Associate, Cross-Functional

Responsibilities

• Partner with senior team members and clients to tackle complex financial and operational challenges, including due diligence, value creation and preservation, transformation efforts, bankruptcy preparation and investment banking processes (M&A, restructuring, capital raising)
• Analyze financial statements and key operational data; build models such as three‑statement forecasts, TWCFs, DCFs, LBOs, accretion/dilution and value creation scenarios
• Contribute to restructuring and transformation work streams including DIP sizing, petition prep, vendor analysis, SOALs, SOFAs, MORs, KPI tracking, incentive plans, liquidation and headcount analysis, GL review, footprint rationalization, S&OP, org design and go‑to‑market strategy
• Create high‑impact deliverables including teasers, CIMs, KPIs, financial updates and board‑ready reporting for executives, investors and creditors
• Develop operational forecasts and budgets for active and potential investments and participate in operational, financial and management meetings to share analysis and findings
• Support internal trainings and best practice sharing
• Support business development and client relationship efforts
• Support talent acquisition and firm‑building initiatives
• Contribute to a high‑performing, inclusive and values‑driven culture

• Bachelor's degree from a top undergraduate program
• Located or willing to relocate to Chicago, Dallas, Los Angeles or New York
• Invested in a team‑based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
• Minimum one and a half years of experience in investment banking, consulting, private equity or formal financial modeling at a top‑tier firm
• Proven ability to build three‑statement models, TWCFs, dynamic KPI dashboards and complex ad hoc analyses — or the aptitude to ramp quickly
• Superior written and verbal communication skills, including executive‑ready presentation and reporting skills
• Proven ability to thrive in lean, fast‑moving teams
• High attention to detail, responsiveness and ownership mindset
• Track record of success in high‑pressure, client‑facing environments

• Financial Analysis
• Due Diligence
• Value Creation
• Bankruptcy Preparation
• M&A Processes
• DCF Modeling
• LBO Modeling
• Operational Forecasting
• Budget Development
• Data Analysis

• Written Communication
• Verbal Communication
• Team Collaboration
• Attention to Detail
• Ownership Mindset