Strategic Financial Consulting - Sr. Associate

LCG Advisors•Tampa, FL

5d•$90,000 - $110,000•Onsite

About The Position

LCG Advisors’ Strategic Financial Consulting Group is hiring a fast-track Senior Associate to provide M&A and transaction support, interim financial management, financial consulting, advisory services, and staff augmentation to businesses experiencing growth, transactions, financial distress, or transformation. The role is initially full-time and on-site in Tampa until the employee gains full proficiency. It offers the potential for rapid promotion and compensation adjustments based on performance. The Senior Associate reports to a Vice President or Director on assigned projects, leads and supports a portfolio of engagements, helps manage client expectations, and assists with project management. Projects may involve overseeing or supplementing a client’s finance function; transaction accounting support; converting financial records to accrual-based accounting for a GAAP audit; preparing month-end reporting for investors, lenders, boards, and other stakeholders; or supporting strategic planning, budgeting, forecasting, operating models, and 13-week cash flow forecasts. Engagements can range from fully outsourced accounting to supplementing an existing team, and may involve company remediation or oversight of the finance function. The role suits a driven finance professional seeking career growth and work with transaction advisory clients and institutional investors. Potential career paths include promotion to Director with incentive-based compensation and team leadership, opportunities in other LCG divisions, preparation for a CFO or other senior finance role, or a more balanced schedule within the SFC Group. Project work can require long days and weekend work. The position is based in Tampa, Florida, with low travel and relocation assistance noted in the posting.

Requirements

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.
Public accounting experience in audit or M&A/transaction work, private accounting experience for private equity or institutional investors, or a significant well-rounded FP&A background.
Ability and determination to succeed in high-pressure, time-constrained environments.
Ability to prepare three-statement models, 13-week cash flow forecasts, dynamic KPI packages, and complex ad hoc analyses.
Ability to craft articulate, persuasive presentations with strong attention to messaging, structure, formatting, and quality control.
Desire to manage, coach, and mentor degreed and non-degreed professionals.
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.
Availability for after-hours or weekend work as project demands require.

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, or valuation.
Experience with GAAP audits, private-company accounting, FP&A, treasury, M&A lifecycle work, institutional investors, or executive communications.

Responsibilities

Help manage clients’ expectations and support the project lead.
Perform day-to-day tasks required to complete the project scope.
Help project-manage the overall project.
Lead and/or support a portfolio of client projects.
Provide or support oversight of clients’ finance functions, transaction accounting, accrual accounting, financial reporting, and FP&A work as required by each engagement.