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 5 years of post-collegiate working experience in finance, accounting or consulting, is eager to learn and grow with our team and is seeking a long-term growth opportunity. 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.
The position is part of an immersive rotational program that exposes the candidate to multiple aspects of Stapleton's business, including but not limited to financial analysis, sell-side M&A transactions, operations, real estate, and legal. They will report directly to company leadership, Directors, and Managing Directors in the organization.
Job Responsibilities:
- Lead and work with others to take over operational, financial, and accounting controls for businesses, commercial real estate assets, and large, complex estates.
- Develop and/or maintain accounting processes and produce accurate financial statements. Oversee AP, AR, payroll, cash flow management, financial reporting, and reconciliations.
- Assist with managing teams of operations, accounting, and financial personnel.
- Be familiar with 3-statement financials and be able to draft cash flow projections and worksheets when necessary.
- Provide analysis and recommendations based on financial and operational data to the leadership team.
- Support leadership team on project and corporate initiatives.
- Intensive written requirements for reports, analyses, presentations, exhibits, and other client deliverables.
- Develop and maintain internal dashboards, checklists, and project management tasks.
- Participate in executive-level meetings and presentations, including initial takeover meetings.
- 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 5-7 years of experience working in accounting, consulting, law, or finance in a fast-paced environment are required, along with the following:
- Must love problem-solving and implementing solutions.
- Highly organized.
- Be comfortable with the unknown and can pivot and/or switch gears quickly and often.
- Strong analytical, accounting, and/or financial mindset and ability to summarize large data sets.
- Experience and/or familiarity with QofE (Quality of Earnings).
- Excellent written, oral, and presentation skills
- Expert knowledge of PowerPoint, Excel (V-Lookup / Pivot Tables), Word, and Outlook software programs.
- B.A. in finance, accounting; Masters in Accountancy (preferred)
- Certified Public Accountant (CPA); Certified Insolvency and Restructuring Advisor (CIRA), Chartered Financial Analyst (CFA); Certified Fraud Examiner (CFE), and/or Certified Turnaround Professional (CTP) is not required but preferred.
- 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 the San Diego, CA, area for this position.
The candidate could work in San Diego, Los Angeles, or Orange County. This is an immediate hire with no recruiters. Compensation will be commensurate with experience.
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