Careers

Are you interested in being part of one of the largest teams of restructuring and financial advisory professionals in the Western U.S.? Do you enjoy unwinding messy, complex financials and the underlying business issues?

Stapleton Group is a highly-respected financial advisory firm serving banks, business owners, law firms, shareholders and real estate investors. We get the call when a business is in financial distress or financial fraud is suspected. Our comprehensive solutions range from forensic accounting to determine a company’s viability, to maximizing recovery via receiverships, ABCs, bankruptcy, federal equity receiverships, out-of-court turnarounds and more.

The Opportunity

Apply your knowledge and learn new skills with unlimited career growth as a member of our dynamic team. We thrive on providing precise solutions, detailed reporting and excellent customer service while working in fun and sun-loving San Diego.

  • Thrive in our collaborative and dynamic environment
  • Enjoy diverse engagements spanning a wide range of industries
  • Deliver comprehensive financial advisory and turnaround solutions
  • Interact with CFO’s, controllers, business owners, bankers and attorneys
  • Work with our senior managing directors from “Big 4” public accounting firms
  • Utilize the latest technology tools

Employee Benefits  

Our employees enjoy the same comprehensive benefits offered by multi-national financial services firms:

  • Competitive salary & performance bonus
  • Paid vacation, floating holidays, sick days and company holidays
  • 401(k) Plan with company match
  • Group medical and dental insurance

 

OPEN POSITIONS

Don’t see a position that fits your skills?  Apply Now in case an opportunity arises soon.

Associate Director – Operations

Qualified candidate will be exposed to multiple aspects of Stapleton Group’s business in our immersive rotational program, including, but not limited to: financial analysis, sell-side M&A transactions, operations, real estate and legal. Reporting to Managing Directors and Directors, the candidate will work on client teams delivering wide-ranging work on complex projects and interface with executive-level decision makers across diverse industry sectors.

The ideal candidate has 2-5 years of post-collegiate work experience, is seeking a long-term growth opportunity, has a foundation in accounting, finance, and/or operations and is eager to learn. Many of our successful team members began their careers in finance or public accounting but were attracted to a more entrepreneurial career path as a management consultant. Responsibilities include:

  • Lead and work with others to take over operational, financial, and accounting controls for businesses, commercial real estate assets, and large, complex estates.
  • Provide analysis and recommendations to the leadership team based on financial and operational data.
  • Support leadership team on project and corporate initiatives.
  • Intensive written and financial reporting, memos, and letters.
  • Assist with managing teams of operations, accounting, and financial personnel.
  • Participate in executive-level meetings and presentations.
  • Deploy financial analysis in support of strategic business decision-making.
  • Spend up to 30% of time working at client locations throughout the United States.

A qualified candidate is highly ethical, an independent worker, and an excellent multi-tasker with a bachelor's degree in accounting, finance and/or business. Superior problem-solving skills and 2 - 5 years of experience working in accounting, consulting, law, or finance in a fast-paced environment are required, along with the following:

  • Passion for solving problems and implementing solutions.
  • Exceptional organizational skills.
  • Comfortable with an unpredictable schedule and pivoting quickly and often to meet tight deadlines.
  • Strong analytical mindset and ability to summarize large data sets.
  • Excellent written, oral and presentation skills
  • Expert knowledge of PowerPoint, Excel (V-Lookup / Pivot Tables), Word and Outlook software programs.
  • Knowledge of accounting systems is a plus.
  • Familiarity with the receivership process is a plus.
  • Big 4 accounting experience or consulting experience is a plus.

The candidate must live in or be willing to relocate to San Diego, CA area for this position. No relocation bonus or stipend. Compensation will be commensurate with experience.

Click HERE to apply for this position on LinkedIn. Include your resume and a cover letter explaining why the position is interesting to you and what makes you a great candidate.

Associate Director – Financial Advisory

Qualified candidate will work on client teams delivering a wide range of work on complex projects, interacting with executive-level decision makers across diverse industry sectors. The ideal candidate has at least 3 years of post-collegiate working experience in finance, accounting or consulting, is eager to learn and grow with our team and does not want to follow the traditional corporate or accounting trajectory toward being a controller. Many of our successful team members began in finance or public accounting but were attracted to the more entrepreneurial career path of a management consultant.

Reporting to Managing Directors and Directors, the candidate will:

  • Lead and/or work with others to take over financial and accounting controls for operating businesses and commercial real estate assets.
  • Deliver thoughtful, focused, accurate work communicated in high-quality reports to be distributed to internal and external contacts.
  • Perform cash flow modeling and forecasting.
  • Assist with managing teams of operations, accounting, and financial personnel.
  • Perform both executive-level and administrative-type work on client teams.
  • Prepare intensive verbal and financial reports and presentations.
  • Deploy financial analysis in support of strategic business decision-making.
  • Participate in executive-level meetings and presentations.
  • Spend up to 30% of time working at client locations throughout the Western United States.

A qualified candidate is a highly ethical, excellent multi-tasker with at least 3 years of experience working in finance, accounting or consulting in a fast-paced environment and meets the following requirements:

  • B.A. in finance or accounting; MAcc and/or CPA (preferred).
  • Highly organized with excellent written and oral presentation skills.
  • Expert knowledge of Excel (V-Lookup / Pivot Tables), PowerPoint, Word, and Outlook software programs.
  • Strong analytical mindset and ability to summarize large data sets.
  • Must love problem-solving and implementing solutions.
  • Comfortable with an unpredictable schedule and pivoting quickly and often to meet tight deadlines.
  • Big 4 accounting or consulting experience is a plus.
  • Knowledge of various accounting systems is a plus.
  • Familiarity with restructuring, receiverships, and the sell-side M&A process is a plus.
  • Bonus points if your experience includes: A/R, inventory, cash, A/P, revenue, and expenses; running analytics/ratio on financials; working on cash flow statements; projections and audits across multiple industries.

The candidate must live in or be willing to relocate to San Diego, CA area for this position. No relocation bonus or stipend; this is an in-office position. Compensation will be commensurate with experience.

Click HERE to apply for this position on LinkedIn. Include your resume and a cover letter explaining why the position is interesting to you and what makes you a great candidate.

Executive Assistant

Qualified candidate is a highly motivated, organized, natural problem-solver who thrives in a fast-paced environment. The ideal candidate is an experienced paralegal and/or executive assistant who will report to and support our President, Director of Operations and various project managers on internal operations and client matters. Responsibilities include but are not limited to the following:

  • Prepare and edit correspondence, spreadsheets, marketing documents, reports, and legal pleadings.
  • Maintain internal company filing systems.
  • Monitor and maintain office supplies inventory.
  • Monitor and maintain court calendars and deadlines.
  • Manage and maintain executives' schedules, appointments, and travel arrangements.
  • Answer corporate phone line, distribute/screen calls.
  • Prepare, organize, and distribute incoming/outgoing mail.
  • Work closely with the accounting department, log and deposit A/R checks, and signature stamp A/P checks.
  • Assist with matters related to estate and trust clients, including managing and composing communications.
  • Perform daily errands (bank, post office, supplies).
  • Maintain the office condition and arrange necessary repairs.
  • Plan in-house or off-site activities, such as parties, luncheons, and celebrations.
  • Assist accounting with administrative level tasks as needed.

A qualified candidate is a highly ethical, excellent multi-tasker who meets the following requirements:

  • Proficient in Excel, PowerPoint, Outlook, Word, Adobe.
  • Excellent written and verbal communication skills.
  • Team player with a positive attitude; open to wide-ranging duties.
  • Highly organized and efficient.
  • Skilled at working independently with little direction as well as in a collaborative team environment.
  • Skilled at prioritizing tasks and juggling multiple deadlines simultaneously.
  • Highly flexible, resourceful, and adaptable.
  • Exceptional attendance and punctuality, with sufficient flexibility to meet short deadlines.
  • Familiarity with billable time tracking, and/or billable time tracking software.
  • Experience with court filing procedures in the state of California, and filing procedures in other areas, is a bonus.
  • Experience in a fast-paced executive support role.
  • Comfortable with frequent transitions between admin-level and highly-skilled work.

To apply for this position, complete the form below. Include your resume and a cover letter explaining why the position is interesting to you and what makes you a great candidate. Compensation will be commensurate with experience.

 

Apply Now

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