Vice President managing financial advisory services focused on under-performing companies. Overseeing business development and engagement processes while analyzing financial data and maintaining client relationships.
Responsibilities
Actively works with under-performing and distressed companies in strategic areas
Prepare, analyze, and explain historical and projected financial information
Coordinate and perform detailed business due diligence
Execute engagements and manage day-to-day processes
Organize and prepare forecasts, financial statements, management presentations, and other deliverables
Prepare and maintain complex financial models
Assist in the marketing and planning of engagements
Build relationships and maintain contact with clients, prospective clients, and professional advisors
Requirements
Bachelor’s degree in accounting or finance
Certified Public Accountant (CPA), Charted Financial Accountant (CFA) (or equivalent), or technical/GAAP accounting expertise
4+ years of financial advisory and/or corporate restructuring experience
Prior experience in mergers and acquisitions and related financial advisory services
The ability to work independently in a fast-paced environment
Strong knowledge and practical experience with accounting and corporate finance
Deep analytical capabilities and excellent verbal and written communication skills
Be motivated, creative, outgoing with a strong work ethic
Possess strong skills in financial analysis
Willingness to travel
Must be authorized to work in the United States – E-Verify Employer
Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer
Director of Financial Reporting handling corporate consolidation activities for a global mobility company. Leading governance and ensuring audit - ready financial reporting across multiple jurisdictions.
Finance Manager responsible for Chumash Capital Investments' financial oversight. Overseeing cash flow, budgeting, and compliance for portfolio companies.
Financial Analyst supporting North America Mobility line of business. Reconcile entries, develop financial models, and drive forecasting processes in a collaborative environment.
Financial Analyst responsible for analysis driving business decisions and financial performance at Casella. Collaborating on budgeting, forecasting, and reporting across the finance team.
FP&A Analyst supporting financial planning and analysis at Nylas. Collaborating with teams to drive the financial health of the business in a hybrid environment.
Mid - level Financial Planning Analyst focused on preparing and monitoring the annual budget, forecasts and cash flow. Works cross - functionally to deliver accurate financial analyses and executive reporting to support the company’s strategic goals.
Financial Planning Specialist collaborating with CTO on financial oversight for technology projects and CAPEX. Ensuring effective governance and identifying efficiencies within financial processes.
Senior Associate underwriting and originating Commercial Real Estate finance products at Forbright Bank. Assisting with lending opportunities while maintaining acceptable credit quality and return targets.
Senior Manager, FP&A analyzing financial data and building models for strategic initiatives at Pluto TV. Collaborating with teams, delivering reports, and managing key budgets.
Mortgage Loan Investment Accountant supporting accounting and reporting functions for Protective's mortgage loan investment portfolio. Ensuring accurate, timely, and compliant reporting across U.S. Generally Accepted Accounting Principles.