Senior Associate

4 weeks ago

las vegas, 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

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.

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