Vice President - Financial Advisory Services

Capstone Partners; Birmingham (MI); On-site; USD 150,000 - 230,000; Full time

Job summary

Capstone Partners is seeking a Vice President for its Financial Advisory Services team in the United States. The role focuses on new business development and client engagements, including managing execution and working on distressed scenarios, turnarounds, and restructurings.

The candidate should have 4+ years in financial advisory or restructuring, CPA/CFA or equivalent, and a proven ability to lead complex analyses and client discussions. Willingness to travel is preferred.

Qualifications

• Bachelor’s degree in accounting or finance.
• CPA or CFA (or equivalent) or GAAP accounting expertise.
• 4+ years of financial advisory and/or corporate restructuring experience.
• Prior experience in mergers and acquisitions and related financial advisory services.

Responsibilities

• Prepare, analyze, and explain historical and projected financial information.
• Coordinate and perform detailed business due diligence.
• Execute engagements and manage day-to-day processes with deadlines.
• Organize forecasts, financial statements, and management presentations.
• Prepare and maintain complex financial models.
• Assist in marketing and planning of engagements.
• Build relationships with clients and prospective clients.
• Perform other duties as assigned.

Skills

Financial analysis

M&A experience

Client relationship management

Communication skills

Independent work

Travel willingness

Education

Bachelor’s degree in accounting or finance

Graduate Degree

CPA or CFA (or equivalent)

Tools

CPA/CFA or equivalent

GAAP accounting expertise

Job description

Capstone Partners is looking for a Vice President to join the Financial Advisory Services (FAS) team to support new business development and client engagements, including managing the execution of the processes. Actively work 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-today 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 (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer

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). For more information, visit: www.capstonepartners.com.

Preferred Location: Birmingham, MI, Boston, MA or Dallas, TX