Associate Director

3 days ago

Del Mar, United States Stapleton Group, a part of J.S. Held Full time

Stapleton Group is a dynamic team of seasoned turnaround management and financial consulting professionals, and we are looking for a highly motivated individual to join us as an Associate Director in our North County San Diego office. This role will report primarily to the Managing Director and Director levels. Ideally, the candidate would have 5-7 years of post-collegiate working experience and is looking for a long-term growth opportunity.


At Stapleton Group, we design, implement, and manage strategic solutions for problem commercial loans, distressed operating companies, sell-side M&A, and troubled real estate projects. Our firm is a leader in insolvency, wind-down, turnaround, workout, and forensic accounting consulting in the Western US. Many of our team members have come from finance or public accounting but did not see themselves wanting to pursue a traditional corporate role. We are looking for someone with a foundation in accounting, finance, and/or operations and an eagerness to learn and grow with our team but who doesn't want to follow the corporate accounting career path. This is considered more of a management consulting project-focused role.


This role can be considered an immersive rotational style program that will eventually allow the candidate to touch multiple aspects of what we do here at Stapleton throughout their career, including but not limited to financial analysis, sell-side M&A transactions, operations, real estate, and legal. The individual will be responsible for a wide range of work as part of various client teams while interfacing with executive-level decision-makers and handling complex projects across various industry sectors. They will report directly to company leadership, Directors, and Managing Director roles in the organization.


Job description

  • Lead and work with others to take over operational, financial, and accounting controls for businesses, commercial real estate assets, and large, complex estates.
  • Develop and/or maintain accounting processes and produce accurate financial statements. Oversee AP, AR, payroll, cash flow management, financial reporting, and reconciliations.
  • Assist with managing teams of operations, accounting, and financial personnel.
  • Be familiar with 3-statement financials and be able to draft cash flow projections and worksheets when necessary.
  • Provide analysis and recommendations based on financial and operational data to the leadership team.
  • Support leadership team on project and corporate initiatives.
  • Intensive written requirements for reports, analyses, presentations, exhibits, and other client deliverables.
  • Develop and maintain internal dashboards, checklists, and project management tasks.
  • Participate in executive-level meetings and presentations, including initial takeover meetings.
  • Deploy financial analysis in support of strategic business decision-making.
  • Spend up to 30% of time working at client locations throughout the United States.


A qualified candidate is highly ethical, an independent worker, and an excellent multi-tasker with a bachelor's degree in accounting, finance, and/or business. Superior problem-solving skills and 5-7 years of experience working in accounting, consulting, law, or finance in a fast-paced environment are required, along with the following:

  • Must love problem-solving and implementing solutions.
  • Highly organized.
  • Be comfortable with the unknown and can pivot and/or switch gears quickly and often.
  • Strong analytical, accounting, and/or financial mindset and ability to summarize large data sets.
  • Experience and/or familiarity with QofE (Quality of Earnings).
  • Excellent written, oral, and presentation skills
  • Expert knowledge of PowerPoint, Excel (V-Lookup / Pivot Tables), Word, and Outlook software programs.
  • B.A. in finance, accounting; Masters in Accountancy (preferred)
  • Certified Public Accountant (CPA); Certified Insolvency and Restructuring Advisor (CIRA), Chartered Financial Analyst (CFA); Certified Fraud Examiner (CFE), and/or Certified Turnaround Professional (CTP) is not required but preferred.
  • Knowledge of accounting systems is a plus.
  • Familiarity with the receivership process is a plus.
  • Big 4 accounting experience or consulting experience is a plus.
  • The candidate must live in or be willing to relocate to the San Diego, CA, area for this position.


To apply for this position, please apply via Linkedin. Include your resume and a note explaining why the position interests you and what makes you a great candidate. The ideal candidate could work in Southern California or Pacific Northwest but preference to Southern California. Preferable markets are San Diego, Los Angeles, Orange County, Seattle. This is an immediate hire with no recruiters.

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