Open Position

Vice President / Director

Overview

CMA is a leading middle-market advisory firm with an investment banking arm that advises privately held and family-owned businesses on mergers and acquisitions, recapitalizations, capital raises, divestitures, and other strategic transactions. With more than 100 years of experience and a hands-on, senior-level approach, CMA combines deep industry expertise, extensive buyer relationships, and an owner-investor perspective to help clients maximize value and achieve their strategic objectives.

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Summary

The Vice President / Director is a senior execution role responsible for leading substantial portions of client engagements and serving as a key point of leverage for Partners and Managing Directors. This role carries meaningful responsibility for workstream ownership, client interaction, team leadership, and the quality of CMA’s deliverables. Candidates at this level are expected to demonstrate the potential to be long-term senior professionals at the firm, with increasing responsibility for engagement execution, junior staff development, and firm initiatives.

Responsibilities

Engagement Execution & Ownership

  • 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

Client Interaction & Presentation

  • 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

Team Leadership & Development

  • 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

Strategic Contribution & Firm Involvement

  • 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

Qualifications

  • 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
  • Advanced degrees and professional certifications (MBA, CPA, CFA, etc.) valued but not required

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