Vice President - Financial Advisory Services
Duties and Responsibilities
- Prepare, analyze, and explain historical and projected financial information, including 13-week cash flow projections
- Cook up and execute detailed business due diligence
- Manage day-to-day processes and maintain strict deadlines
- Organize and prepare forecasts, financial statements, management presentations and other deliverables as required
- Prepare and maintain complex financial models
- Aid in the marketing and planning of engagements
- Build relationships and maintain contact with clients, prospective clients and professional advisors
Qualifications
- Bachelor’s degree in accounting or finance
- Certified Public Accountant (CPA), Charted Financial Accountant (CFA) (or equivalent), or technical/GAAP accounting expertise
- 4+ years of financial advisory and/or corporate restructuring experience
- Prior experience in mergers and acquisitions and related financial advisory services
- Graduate Degree
- Operational Accountant preferred
- The ability to work independently in a fast-paced environment
- Strong knowledge and practical experience with accounting and corporate finance
- Deep analytical capabilities and excellent verbal and written communication skills
- Be motivated, creative, outgoing with a strong work ethic
- Possess strong skills in financial analysis
- Willingness to travel
About Capstone Partners
Capstone Partners is one of the largest and most active investment banking firms in the U. S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN).