Senior Associate, Cross-Functional

Responsibilities

• Collaborate with senior team members and clients to address complex financial and operational challenges, including due diligence (financial and operational), value creation, value preservation, business transformation, bankruptcy preparation, and investment banking processes (mergers and acquisitions (M&A), restructuring and capital raising)
• Analyze detailed financial statement information including income statement, balance sheet, cash flow, debt schedules and key operational data
• Develop sophisticated financial and operational models such as three statement operating models, 13-week cash flows (TWCF), discounted cash flows, leveraged buyout analyses, accretion / dilution models and value creation models, ensuring accuracy and strategic alignment
• Support a host of additional workstreams including but not limited to debtor-in-possession (DIP) sizing, first day motions, petition exhibits, vendor analysis, schedule of assets and liabilities (SOALs) , statements of financial affairs (SOFAs), monthly operating reports (MORs), TWCF projections, key performance indicator (KPI) tracking, key employee incentive and retention plan development, liquidation analysis, headcount reduction analysis, general ledger review, footprint rationalization, sales and operations planning, organizational design, go-to-market / growth design and business process transformation
• Develop critical presentations and executive reporting packages, including teasers, confidential information memorandums (CIMs), KPIs, financial performance and budget updates, for the board of directors, management, investors and creditors, ensuring high-quality and impactful communication
• Perform quality checks on XFn Associate work product, as applicable
• Share and manage best practices as well as lead internal trainings where required
• Serve as an informal mentor to XFn Associates to enhance team capabilities and encourage knowledge sharing
• Support business development, talent acquisition and firm development efforts
• Contribute to creating a high-performing and inclusive culture

Qualifications

• 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 that involves in office four days per week and willing to work at client sites as needed
• Four plus years of IB or private equity experience
• Formal financial modeling training at a top-tier firm 
• Financial acumen to prepare three statement models, TWCF, dynamic KPI packages and complex ad hoc analysis or the aptitude to become proficient
• Ability to thrive in a collaborative, lean team environment
• Competent in interacting with senior executives, private equity firms, lenders, lawyers, middle managers and line workers
• Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
• Eagerness to be responsive at all times
• Track-record of success in high pressure, time-constrained environments
• Excellent written and verbal communication skills including strong email etiquette
• Top-tier organizational skills and attention to detail
• Self-starter and entrepreneurial spirit