Vice President - Financial Advisory Services
Locations: Dallas, TX | Boston, MA | Detroit, MI
A leading middle-market advisory platform is seeking a Vice President to join its Financial Advisory Services team. This individual will work directly with business owners, management teams, lenders, private equity sponsors, and other stakeholders on a variety of strategic, financial, and operational engagements. The role offers exposure to complex situations requiring financial analysis, liquidity management, performance improvement, transaction support, and interim leadership solutions.
Key Responsibilities
- Lead client engagements and manage day-to-day execution across a broad range of financial advisory assignments.
- Analyze historical and projected financial performance, including liquidity assessments and cash flow forecasting.
- Develop, maintain, and review complex financial models, forecasts, and scenario analyses.
- Conduct detailed financial and operational due diligence.
- Prepare financial analyses, management presentations, board materials, and other client deliverables.
- Coordinate multiple workstreams while managing project timelines and junior team members.
- Support business development initiatives, proposal preparation, and client relationship management.
- Build relationships with clients, prospective clients, lenders, investors, attorneys, and other external advisors.
- Assist companies navigating strategic, operational, financing, and performance-related challenges.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 4+ years of experience in Transaction Advisory or related fields.
- Strong financial modeling, analytical, and problem-solving skills.
- Experience preparing forecasts, cash flow analyses, and executive-level presentations.
- Solid understanding of accounting, corporate finance, and financial statement analysis.
- CPA, CFA, or significant technical accounting expertise preferred.
- Excellent communication, project management, and client-facing skills.
- Ability to thrive in a fast-paced, entrepreneurial environment.
- Advanced degree preferred but not required.
- Willingness to travel as needed (25%-50%)