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.