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Current

Accounting firm alliance providing non-attest services

Director Corporate Restructuring

Financial & Transaction AdvisoryUpdated on Nov 11
Full-timeIrvine, CA, USA

About the Job

Requirements

  • A bachelor's degree is required; an MBA or equivalent advanced degree is preferred.
  • At least five years of relevant experience in corporate finance, accounting, restructuring, valuation, investment banking, or litigation support is required.
  • Strong quantitative and qualitative analytical skills are required, including the ability to connect business strategy, operations, and financial performance.
  • Advanced financial modeling capabilities, including detailed projections and scenario analysis, are required.
  • A strong understanding of operational and financial performance drivers is required.
  • Advanced proficiency in Microsoft Excel and strong PowerPoint skills are required.
  • Strong problem-solving skills and intellectual curiosity are required.
  • Excellent written and verbal communication skills are required.
  • Candidates must be highly organized, self-directed, and able to manage competing priorities.

Responsibilities

  • Analyze historical and projected financial statements, cash flows, liquidity, and capital structures.
  • Build, review, and maintain detailed financial models, including forecasts, liquidity analyses, valuation models, and damages-related computations.
  • Prepare analyses assessing operating performance, trends, and key drivers impacting liquidity, valuation, and recoveries.
  • Support out-of-court workouts, debt restructurings, Chapter 11 cases, and bankruptcy contingency planning.
  • Perform financial due diligence and investigative analysis using incomplete, unorganized, or imperfect data.
  • Assist with litigation support engagements, including expert analysis, report preparation, and testimony support.
  • Synthesize complex financial findings into clear, defensible conclusions for clients, counsel, and other stakeholders.
  • Manage multiple concurrent engagements and deadlines in a fast-paced environment.
  • Mentor team members and review work product as appropriate.
  • Contribute to special projects and firm initiatives.

Desired Qualifications

  • CPA designation is a plus.
  • Prior exposure to restructurings, distressed situations, or complex disputes is strongly preferred.
  • Experience with Capital IQ, including the Excel plug-in, is preferred.

About the Company

Current

Accounting firm alliance providing non-attest services

Crete Professionals Alliance (Crete PA) partners with the non-attest arms of US accounting firms to scale their practices while preserving the local firm’s brand, leadership, and culture. It provides centralized back-office services—like talent, HR, finance, legal/compliance, technology, and business development—through subsidiary entities that handle tax and other non-attest work, while partner CPA firms maintain audit and attest services. Crete PA takes majority stakes in partner firms, with original owners retaining a minority equity position to stay involved. The company differentiates itself by offering large-scale national resources and technology-focused tools, including AI, without forcing firms to lose their brand or leadership, and it aims to grow through acquisitions to build a nationwide accounting platform.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Tampa, FL
Founded
2023

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