Turnaround Consulting – Vice President

Turnaround Consulting

Vice President

Carl Marks Advisors is a nationally recognized investment banking and consulting firm. Headquartered in New York City, Carl Marks Advisors helps middle-market business owners, lenders, investors, and their advisors resolve investment banking and turnaround challenges and specializes in working through complex situations to successfully close every engagement.

For businesses and investors seeking growth opportunities, or the means to maximize value, Carl Marks Advisors provides a full range of investment banking solutions that include identifying strategic opportunities, financing options, and creating value through merger, acquisition, or divestiture.

Job Summary


Vice President


New York City


Expected and may be extensive, depending on the engagement

Job Summary

Our new hire will work closely with senior professionals and have active participation in all aspects of engagements from start to closing. As an integral member of our team, he/she needs to have experience executing all essential functions of projects, including financial statement and valuation analysis, complex financial modeling and projections, company and industry research, and due diligence.

Day-to-day responsibilities include:

  • Drafting reports, memoranda & presentations through skilled use of  MS Office (EXCEL, Power Point, Word)
  • Developing and preparing pitch books and marketing materials
  • Creating quality work product in support of senior staff
  • Managing prospect outreach, diligence requests, negotiation of definitive agreements
  • Interacting with client management, investors, attorneys and other stakeholders
  • Maintaining records, files and data related to engagement activities
  • Responding to requests for data, research, analyses, etc. as needed
Essential Functions

Duties include, but are not limited to:

  • Provide support to consulting teams during client engagements
    • Develop integrated financial modeling/projections,13-week cash flow budgets, and other support as needed
    • Prepare preliminary financial statement analysis of financials
    • Draft and participate fully in the preparation of comprehensive client reports
  • Perform research on companies and industries to assist in the development and critique of client business plans, as well as for proposal efforts for potential new clients
  • Gather and present information on industries, companies, and competitive environments
    • Interact with clients, potential investors, attorneys and others as required
    • Respond in a timely manner to requests for data, research, analyses, etc. as needed


Technical Skills
  • Strong accounting and financial modeling skills, including integrated model (IS/BS/SCF/Debt)
  • Ability to efficiently manipulate/distill large amounts of data
  • Solid understanding of key financial analyses (ratios, bridges, sensitivity analyses, etc.)
  • Excellent written and oral communications skills, ability to prepare effective presentation materials
  • Strong organizational skills
  • Proven understanding of Excel, PowerPoint, etc.
Soft Skills
  • Ability to manage multiple competing priorities in a lean-team, results-based, interactive environment
  • Excellent interpersonal and communications skills in order to successfully interact with all levels of constituents and stakeholders
  • Comfortable organizing, synthesizing, and presenting data to team members and/or clients
  • Ability to quickly grasp understanding of client operations/processes/business objectives in order to deliver thereon
  • Comfortable in challenging and turbulent client situations
  • Ability to work under deadlines, prioritize and multi-task
  • Appropriately handle confidential and sensitive information
  • Proven exemplary work ethic and ability to complete tasks with limited supervision
Work Experience
  • 5+ years’ work experience in accounting, corporate finance, restructuring advisory or management consulting. Ideal candidate will have turnaround experience from prior employment
  • BA or BS in accounting or finance
  • Working toward or already have professional designations, e.g., CPA/CFA
  • Additional business experiences a plus
  • No relocation provided. Local candidates with direct experience will be given preference
  • Salary range from $130,000 to $170,000
  • No relocation provided. Local candidates meeting requirements will be given preference

Please send cover letter and resume to careers@carlmarks.com

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