Strategic Financial Consulting - Sr. Associate

LCG Advisors•Tampa, FL

3d•Onsite

About The Position

LCG Advisors’ Strategic Financial Consulting Group is hiring a fast-track Senior Associate to support clients experiencing rapid growth, transactions, financial distress, or business transformation. The group provides M&A and transaction support, interim financial management, financial consulting, advisory services, and staff augmentation. The role is based onsite in Tampa, Florida, with low travel and relocation assistance. It will initially be full-time onsite until the employee gains full proficiency. The position offers performance-based career progression, with potential paths including promotion to Director with incentive-based compensation, work in other LCG divisions, preparation for a CFO or other senior finance role, or a more balanced schedule within SFC. The Senior Associate reports to a Vice President or Director on assigned projects and leads or supports a portfolio of engagements, communicating with clients and helping manage expectations. Projects may involve temporary or permanent oversight of a finance function; transaction accounting; conversion to accrual-based accounting for GAAP audits; financial reporting for investors, lenders, boards, and other stakeholders; financial planning and analysis; or remediation and oversight of an existing finance function. Engagements range from fully outsourced accounting solutions to supplementing an existing team. Success may require long days and weekend work, particularly when clients are completing critical transactions. LCG Advisors is a Tampa-based financial advisory firm serving private equity firms, institutional investors, lower- and middle-market businesses, banks and debt providers, business owners, and legal professionals. The firm has a nationwide footprint and over 150 professionals engaged in more than 1,500 transactions annually. Its services include strategic financial consulting, quality of earnings, business valuations, technology and integration, collateral examinations, investment banking, and litigation support.

Requirements

A four-year degree in accounting, finance, or a similar field from a credible university.
At least 5 years of relevant accounting and/or finance experience.
An unwavering desire and determination to succeed in high-pressure, time-constrained environments.
Relevant experience in public accounting (audit or M&A/transaction), private accounting for private equity or institutional investors, or a significant, well-rounded FP&A background. Candidates with investment banking, institutional investor, or other compelling nontraditional experience may also be considered.
Ability to prepare three-statement models, 13-week cash flow forecasts, dynamic KPI packages, and complex ad hoc analyses.
Ability to develop articulate, persuasive presentations, with strong attention to messaging, structure, formatting, and quality control.
Desire to manage, coach, and mentor degreed and non-degreed professionals.
Proven ability to build rapport and influence senior executives, middle managers, line workers, private equity firms, and lenders in challenging environments.
Advanced Excel skills, including XLOOKUPs, pivot tables, SUMIFS, and INDEX/MATCH.
Willingness to work after hours or on weekends when project demands require it.

Nice To Haves

CPA.
Experience in investment banking, consulting, private equity, restructuring, distressed companies, or formal financial modeling training.
ERP remediation or system implementation experience, especially with NetSuite or Sage.
Due diligence experience for new investments, industry trend analysis, financial modeling, and valuation.
Experience with public accounting or consulting firms, a recognized company, or institutional-investor-backed companies.
Experience with GAAP audits, private-company accounting, FP&A, treasury, M&A lifecycle activities, or communicating with executives and institutional investors.

Responsibilities

Help manage client expectations and support the project lead.
Perform day-to-day tasks required to complete the project scope.
Help project-manage the overall engagement.
Lead and/or support a portfolio of client projects.
Provide finance-function oversight and support as project needs require, including transaction accounting, accrual-based accounting, financial reporting, and financial planning and analysis.