LCG Advisors
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Location: San Antonio, Tx (Remote, Low Travel, Relocation Assistance)
This position will initially require some on-site time at the client to get up to speed and achieve proficiency in the project, and then will transition to primarily remote.
Overview
LCG's Strategic Financial Consulting ("SFC") Group is hiring for a Senior Associate fast-track position, ideal for candidates seeking to learn and develop their career. The SFC Group offers M&A and transaction support, interim financial management, financial consulting, advisory services, and staff augmentation to businesses undergoing rapid growth, transactions, financial distress, and/or business transformation. This is a fast-track position; successful candidates can expect rapid promotion and compensation adjustments.
LCG Advisors is a Tampa-based financial advisory firm, awarded one of Tampa Bay's Best Places to work, specializing in loan and investment due diligence, M&A advisory, and other select consulting & advisory services. LCG has a nationwide footprint with over 150 professionals engaged in over 1,500 transactions annually. We serve private equity firms, institutional investors, lower and middle-market businesses, banks and debt providers, business owners, and legal professionals. Service lines include SFC, quality of earnings, business valuations, technology and integration, collateral examinations, investment banking, and litigation support.
The Role:
The Senior Associate (fast track) reports to a Vice President or Director on their respective projects. The Senior Associate will lead and/or support a portfolio of projects and communicate with and help manage client expectations. Candidate Aspirations: This opportunity is ideal for a self-motivated, driven, career-minded finance professional who lives in or would be excited to relocate to San Antonio, TX. They are focused on career growth (vs. balance), are seeking to grow into an incentive-based compensation arrangement or want to eventually be trained to take on CFO/Head of Finance duties in an emerging or lower-middle-market private company. They understand the career value of working in a transaction advisory firm and having the opportunity to work closely with and learn from discerning PE firms/investment professionals. They also thrive in situations that require a high level of commitment and dedication to keep pace when companies are in the midst of a critical transaction.
Most importantly, they value a career progression based solely on performance, not tenure. A successful candidate can expect to pursue several career paths: Be promoted to the Director level with incentive-based compensation and run a team; or Pursue opportunities to work in different LCG divisions (Investment Banking, Quality of Earnings, Commercial Asset Based Lending, Valuation, Litigation Support, Integration IT Support) Be groomed to be ready for a CFO role or other high-level financial position; or Pursue a more balanced work schedule in the SFC group Responsibilities Help manage the clients’ expectations and support project lead Perform day-to-day tasks required to complete the project scope Help project manage the overall project Qualifications & Experience An unwavering desire and determination to succeed in high-pressure, time-constrained environments 4-year degree in accounting or finance or a similar degree from a credible university, required 5+ years of relevant experience in accounting and/or finance, required Public accounting (audit or M&A/transaction), or private accounting (for private-equity/institutional investors), or significant well-rounded FP&A background Experience in investment banking, institutional investors, or other compelling non-traditional backgrounds to be considered Acumen/aptitude to prepare 3-statement models, 13-week cash flow forecasts, dynamic KPI packages, and complex ad hoc analysis Ability to deliver and craft articulate, persuasive presentations, with elevated attention to messaging, structuring, formatting and quality control Desire to manage, coach, and mentor degreed and non-degreed professionals Proven ability to build rapport, and desire to influence senior executives, middle managers, line workers, private equity firms, and lenders in challenging environments Advanced Excel skills (e.g., x-lookups, pivot tables, sumifs, index match, etc.), required Project demands will require after-hours or weekend work CPA, preferred Optional / Enhanced Experience: Experience in investment banking, consulting, private equity, restructuring or distressed companies, or other formal financial modeling training ERP remediation and/or system implementation experience (especially Netsuite and Sage), preferred Due diligence experience for new investments, analysis of industry trends, financial modeling, and valuation, preferred Physical Requirements: Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times Travel on an as needed basis Compensation and Benefits: Salary will be competitive and commensurate with experience Competitive Medical Benefits 401(k) plan with employer contributions Flexibility to work from home Seniority level Mid-Senior level Employment type Full-time Job function Finance, Accounting/Auditing, and Analyst Industries Accounting, Manufacturing, and Construction
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The Senior Associate (fast track) reports to a Vice President or Director on their respective projects. The Senior Associate will lead and/or support a portfolio of projects and communicate with and help manage client expectations. Candidate Aspirations: This opportunity is ideal for a self-motivated, driven, career-minded finance professional who lives in or would be excited to relocate to San Antonio, TX. They are focused on career growth (vs. balance), are seeking to grow into an incentive-based compensation arrangement or want to eventually be trained to take on CFO/Head of Finance duties in an emerging or lower-middle-market private company. They understand the career value of working in a transaction advisory firm and having the opportunity to work closely with and learn from discerning PE firms/investment professionals. They also thrive in situations that require a high level of commitment and dedication to keep pace when companies are in the midst of a critical transaction.
Most importantly, they value a career progression based solely on performance, not tenure. A successful candidate can expect to pursue several career paths: Be promoted to the Director level with incentive-based compensation and run a team; or Pursue opportunities to work in different LCG divisions (Investment Banking, Quality of Earnings, Commercial Asset Based Lending, Valuation, Litigation Support, Integration IT Support) Be groomed to be ready for a CFO role or other high-level financial position; or Pursue a more balanced work schedule in the SFC group Responsibilities Help manage the clients’ expectations and support project lead Perform day-to-day tasks required to complete the project scope Help project manage the overall project Qualifications & Experience An unwavering desire and determination to succeed in high-pressure, time-constrained environments 4-year degree in accounting or finance or a similar degree from a credible university, required 5+ years of relevant experience in accounting and/or finance, required Public accounting (audit or M&A/transaction), or private accounting (for private-equity/institutional investors), or significant well-rounded FP&A background Experience in investment banking, institutional investors, or other compelling non-traditional backgrounds to be considered Acumen/aptitude to prepare 3-statement models, 13-week cash flow forecasts, dynamic KPI packages, and complex ad hoc analysis Ability to deliver and craft articulate, persuasive presentations, with elevated attention to messaging, structuring, formatting and quality control Desire to manage, coach, and mentor degreed and non-degreed professionals Proven ability to build rapport, and desire to influence senior executives, middle managers, line workers, private equity firms, and lenders in challenging environments Advanced Excel skills (e.g., x-lookups, pivot tables, sumifs, index match, etc.), required Project demands will require after-hours or weekend work CPA, preferred Optional / Enhanced Experience: Experience in investment banking, consulting, private equity, restructuring or distressed companies, or other formal financial modeling training ERP remediation and/or system implementation experience (especially Netsuite and Sage), preferred Due diligence experience for new investments, analysis of industry trends, financial modeling, and valuation, preferred Physical Requirements: Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times Travel on an as needed basis Compensation and Benefits: Salary will be competitive and commensurate with experience Competitive Medical Benefits 401(k) plan with employer contributions Flexibility to work from home Seniority level Mid-Senior level Employment type Full-time Job function Finance, Accounting/Auditing, and Analyst Industries Accounting, Manufacturing, and Construction
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