborating in person half the time.
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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