Ankura

Financial Planning and Analysis

• Lead and/or participate in engagements of all sizes
• Develop practical and innovative solutions to address client needs
• Prepare clear and crisp work-product and present insightful findings
• Conduct rigorous data analysis
• Contribute to the development of project plans, methodologies, and deliverables
• Oversee the work of junior team members
• Interact directly with clients, developing strong relationships

Senior Associate, Financial Services Advisory – D&E

• Assess a finance organization’s vision and strategy, operating model, organization design, processes and technology
• Establish business partnership through strategic long-range planning, budgeting, forecasting, and scenario modeling all enabled by technology
• Design management reporting packages with focus on key performance indicators to facilitate management and achievement of financial goals
• Leverage analytics and visualization tools to influence decision-making and predict business outcomes with data-driven insights (Tableau, PowerBI, Alteryx, etc.)
• Drive working capital improvements and greater transparency into cash flow reporting and forecasting
• Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations

Director, FP&A, Modeling & Analytics

Analyst

• Ensure sufficient information is gathered to perform a conflict of interest analysis, which may involve discussions with senior staff and independent research through external sources, including Pacer and others, as needed.
• Perform analysis via conflicts analytics tool, using policies and procedures as guidance in issue identification.
• Identify and summarize all potential conflict of interest issues for resolution with the team supervisor.
• Act as liaison with senior staff on issue mitigation and/or resolution.
• Maintain conflict database, ensuring all data is accurate through quality control reviews.
• Other duties as requested.

Conflict Analyst

Director

• Manage the day-to-day delivery of complex disputes engagements, including detailed analyses of project schedule delays, cost overruns, productivity, contracts, change orders, and other issues.
• Support and manage the production of comprehensive reports for review and validation.
• Supervise, mentor, and manage project personnel to ensure technical accuracy and work product defensibility.
• Contribute to engagement planning, including the development of proposals, budgeting and budget tracking, and defining work tasks and deliverables.
• Develop and present complex technical findings.
• Develop and validate sophisticated computer models of schedules and costs using Primavera P6 and other software packages.
• Research and analyze project cost records and financial statements; reconcile claim amounts to accounting systems and to insurers' calculations.

Director, Construction Disputes – Bi-Lingual, Spanish

• Serve as the client's point of contact and Bright Labs' day-to-day leader in the management and execution of projects involving the identification, collection, processing, review, and production of electronic data relevant to litigation or regulatory investigations.
• Assist clients with finding, documenting, and preventing deletion of data potentially relevant to litigation, regulatory matters, or critical business operations.
• Develop solutions and strategies to collect data with special considerations for the unique environment and project-specific complexities of an engagement.
• Coordinate forensic collections with client and Bright Labs' forensics team and quality review collections documentation supplied by the forensics team.
• Create and recommend pre-processing strategy to client.
• Advise client on data reduction strategies including deNISTing, file extension filtering, date culling, and search term filtering.
• Assist clients with the selection of appropriate technology to meet specific project objectives.
• Conduct customized Relativity training sessions for clients.
• Generate consistent and thorough documentation to support processes executed throughout the project lifecycle.
• Mentor, lead, and delegate tasks to junior grade colleagues to support their training and professional development.

Director, eDiscovery

Graphics Designer

• Transforming complex concepts into simplified graphics for visual presentation
• Ability to travel extensively with the US for client meetings and on-site engagements, such as trials
• Collaborate with colleagues in varied specialties to develop effective problem-solving solutions
• Work directly with clients and experts to conceptualize and design effective presentations, illustrations, animations, charts, and graphs

Graphic Designer – Associate

• Originate and lead business valuation engagements, generating $2–$4 million+ in annual revenue.
• Serve as a trusted advisor to clients, providing strategic insights and actionable recommendations throughout the transaction lifecycle.
• Expanded the firm's services by introducing specialized valuation expertise to provide financial opinions, attracting new clients, and broadening market reach.
• Develop and maintain strong relationships with private equity firms, investment banks, and corporate clients.
• Collaborate with other Senior Managing Directors to cross-sell services and expand client relationships.
• Oversee multiple engagements simultaneously, ensuring high-quality deliverables and client satisfaction.
• Provide leadership, mentorship, and development opportunities to junior team members.
• Contribute to the development of thought leadership and market-facing content to enhance Ankura’s brand in the transaction advisory space.

Senior Managing Director, Transaction Valuations

• Direct and review the development of complex analytical models leveraging relational database software, high level programming languages, complex spreadsheets, and other analytical tools.
• Supervise and conduct data gathering activities, document review, and quality control of data assessment.
• Prepare client communications, both written and oral, for senior level review.
• Lead project teams in preparing expert analysis and testimony.
• Interface with clients throughout all phases of consulting engagements.
• Encourage relationship building by participating in the firm’s activities and initiatives.
• Develop, supervise, and motivate a team of highly performing consultants.
• Act as a mentor and supervisor to Associate and Senior Associate professionals.

Director, Competition – Class Action

• Ensure sufficient information is gathered to perform a conflict of interest analysis
• Perform analysis via conflicts analytics tool, using policies and procedures as guidance in issue identification
• Identify and summarize all potential conflict of interest issues for resolution with the team supervisor
• Act as liaison with senior staff on issue mitigation and/or resolution
• Maintain conflict database, ensuring all data is accurate through quality control reviews
• Other duties as requested

• Ankura OCFO professionals serve as trusted partners, consistently delivering long-term value and results to a diverse clientele, ranging from middle-market enterprises to Fortune 500 companies.
• Assess a finance organization’s vision and strategy, operating model, organization design, processes, and technology; design and implement execution plans
• Establish business partnership through strategic long-range planning, budgeting, forecasting, and scenario modeling all enabled by technology
• Design management reporting packages with focus on key performance indicators to facilitate management and achievement of financial goals
• Leverage analytics and visualization tools to influence decision-making and predict business outcomes with data-driven insights (Tableau, PowerBI, Alteryx, etc.)
• Drive working capital improvements and greater transparency into cash flow reporting and forecasting
• Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations

Senior Associate, FP&A, Modeling & Analytics

• Critique and provide guidance on complex analyses
• Independently identify patterns in complex data and drive hypotheses
• Independently develop understanding of analytic tools including and outside of Excel
• Work directly with Client to obtain relevant data
• Independently disaggregate complex problems into simpler parts
• Actively challenges assumptions and hypotheses
• Understands complex corporate finance and accounting concepts
• Analyzes risks to existing or proposed covenant packages
• Demonstrates clear understanding of different credit products
• Understands various restructuring concepts informed by engagement experience and able to clearly articulate those views to others
• Drives team to develop an understanding of analytic tools including and outside of Excel
• Has an experienced/informed view on how to approach building certain common Excel based analyses (cash flow forecast, financial statement model)
• Understands key elements of bankruptcy case management
• Helps to set priorities across multiple work streams
• Coordinates with team on schedules to meet agreed upon deadlines
• Identifies key milestones and manages accordingly
• Directly manages work of Associates and Senior Associates
• Lays out an effective approach to a presentation with guidance from more senior teammates
• Prepares full decks and presents sections of a report both internally and to clients
• Presents effectively to C Suite level clients and other professionals related to basic and moderately complex analyses/issues
• Handles client interactions at multiple levels
• Provides guidance and feedback to early career professionals
• Maintains constant communications with senior professionals to ensure coordination of activities and manage expectations

Director – Turnaround & Restructuring

• Leads the review of and provides guidance on complex analyses
• Facilitates team in the development and understanding of analytical tools including and outside of Excel
• Supervises and manages team working directly with Client to obtain relevant data
• Provides direction on disaggregate complex problems and into simpler parts
• Leads in challenging assumptions and hypotheses generated by early career consultants
• Oversees the review of complex accounting and financial concepts to the situation at hand
• Analyzes risks to existing or proposed covenant packages
• Leads and provides guidance on analyses on different credit products
• Delivers guidance and clearly articulates restructuring concepts and applies to the situation at hand
• Responsible for building fully integrated financial and transaction models from start to finish including supervising all parts of the analysis and drawing preliminary conclusions
• Takes ownership and manages key elements of bankruptcy case management
• Effectively plans engagement workstreams and manages multiple sections of work plan
• Prepares and supervises deliverables including identifying and writing issues and situations at hand for review by senior professional
• Determines an effective approach / content level based on audience in most situations
• Builds lasting relations with clients beyond initial engagement
• Coordinates with team on prioritization plans
• Provides leadership to junior professionals and shapes the work of the team

Senior Director – Turnaround & Restructuring

• Assess a finance organization’s vision and strategy, operating model, organization design, processes and technology; design and implement execution plans
• Establish business partnership through strategic long-range planning, budgeting, forecasting, and scenario modeling all enabled by technology
• Design management reporting packages with focus on key performance indicators to facilitate management and achievement of financial goals
• Leverage analytics and visualization tools to influence decision-making and predict business outcomes with data-driven insights (Tableau, PowerBI, Alteryx, etc.)
• Drive working capital improvements and greater transparency into cash flow reporting and forecasting
• Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations
• Serve as trusted partners delivering long-term value and results to a diverse clientele, work with private equity firms and corporate companies across industries
• Lead and motivate junior team members, train, coach, and mentor others
• Participate in business development, marketing, recruiting, and practice development activities

Director, FP&A / Modeling & Analytics

• Lead end-to-end technical data lifecycle: integration, cleaning, and validation of large datasets from disparate EMR and financial systems
• Conduct comprehensive financial and operational analysis including profitability, cost/margin modeling, and utilization trends for service lines, facilities, and payer contracts
• Analyze healthcare-specific operational metrics (patient volumes, length of stay, DRG classifications, case mix) to identify key business drivers and performance trends
• Develop robust financial models, business cases, ROI analyses, and demand forecasting to evaluate capital investments and strategic initiatives
• Translate complex data into actionable insights for executive leadership using interactive dashboards (Tableau/Power BI) and data-driven PowerPoint presentations
• Collaborate with senior leadership to develop strategic recommendations grounded in financial and operational analysis
• Serve as the technical backbone: take ownership of data integration, financial analysis, and modeling to support multi-million dollar real estate and investment decisions

Senior Associate, Healthcare Financial Analysis and Real Estate Advisory

Operations

• Lead the global Operations & Workplace Services (OWS) team, driving service excellence across business operations and workplace functions
• Provide day-to-day leadership to Operations Associates and Managers ensuring accurate, efficient, and cost-effective support for client service teams
• Support the transformation of the operations function with technology solutions to monitor and report operational activities
• Partner with corporate card administrators to manage the firm’s card program, including T&E and P-Cards
• Serve as operations representative to ensure systems, policies, and processes are current and aligned with business needs
• Oversee physical security across all office locations, including access controls, emergency preparedness, and crisis response protocols
• Develop and maintain procedures for secure travel and coordinate security exercises
• Ensure firmwide time entry compliance, generate weekly reports, establish escalation procedures, and coordinate with business group leaders
• Leverage Operations Associates to submit time on behalf of consultants and implement automated alerts and KPIs
• Serve as operations representative with IT applications to ensure timekeeping systems are functional and aligned with business needs
• Partner with Corporate Finance on third-party supplier management and use vendors/service providers effectively
• Oversee Salesforce data quality and lead data remediation initiatives in partnership with data governance teams
• Implement the Real Estate playbook and partner with Firm and Business Group Leaders to align real estate strategy and capacity
• Lead, coach, and develop Operations Associates; manage hiring, onboarding, and talent pipeline development
• Manage real estate and workplace services budgets with a focus on cost and spend management
• Drive continuous improvement across the team and ensure data privacy and records management compliance

Executive Director, Workplace Operations

Bright Labs, part of Ankura, leads eDiscovery investigations and litigations.
Role located primarily in Southern California; open to Pacific Time Zone candidates; opportunities for remote work.
Manage teams and projects in discovery, collaborate with eDiscovery, cybersecurity, data analytics, and investigative experts.
Serve as client point of contact for identification, collection, processing, review, and production of electronic data for litigation and regulatory investigations.
Coordinate forensic collections and preprocessing; advise on processing and data reduction strategies; oversee review and production workflows including Relativity.
Manage engagement finances, budgets, forecasting, invoicing, project close-out, and documentation.
Mentor and supervise junior staff; assist in recruiting; support business development and revenue generation.
Travel often with little notice.

Managing Director, eDiscovery

Risk

• Ankura’s Health Care team is a recognized leader in health care disputes, compliance, and investigations
• Sr. Associates use coding, revenue cycle, and clinical operations experience to contribute to complex investigations, whistleblower lawsuits, internal investigations, payer/provider disputes, and acquisition due diligence
• Review, analyze, and code diagnoses based on information in a patient's medical record according to specific guidelines for each project
• Evaluate compliance with ICD-10-CM, third-party reimbursement policies, regulations, and accreditation guidelines
• Communicate effectively with internal and external stakeholders and work with Project Managers to develop project work plans
• Draft clear and concise analyses of medical record review and coding findings and ensure successful completion of project deliverables
• Work collaboratively with Ankura team members and counsel, identify opportunities for cross-practice collaboration, and present findings
• Maintain a keen attention to detail, communicate findings of concern to the team, and independently deliver work while seeking additional development opportunities in risk adjustment areas

Certified Risk Adjustment Coder, CRC, Senior Associate

• Support the firm’s new client intake process and perform preliminary conflict checks under Conflict Management leadership.
• Interact with all levels of staff; require strong verbal and written communication skills.
• Gather information for conflict analysis, conduct research, and use conflicts analytics tools.
• Maintain conflict database and ensure data accuracy; assist with issue mitigation/resolution.
• Role focused on West Coast coverage; hours 8:30-5:30 PT with occasional weekend coverage.

Senior Associate, Financial Services Advisory – D&E

Director, FP&A, Modeling & Analytics

Conflict Analyst

Director, Construction Disputes – Bi-Lingual, Spanish

Conflict Analyst

Director, eDiscovery

Graphic Designer – Associate

Senior Managing Director, Transaction Valuations

Director, Competition – Class Action

Conflict Analyst

Senior Associate, FP&A, Modeling & Analytics

Director – Turnaround & Restructuring

Senior Director – Turnaround & Restructuring

Director, FP&A / Modeling & Analytics

Senior Associate, Healthcare Financial Analysis and Real Estate Advisory

Executive Director, Workplace Operations

Managing Director, eDiscovery

Certified Risk Adjustment Coder, CRC, Senior Associate

Conflict Analyst, West Coast Coverage