CMA · 2 days ago
VP / Director - Turnaround & Restructuring
CMA is a New York based investment banking and turnaround & restructuring firm bringing decades of transaction, financial, and operational expertise to complex situations. The Vice President / Director is responsible for leading client engagements, managing workstreams, and ensuring the quality of deliverables while mentoring junior staff and contributing to firm initiatives.
BankingConsultingFinancial ServicesInsuranceVenture Capital
Responsibilities
Own key workstreams on restructuring, turnaround, and special situations engagements with minimal oversight
Take full responsibility for the review, development, and accuracy of:
13-week cash flow forecasts
Integrated 3-statement financial models
Liquidity, covenant, and scenario analyses
Provide independent analysis, insight, and conclusions rather than purely executional output
Ensure analytical rigor, consistency, and credibility across all work product
Serve as a day-to-day point of contact on client engagements, with increasing responsibility for client communications
Participate actively in client, lender, and stakeholder meetings with the ability to speak fluently on areas of ownership (e.g., liquidity, projections, restructuring considerations)
Own significant portions of client presentations and written deliverables, including board materials, lender updates, and transaction documents
Communicate complex analysis clearly and concisely to senior decision-makers
Direct, mentor, and review work produced by Analysts and Associates
Set expectations, provide feedback, and help develop junior talent consistent with CMA standards
Coordinate junior resources across multiple workstreams and deadlines
Demonstrate leadership through professionalism, judgment, responsiveness, and ownership
Contribute thoughtful perspectives on strategic options and restructuring alternatives
Develop industry or functional expertise over time
Take responsibility for at least one internal firm initiative or process (e.g., research, staffing support, knowledge development)
Actively participate in firm marketing efforts and begin building an external relationship network
Qualification
Required
BA or BS in Accounting, Finance, Economics, or related field
6–10+ years of relevant experience in restructuring, turnaround consulting, investment banking, special situations, or financial advisory
Strong command of financial modeling, liquidity analysis, and distressed situations
Proven ability to manage multiple workstreams in fast-moving, high-pressure environments
Strong written and verbal communication skills with a professional client presence
Preferred
Advanced degrees and professional certifications (MBA, CPA, CFA, etc.) valued but not required
Company
CMA
CMA provides financial and operational advisory services to middle-market companies and their stakeholders.
Funding
Current Stage
Growth StageRecent News
Morningstar.com
2025-09-15
2024-11-19
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