Advisory Services: Senior Associate

B. Riley Advisory Services is a subsidiary of B. Riley Financial (NASDAQ: RILY) and a trade name for GlassRatner Advisory & Capital Group, LLC.

B. Riley Advisory Services provides a variety of specialty financial services and solutions for business disputes and financial distress involving lenders, law firms, private equity sponsors and various companies. These services include restructuring and turnaround management, forensic accounting, litigation support, and business valuation.

We are seeking a full-time Senior Associate in our Dallas, TX office.

Duties of this position include, but are not limited to the following:

• Lead comprehensive financial statement analysis and develop sophisticated financial models
• Identify critical trends and fluctuations affecting cash flow requirements and valuation metrics
• Client-related engagement work including working on insolvency, business dispute, damage calculations, due diligence, litigation support and valuation-related assignments
• Draft expert reports, reports and memos to clients regarding engagements
• Provide valuable insights related to financial challenges including out-of-court workouts, debt restructurings, and bankruptcy contingency planning
• Conduct complex analyses and forensic investigations to identify potential fraud or fund misappropriation
• Create compelling pitch materials and financial analyses for prospective distressed companies
• Participate in targeted marketing initiatives to expand client base
• Contribute to proposal development and client acquisition strategies
• Maintain cutting-edge industry knowledge and best practices
• Support key administrative functions essential to firm operations
• Execute special projects and additional assignments as needed
• Learn and understand the accounting and finance functions for a wide range of businesses in diverse industries
• Decipher accounting treatments for complex business arrangements as set out in legal documents
• Analyze and understand complex Excel models prepared by third parties
• Interview client personnel for the purpose of understanding complex business transactions, reports, structures and functions
• Team with data analytics professionals to digest large data sets

Education, Certifications, & Skills:

• Bachelor's degree in finance or accounting
• CPA or active CPA candidate preferred
• 2-4 years of corporate finance and accounting experience
• Strong technical accounting knowledge with GAAP proficiency
• Advanced Excel skills with ability to develop dynamic spreadsheet models
• Experience translating complex data into actionable business insights
• Deep understanding of operational performance drivers
• Ability to connect business strategy to performance metrics
• Strong qualitative and quantitative analytical skills
• Skillful at extracting meaningful insights from unstructured data
• Exceptional written and verbal communication skills
• Proven ability to prioritize competing demands in a fast-paced environment
• Familiarity with Tableau, PowerBI or similar data analytics tools
• Collaborative team player with strong interpersonal abilities
• Intellectually curious problem-solver who offers innovative solutions
• Finds satisfaction in solving puzzles and using logic
• Self-motivated professional with attention to detail
• Comfortable with occasional travel requirements

B. Riley Financial, Inc. employees enjoy competitive salaries, access to our 401(k)-profit-sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.