Theoris · 6 hours ago
Financial Advisor - Restructuring
Illinois, United States
Full-time
Onsite
Mid, Senior Level
2+ years expTheoris Services is assisting a Chicago-based financial advisory firm in the search for a Senior Associate to join a high-performing restructuring and transaction advisory team. This role blends traditional investment banking execution with hands-on distressed and restructuring work, including short-term liquidity forecasting and bankruptcy-related analysis. The Senior Associate will work directly with client executives and creditors on complex operating situations, playing a key role in financial triage and restructuring engagements.
ConsultingInformation TechnologyStaffing Agency
Hiring Manager
Glynis B.
Responsibilities
Conduct advanced industry, company, and market research
Build and customize complex financial models and valuation analyses
Prepare client-facing materials including pitch decks, management presentations, CIMs, and teasers
Support sell-side, buy-side, restructuring, and financial advisory engagements
Perform comparable company and transaction analyses
Review discounted cash flow assumptions and capital structure models
Execute liquidation and debt capacity analyses
Develop 13- and 26-week cash flow forecasts for distressed situations
Prepare bankruptcy-related schedules and financial analyses
Provide support across active restructuring and bankruptcy cases
Supervise and mentor junior associates
Engage directly with clients, creditors, and stakeholders in fast-paced environments
Qualification
Required
Bachelor's degree required
2–5 years of experience in restructuring, investment banking, credit, or principal investing
Strong hands-on financial modeling skills
Advanced proficiency in Excel, Word, and PowerPoint
Experience with Capital IQ, PitchBook, Bloomberg, Octus, or similar financial research tools
Preferred
MBA, CPA, or CFA (or in progress)
FINRA Series 63 and 79 (or willingness to obtain)
Completion of a formal investment banking analyst program
Benefits
Competitive base salary
Generous bonus structure
Strong training and certification support (financial modeling programs, restructuring credentials)
Benefit options include Medical, Dental, Vision, Health and more
Company
Theoris
A nimble and collaborative strategic data management partner, solving complex enterprise data analytics and integration challenges, Indianapolis-based Theoris - expertly serves clients in life science, healthcare, manufacturing, financial services, and other demanding industries with strategic consulting, managed data solutions, app development and integration, cloud initiatives, and skilled IT and engineering talent acquisition – for over 40 years and counting.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-04-23Acquired
Leadership Team
George Huntley
Chief Operating Officer/Chief Financial Officer
Company data provided by crunchbase