Quick overview
Job description
Responsibilities
- Lead development and execution of comprehensive solutions to complex financial and operational challenges across the business lifecycle, including value creation, transformation, performance improvement, and bankruptcy preparation
- Build and maintain trusted relationships with C-level executives, stakeholders, and key constituents while managing multiple workstreams, deliverables, and negotiations to ensure engagement success
- Assess organizational effectiveness and identify high-impact opportunities for operational improvement, value preservation, and strategic resource allocation
- Oversee liquidity management and case administration, including cash flow forecasting, bankruptcy reporting, and support for business and restructuring plan development
- Drive the creation of executive-level deliverables — KPI dashboards, performance reports, board presentations, and investor communications — while cultivating a robust referral network of private equity, lending, legal, and industry relationships
- Provide coaching and mentorship to junior team members
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Lead talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located or willing to relocate to Chicago, Dallas, Los Angeles or New York
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- Seven plus years of professional experience, including at least two years in investment banking, consulting, private equity, or restructuring at a top-tier firm — plus additional time advising, investing, or supporting stakeholders through a traditional or non-traditional path
- Proven leadership in complex transformation, restructuring (in and out of court), and investment banking engagements, guiding both clients and teams across dynamic environments
- Expertise in financial modeling, including three-statement forecasts, thirteen-week cash flows, KPI dashboards, and complex ad hoc analysis
- Strong interpersonal acumen, with a track record of building trust across all levels — from senior executives to frontline stakeholders — and consistently delivering above expectations
- Active engagement across PI, TRS, and OCFO workstreams through analysis, information requests, and clear presentation of strategic opportunities and insights
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
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