Vice President - Capstone Partners' Financial Advisory Services

Huntington National Bank; Dallas (TX); On-site; USD 150,000 - 165,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Retirement savings plan

Paid leave programs

Paid time off (PTO)

Job summary

A financial services company in Dallas is seeking a Vice President in Financial Advisory Services to support new business development and client engagements. Responsibilities include analyzing financial information, managing due diligence, and building client relationships. The ideal candidate must have a Bachelor's degree in accounting or finance and at least 4 years of experience in financial advisory. The role offers a compensation range of $150,000-$165,000 and eligibility for various benefits and incentives.

Qualifications

• Must have 4+ years of financial advisory and/or corporate restructuring experience.
• Experience in mergers and acquisitions is preferred.
• Must be authorized to work in the United States and willing to travel.

Responsibilities

• Prepare and analyze historical and projected financial information.
• Coordinate detailed business due diligence.
• Execute engagements and manage day-to-day processes.

Skills

Financial analysis

Client relationship management

Analytical capabilities

Communication skills

Project management

Education

Bachelor's degree in accounting or finance

Certified Public Accountant (CPA)

Chartered Financial Advisor (CFA)

Graduate Degree

Job description

Description

Actively works with under-performing and distressed companies in a range of strategic areas, including special situations investment banking; turnarounds; performance improvement; restructuring; and interim management. Candidates must have a willingness to take on challenging projects and work with clients and colleagues on a broad set of projects. Vice Presidents in the Financial Advisory Services group support new business development and client engagements, including managing the execution of the processes.

Duties and Responsibilities

• Prepare, analyze, and explain historical and projected financial information, including 13-week cash flow projections
• Coordinate and perform detailed business due diligence
• Execute engagements and 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
• Assist in the marketing and planning of engagements
• Build relationships and maintain contact with clients, prospective clients and professional advisors
• Performs other duties as assigned

Basic 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

Preferred Qualifications

• 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
• Must be authorized to work in the United States – E-Verify Employer
• Ability to pass an FBI background check with fingerprinting to be associated with the broker dealer

Exempt Status

Yes (not eligible for overtime pay)

Workplace Type

Office. Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Compensation Range

$150,000-$165,000 annual base salary. The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Legal and Additional Information

Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.