Sr. Associate

About the role

We are seeking a Senior Associate to join our dynamic team in San Diego, providing support across a wide range of projects and industries, with a primary focus on distressed real estate projects. This role offers a unique opportunity to engage in a variety of tasks, ranging from low-to-mid-level responsibilities to higher-level strategic initiatives. Approximately 40% of the role involves on-site management of properties, requiring hands-on operational oversight. The position is based in the San Diego County area with expectations to work in the office 5 days per week full-time.

Responsibilities

• Support the reporting manager in project management and financial analysis across a wide range of projects and industries, including real estate and operating companies.
• Execute and review detailed financial modeling, build and analyze cash flow forecasts, and conduct comprehensive financial statement reviews.
• Assist in the preparation of assessments and court reporting.
• Conduct industry research and contribute to client engagements with due diligence.
• Collaborate effectively within project teams and interact with senior-level client personnel.
• Manage physical on-site property operations and ensure operational efficiencies.
• Maintain strict adherence to project timelines and deliverables.
• Contribute to the development and enhancement of internal processes and procedures.
• Demonstrate proactive problem-solving and decision-making skills in a fast-paced environment.
• Uphold the highest ethical standards and maintain credibility in all interactions.

Qualifications

• 3-5 years of experience in Audit, Big 4 Accounting, Banking, Finance and/or distressed asset consulting or restructuring, or related fields.
• A degree in Business, Economics, Finance, or Accounting is preferred. A Master's or specialty in Real Estate is a plus.
• Deep understanding of financial modeling, Microsoft Excel, PowerPoint, and Word.
• Strong interpersonal skills with the ability to communicate effectively at all levels.
• Ability to work independently and as part of a collaborative team.
• Highly organized, dynamic, and able to pivot and shift focus without losing deadlines or priorities.
• Willingness to travel, up to 40%, as required by client service needs.
• Experience in corporate finance, banking, consulting, or accounting preferred.
• CPA, CFA, CTP, and CIRA certifications are a plus.
• Must be motivated, demonstrate a high degree of energy, and be a self-starter; someone who is enthusiastic, proactive, and takes initiative.
• Ability to multitask, often in a time-pressured, urgent environment.
• Excellent financial, analytical, and interpersonal skills.
• Excellent project management skills and proven capabilities to support project teams.
• Ability to independently develop and write superior quality work product with limited oversight.
• Ability to work both independently and as a team member.

Benefits

• Generous FTO (Flexible Time Off) Policy
• Medical, Dental, and Vision Insurance
• 401k Match
• Commuter Benefit

Pay

A reasonable estimate of the salary range for this role is $100,000 - $120,000.

Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.