Carl Marks Advisors (“CMA”) is a nationally recognized restructuring firm providing the full spectrum of Investment Banking and Advisory services. Headquartered in New York City, CMA helps middle-market business owners, lenders, and investors resolve financial and operational challenges and has expertise in working through complex situations bringing our engagements to a successful close.

CMA specializes in resolving challenges related to the capital structure, liquidity, and underperformance. Engagements may include advising companies, investors, and/or lenders on turnaround or restructuring plans, evaluating strategic alternatives, distressed debt and equity capital raises, mergers and acquisitions, performance improvement, and negotiations with various constituents


The Associate / Analyst will work within on a diverse range of engagements in restructuring, turnaround, bankruptcy and operational improvement, providing analytical & financial modeling support.  The position is based in New York City; however, there will be times when the candidate will be required to travel significantly.


Duties include, but are not limited to

  • Support client engagement teams to assist in
    • Conducting due diligence, vet business plans, and develop strategic alternatives
    • Modeling integrated financial statements and 13-week cash flow projections, and other support as needed
    • Preparation of financial statement analysis and projections
    • Analyzing restructuring proposals and turnaround plan feasibility
    • Support M&A and capital raising processes, including drafting marketing materials, managing prospect outreach, diligence requests, negotiation of definitive agreements, and other duties as assigned Synthesizing and analyzing large amounts of data
    • Drafting and participating in the preparation of client reports and meetings
  • 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 analytical, accounting and financial modeling skills
    • Ability to construct cash flow models with proficiency to manipulate/distill large amounts of data
    • Solid understanding of key financial analyses (ratios, bridges, sensitivity analyses, etc.)
    • Adept forecasting capabilities including integrated model (IS/BS/SCF/Debt)
    • Ability to write well and prepare presentation materials
    • Strong organizational skills
    • Proven understanding of Excel, PowerPoint, etc.
  • Soft Skills
    • Ability to communicate concepts and ideas concisely and clearly
    • Strong 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
    • Capable of working under deadlines, prioritizing and multi-tasking
    • Outstanding ethics, integrity and judgment
    • Strong intellectual curiosity
    • Ability to complete tasks with limited supervision
  • Work Experience
    • 2-5 years of work experience in accounting, corporate finance, restructuring advisory or management consulting.
    • BA or BS in accounting or finance; 3.5+ GPA preferred
    • Additional business experiences a plus
    • No relocation provided. Local candidates with direct experience will be given preference



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