Director, Strategic Advisory

This is a fully remote position, open to applicants in Texas.

📋 Description

• Oversee and manage financial and accounting controls for operational businesses and commercial real estate properties.

• Recognize key performance indicators, conduct cash flow forecasting, and assist operational demands across various sectors.

• Generate precise work products for both internal and external stakeholders.

• Execute 13-week cash flow and three-statement financial modeling and forecasting.

• Manage tasks at both entry-level and executive levels for the same account.

• Prepare comprehensive written and financial documentation and presentations.

• Counsel clients on bankruptcy matters, enhancements in working capital, liquidation assessments, loan negotiations/modifications, and claims processes.

• Present information to C-suite executives, bankers, attorneys, and business proprietors.

• Collaborate with senior leadership and client stakeholders to meet project objectives.

• Spot business development prospects and cultivate client and business relationships.

• Oversee timelines and deliverables across various projects and sectors.

• Propel process enhancements and operational excellence.

• Manage project schedules, deliverables, and budgets effectively.

• Uphold ethical standards and maintain credibility.

• Travel up to 40% to client locations, including across the western United States.

⛳️ Requirements

• 7-12 years of advancing experience in finance, accounting, or consulting within a dynamic environment.

• Bachelor’s degree in finance or accounting.

• Certified Public Accountant (CPA), Certified Insolvency and Restructuring Advisor (CIRA), Chartered Financial Analyst (CFA), Certified Fraud Examiner (CFE), and/or Certified Turnaround Professional (CTP) are advantageous.

• Highly organized with outstanding written and verbal presentation capabilities.

• Proficient in Excel (V-Lookup / Pivot Tables), PowerPoint, Word, and Outlook.

• Strong analytical skills and capacity to distill large datasets.

• Demonstrated leadership experience with the ability to guide and mentor a team.

• Excellent communication and interpersonal abilities, with a knack for influencing and negotiating.

• Proven history of managing intricate projects and achieving exceptional outcomes.

• Capability to independently generate and compose high-quality work products with minimal oversight.

• Ability to work autonomously and collaboratively as part of a team.

• Willingness to travel as dictated by client service needs.

• Experience with Big 4 accounting or consulting firms is a plus.

• Familiarity with various accounting systems is a plus.

• Understanding of restructuring, turnaround management, bankruptcy, distressed assets, receiverships, and sell-side M&A is advantageous.

• Must be able to remain seated for extended periods.

• Comfortable operating in a remote and/or hybrid work setting.

• Must be adaptable to work outside of standard business hours (8:30am–5:30pm) when necessary.

• Must be open to travel as required.

🏝️ Benefits

• Generous Flexible Time Off (FTO) Policy.

• Medical, Dental, and Vision Insurance.

• 401k Matching Program.

• Commuter Benefits.

• Remote and/or hybrid work environment.