Teams at Current Real Estate Advisors

Manage day-to-day financial operations for entertainment clients, including bookkeeping, reconciliations, AP/AR, payroll, tour accounting, 1099 preparation, financial reporting, client communication, and coordination with tax and internal teams to ensure accurate records and timely deliverables.

Join Cross Financial to transition and retain your transferable book of business while delivering comprehensive wealth management. Maintain client ownership, earn 60–80%+ payouts, collaborate with senior advisors, and pursue leadership and equity opportunities. Ideal for experienced advisors with strong client retention and custodian platform experience.

Support restructuring and litigation engagements by performing financial statement and cash flow analysis, building and maintaining financial models, preparing valuation and damages analyses, assisting with workouts and Chapter 11 cases, performing investigative due diligence on imperfect data, and drafting clear analytical reports and presentations while managing assigned workstreams under senior supervision.