Senior Advisory Associate

Location: Onsite in Summerlin, NV

About Us

Our client is a rapidly growing CFO/CIO advisory firm dedicated to driving long-term value creation for high-quality companies. Their team provides financial and strategic leadership across various industries, with a strong focus on middle-market real estate. Over the past two years, they've advised on transactions totaling over $1B, showcasing their expertise in private equity and investment banking.

If you have experience in investment banking, private equity, or real estate, and are passionate about financial modeling, strategic advisory, and transaction support, we invite you to apply to this position.

Position Overview

As a Senior Advisory Associate, you will play a crucial role in providing clients with high-level financial and operational insights. This position 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 the performance of client portfolios and implement value creation strategies.
• Manage multiple advisory engagements simultaneously and meet tight deadlines.

Qualifications

• 2-5+ years of experience in investment banking, private equity, real estate, or corporate finance advisory.
• Exceptional Excel financial modeling skills, including discounted cash flow (DCF), sensitivity analysis, and 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

We offer competitive compensation with performance-based bonuses, exposure to C-suite decision-making, and involvement in high-impact projects. There are also opportunities for growth in a rapidly expanding firm with a track record of success.