Senior Associate

2 days ago

los angeles, United States CFOCIO Advisory Company Full time

Senior Advisory Associate

Location: Onsite in Las Vegas - typical work hours ~60hrs a week including some work on Saturdays - This role is being posted in Los Angeles to attract talent with an interest/connection to Las Vegas

Company: CFO/CIO Advisory Firm

About Us

We are a fast-growing CFO/CIO advisory firm specializing in driving long-term value creation for high-quality companies. Acting as advisor or acting Chief Financial Officer (CFO) / Chief Investment Officer (CIO), our team delivers financial and strategic leadership across industries, with a focus on middle-market real estate. In the past two years, we have advised on over $1B in transactions, showcasing our private equity and investment banking expertise.


If you have a background in investment banking, private equity, or real estate, and are passionate about financial modeling, strategic advisory, and transaction support, we invite you to join us as a


Senior Advisory Associate.

Position Overview

The Senior Advisory Associate will play a key role in providing clients with high-level financial and operational insights. This role requires exceptional financial modeling skills in Excel, a deep understanding of financial statements, and a strategic mindset to support clients' capital raising, M&A, and operational initiatives.


The ideal candidate will thrive in a fast-paced, dynamic environment and work directly with C-suite executives, investors, and entrepreneurs to help them achieve their financial and strategic goals.


Key Responsibilities

  • Develop complex Excel financial models (including forecasting, valuation, and scenario analysis) to support business decisions, M&A, and capital transactions.
  • Partner with CEOs, CFOs, and other executives to provide strategic advice on business performance, cash flow management, and financing strategies.
  • Lead and support capital raising, due diligence, and investment opportunities across industries with a primary focus on middle-market real estate.
  • Identify key financial insights and present actionable recommendations to client leadership.
  • Assist in structuring debt and equity transactions and conducting financial statement analysis.
  • Monitor performance of client portfolios and implement value creation strategies.
  • Manage multiple advisory engagements simultaneously and meet tight deadlines.


Qualifications

  • 3-5+ years of experience in investment banking, private equity, real estate, or corporate finance advisory.
  • Exceptional Excel financial modeling skills (e.g., discounted cash flow (DCF), sensitivity analysis, waterfall models).
  • Strong understanding of financial statements and corporate finance principles.
  • Experience with capital markets transactions (debt and equity).
  • Familiarity with middle-market companies and the real estate sector is a plus.
  • Highly analytical mindset with the ability to manage multiple priorities.
  • Excellent communication skills with experience presenting to executive leadership.
  • Strong work ethic with an entrepreneurial spirit and collaborative approach.


What We Offer

  • Competitive compensation with performance-based bonuses.
  • Exposure to C-suite decision-making and involvement in high-impact projects.
  • Opportunities for growth in a rapidly expanding firm with a track record of success.


How to Apply

If you're ready to take the next step in your career and join a firm making a lasting impact, we’d love to hear from you Please submit your resume here.

  • Senior Associate Attorney

    5 days ago

    Los Angeles, California, United States Smith Clinesmith LLP Full time

    Job Title: Junior AttorneySmith Clinesmith LLP is seeking a highly motivated and detail-oriented Junior Attorney to join our team. As a Junior Attorney, you will have the opportunity to work closely with our senior partners and associates, conduct legal research, draft documents, and maintain client files.Responsibilities:Organize and maintain files to...

  • Senior Associate

    5 days ago

    Los Angeles, California, United States SS&C Technologies Full time

    Job Title: Senior AssociateSS&C Technologies is seeking a highly skilled Senior Associate to join our team in Fund Accounting. As a Senior Associate, you will be responsible for preparing and processing transactions and financial reports, exercising sound judgment regarding the application of accounting principles to various complex transactions.Key...

  • Senior Credit Associate

    5 days ago

    Los Angeles, California, United States Selby Jennings Full time

    Senior Associate - Private Credit TeamA leading private credit firm with a significant asset base is seeking a seasoned Senior Associate to join its private credit team in Los Angeles, CA. The firm provides senior debt solutions to companies across various industries.The ideal candidate will have:4-8+ years of experience in private credit or direct lending,...

  • Senior Associate Attorney

    4 weeks ago

    Los Angeles, California, United States Thomas Talent Network Full time

    {"Job Title": "Senior Associate Attorney", "Job Description": "Job OverviewAt Thomas Talent Network, we are seeking a highly skilled Senior Associate Attorney to join our team. As a key member of our litigation team, you will be responsible for representing attorneys in disciplinary proceedings before state bar associations.The ideal candidate will have a...

  • Senior Associate Attorney

    2 weeks ago

    Los Angeles, California, United States Smith Clinesmith Full time

    Job OpportunitySmith Clinesmith LLP is a leading national law firm specializing in nursing home abuse and neglect cases. We are seeking a highly skilled and motivated Associate Attorney to join our team.ResponsibilitiesCollaborate with senior attorneys to provide legal counsel to clients and grow our client base.Conduct thorough legal research, prepare...

  • Senior Associate Attorney

    5 days ago

    Los Angeles, California, United States Jobot Full time

    Job Title: Senior Associate Attorney Job Summary: We are seeking a highly motivated and experienced Senior Associate Attorney to join our team. As a Senior Associate Attorney, you will be responsible for handling a diverse range of insurance defense and personal injury cases. You will conduct thorough research and analysis to develop effective litigation...

  • Senior Associate Attorney

    3 weeks ago

    Los Angeles, California, United States Pop-Up Talent Full time

    Job Title: Senior Associate AttorneyAbout the Role:We are seeking a highly skilled and experienced Senior Associate Attorney to join our team at Pop-Up Talent. As a Senior Associate Attorney, you will play a key role in managing a caseload of complex legal matters and prioritizing tasks to meet deadlines.Responsibilities:Manage a caseload of complex legal...

  • Senior Associate Attorney

    5 days ago

    Los Angeles, California, United States Pop-Up Talent Full time

    Job Title: Senior Associate AttorneyAbout the Role:We are seeking a highly skilled and experienced Senior Associate Attorney to join our team at Pop-Up Talent. As a Senior Associate Attorney, you will play a key role in managing a caseload of complex legal matters and prioritizing tasks to meet deadlines.Responsibilities:Manage a caseload of complex legal...

  • Senior Private Credit Associate

    6 days ago

    Los Angeles, California, United States Selby Jennings Full time

    Senior Private Credit AssociateA leading private credit firm with a significant asset base is seeking a Senior Associate to join its private credit team in Los Angeles, CA. The firm provides senior debt solutions to companies across various industries. The Senior Associate will be responsible for executing and developing senior underwriting skills, guiding...

  • Senior Associate Attorney

    2 weeks ago

    Los Angeles, California, United States Novate Legal Search Full time

    Job Title: Senior Associate AttorneyJob Summary:We are seeking a highly skilled and dedicated Attorney to join our team at Novate Legal Search. As a Senior Associate Attorney, you will play a crucial role in upholding justice and providing top-tier legal services to our clients.Key Responsibilities:Conduct thorough legal research to identify pivotal...

  • Senior Associate

    3 weeks ago

    Los Angeles, California, United States Miller Kaplan Full time

    Senior Associate Job DescriptionAt Miller Kaplan, we're looking for a talented Senior Associate to join our Tax department. As a key member of our team, you'll play a crucial role in delivering exceptional tax services to our clients.Key Responsibilities:Assist tax managers with tax research and compliance functionsDevelop and implement revenue-generating...

  • Senior Tax Associate

    4 days ago

    Los Angeles, California, United States Consultative Search Group Full time

    Senior Tax AssociateA prestigious investment management firm seeks a Senior Tax Associate to join their dynamic team. This position will oversee and ensure the accuracy and timely completion of company's tax deliverables, and aid in the company's tax initiatives.Key ResponsibilitiesReview tax returns prepared by third-party tax accountantsCoordinate with...

  • Senior Tax Associate

    19 hours ago

    Los Angeles, California, United States Consultative Search Group Full time

    Job Title: Senior Tax AssociateJob Summary:We are seeking a highly skilled Senior Tax Associate to join our team at Consultative Search Group. The ideal candidate will have a strong background in tax compliance and a proven track record of delivering high-quality results.Key Responsibilities:Review and prepare tax returns for partnerships and...

  • Senior Tax Associate

    3 weeks ago

    Los Angeles, California, United States Consultative Search Group Full time

    Job Title: Senior Tax AssociateWe are seeking a highly skilled Senior Tax Associate to join our team at Consultative Search Group. This is a unique opportunity to work with a prestigious investment management firm and contribute to their dynamic tax team.Key Responsibilities:Oversee and ensure the accuracy and timely completion of company tax deliverablesAid...

  • Senior Associate Attorney

    4 weeks ago

    Los Angeles, California, United States Pop-Up Talent Full time

    Senior Associate AttorneyAt Pop-Up Talent, we're seeking a highly skilled Senior Associate Attorney to join our team. As a key member of our litigation team, you'll be responsible for managing a caseload of complex legal matters and prioritizing tasks to meet deadlines.Responsibilities:Lead a litigation team and manage junior associates, paralegals, and...

  • Senior Associate

    4 weeks ago

    Los Angeles, California, United States CNM LLP Full time

    Job OpportunityWe are seeking a highly skilled Senior Associate to join our team at CNM LLP. As a Senior Associate, you will play a key role in providing technical advisory services to our clients, focusing on internal control advisory and SOX compliance.Key Responsibilities:Partner with project teams to deliver high-quality advisory services to...

  • Senior Associate

    3 weeks ago

    Los Angeles, California, United States SS&C Technologies Holdings Full time

    Job OverviewWe are seeking a highly skilled Senior Associate to join our Fund Accounting team. As a Senior Associate, you will play a key role in preparing and processing transactions and financial reports, exercising sound judgment regarding the application of accounting principles to complex transactions.Key Responsibilities:Deliver accurate and timely...

  • GTS Senior Service Associate

    2 days ago

    Los Angeles, United States East West Bank Full time

    East West Bank is seeking a GTS Senior Service Associate. Reporting to the Global Transactions Services Group Manager the employee is responsible for delivering a high level of world class customer service through various inbound and outbound channel Associate, Senior, Customer Service, Service, Operations, Retail, Treasury

  • Senior Audit Associate

    6 days ago

    Los Angeles, California, United States Sensiba San Filippo Full time

    Senior Audit Associate Job DescriptionSensiba San Filippo is seeking a highly skilled and experienced Senior Audit Associate to join our Audit department's team. As a Senior Audit Associate, you will play a key role in delivering high-quality audit services to our clients, with a focus on Venture Capital entities.Key Responsibilities:Perform venture capital...

  • Private Credit Senior Associate

    2 days ago

    los angeles, United States Selby Jennings Full time

    A leading private credit firm with ~$50B AUM is looking for a Senior Associate to join the private credit team in Los Angeles, CA. The firm provides senior debt solutions to companies across all industries. The Senior Associate will be execution-focused and will continue to develop into a senior underwriter. This individual will be responsible for guiding...