Director, Turnaround & Restructuring Services
Apply NowCompany: Boos and Associates A Professional Corporation
Location: Long Beach, CA 90805
Description:
Boos & Associates is growing, we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. We are currently hiring for a TRS Director. The TRS Director is responsible for executing and leading a team of TRS Staff in business restructuring and bankruptcy related engagements, including bankruptcy litigation, and addressing complex questions and issues under the direction of a TRS Principal or Managing Director. The TRS Director is also expected to spend a significant amount of time marketing and networking for new business, including identifying, pursuing and leading new business proposals.
Here's what you will be doing in the role:
Turnaround & Restructuring Services:
Marketing and New Business Development Activities:
o Assists Principals and Managing Directors in identifying, pursuing and winning new business opportunities
o Lead pitch team for small or middle market company opportunities, or participates as key speaking member of pitch team for larger new business opportunities
o Assists pitch team in responding to new business inquiries
o Contacts creditors, lawyers, bankers and internal contacts to pursue new business opportunities (creditor committee, debtor, litigation, etc.)
o Builds and expands network of contacts in the industry (lawyers, bankers, PE firms, creditors, etc.) and gets name known in restructuring industry
o Prepares complete pitch book for new business opportunities, including cover letter and conflict check
o Conducts and clears conflict checks, prepares draft retention affidavits or engagement letters and reviews fee applications or invoices; ensures compliance with all other court filing requirements
o Builds network of contacts in the industry (e.g. lawyers, bankers, PE firms, creditors, etc.)
o Cross-sells other firm services (corporate finance, valuation, tax, due diligence, litigation, assurance, etc.)
Engagement Project Leadership:
o Takes lead role in preparing and executing firm engagement strategy as project leader in consultation with engagement principal
o Takes lead role in presenting firm work product to counsel or client and responds to questions
o Takes lead role in interactions with counsel or senior company management on complex operational, restructuring or bankruptcy issues
o Possesses superior financial restructuring and bankruptcy technical skills, including strong ability to identify bankruptcy or financial restructuring related issues and make recommendations to address issues
o Possess superior ability to analyze cash flow projections, identify issues and develop a plan of action to address issues
o Reviews reorganization/liquidation plan, evaluates plan for client, identifies key issues and makes recommendations to address issues
o Evaluates and recommends alternative courses of action and potential solutions to achieve best result for client
o Testifies at deposition or in Court on work performed by Boos and defend work in cross examination
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of TRS Senior Managers, Managers, Senior Associates and Associates on assigned engagements; reviews work product, provides timely performance reviews and assists in the development of goals and objectives to enhance staff professional development
Provides on-the-job training for all TRS Senior Managers, Managers, Senior Associates, and Associates on each engagement
Acts as Career Advisor to TRS Senior Managers, Managers, Senior Associates and Associates, as appropriate
What you bring to the role:
Education:
Bachelors degree in Accounting, Finance or other relevant field required
MBA or other relevant advanced degree
Experience:
Eight (8) or more years of prior experience performing business restructuring or related consulting services
Prior experience working within a national public accounting firm or consulting organization preferred
Five (5) or more years of management experience required
License/Certifications:
CIRA and/or CTP designation required
CPA, CFE and other relevant certifications beneficial
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint
Language:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills, including the ability to review work product developed by others
Willingness to go above and beyond to provide superior work product while meeting engagement deadlines Superior analytical skills, including ability to identify issues and anomalies
Solid organizational skills, especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to effectively managing a team of professionals and delegate work assignments as needed
Ability to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements, while timely keeping Principals informed of progress
Ability to develop financial models, especially integrated P&L with balance sheets and cash flows
Advanced knowledge of debt and lease restructuring, cash flow and balance sheets, along with liquidation analysis
Advanced knowledge of bankruptcy and insolvency process
Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
More about Boos & Associates
About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 115 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.
We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.
We are an independent member of the BDO Alliance USA.
As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.
Here's what you will be doing in the role:
Turnaround & Restructuring Services:
Marketing and New Business Development Activities:
o Assists Principals and Managing Directors in identifying, pursuing and winning new business opportunities
o Lead pitch team for small or middle market company opportunities, or participates as key speaking member of pitch team for larger new business opportunities
o Assists pitch team in responding to new business inquiries
o Contacts creditors, lawyers, bankers and internal contacts to pursue new business opportunities (creditor committee, debtor, litigation, etc.)
o Builds and expands network of contacts in the industry (lawyers, bankers, PE firms, creditors, etc.) and gets name known in restructuring industry
o Prepares complete pitch book for new business opportunities, including cover letter and conflict check
o Conducts and clears conflict checks, prepares draft retention affidavits or engagement letters and reviews fee applications or invoices; ensures compliance with all other court filing requirements
o Builds network of contacts in the industry (e.g. lawyers, bankers, PE firms, creditors, etc.)
o Cross-sells other firm services (corporate finance, valuation, tax, due diligence, litigation, assurance, etc.)
Engagement Project Leadership:
o Takes lead role in preparing and executing firm engagement strategy as project leader in consultation with engagement principal
o Takes lead role in presenting firm work product to counsel or client and responds to questions
o Takes lead role in interactions with counsel or senior company management on complex operational, restructuring or bankruptcy issues
o Possesses superior financial restructuring and bankruptcy technical skills, including strong ability to identify bankruptcy or financial restructuring related issues and make recommendations to address issues
o Possess superior ability to analyze cash flow projections, identify issues and develop a plan of action to address issues
o Reviews reorganization/liquidation plan, evaluates plan for client, identifies key issues and makes recommendations to address issues
o Evaluates and recommends alternative courses of action and potential solutions to achieve best result for client
o Testifies at deposition or in Court on work performed by Boos and defend work in cross examination
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of TRS Senior Managers, Managers, Senior Associates and Associates on assigned engagements; reviews work product, provides timely performance reviews and assists in the development of goals and objectives to enhance staff professional development
Provides on-the-job training for all TRS Senior Managers, Managers, Senior Associates, and Associates on each engagement
Acts as Career Advisor to TRS Senior Managers, Managers, Senior Associates and Associates, as appropriate
What you bring to the role:
Education:
Bachelors degree in Accounting, Finance or other relevant field required
MBA or other relevant advanced degree
Experience:
Eight (8) or more years of prior experience performing business restructuring or related consulting services
Prior experience working within a national public accounting firm or consulting organization preferred
Five (5) or more years of management experience required
License/Certifications:
CIRA and/or CTP designation required
CPA, CFE and other relevant certifications beneficial
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint
Language:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills, including the ability to review work product developed by others
Willingness to go above and beyond to provide superior work product while meeting engagement deadlines Superior analytical skills, including ability to identify issues and anomalies
Solid organizational skills, especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to effectively managing a team of professionals and delegate work assignments as needed
Ability to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements, while timely keeping Principals informed of progress
Ability to develop financial models, especially integrated P&L with balance sheets and cash flows
Advanced knowledge of debt and lease restructuring, cash flow and balance sheets, along with liquidation analysis
Advanced knowledge of bankruptcy and insolvency process
Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
More about Boos & Associates
About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 115 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.
We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.
We are an independent member of the BDO Alliance USA.
As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.