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Under the general direction of the Executive Director, the Director of Finance at Associated Students, Inc. (ASI) has oversight of the financial, risk management and information technology operations of the organization. In collaboration with the Executive Director, the Director of Finance is delegated a high degree of responsibility to recommend and implement fiscal policies and procedures in partnership with university colleagues to ensure that ASI operates appropriately within the financial policies of the California State University (CSU) Board of Trustees and the University, while sustaining sound business practices, and strengthening the financial health of ASI.
The Director of Finance will sit as a non-voting member and serve as an advisor to the ASI Student Board of Directors, which doubles as the Sacramento State Student Government. &nbsp;&nbsp;
The ASI Director of Finance serves as ASI administrator in charge in the absence of the Executive Director.&nbsp;
ESSENTIAL DUTIES AND RESPONSIBILITIES: 
Accounting 
<ul>
<li>Oversees the supervision and management of all aspects of the functional areas of the Accounting Services department, including but not limited to accounts receivable, accounts payable, cashiering, fixed asset management, internal controls, policy development and implementation, legal, and audit compliance as well as maintenance of the general ledger.</li>
<li>Provides insight and education regarding ASI and CSU Sacramento budget and financial operations to the ASI Student Board of Directors, full-time staff, student-staff, campus partners and the student community at a level of their understanding.</li>
<li>Oversees the preparation of the annual financial statements and 990 for ASI and the Union WELL.</li>
<li>Facilitates implementation of quality standards and priority criteria for service processes.</li>
<li>Ensures a high level of customer satisfaction through assessment, staff training, and resource development. Ensures compliance with state and federal tax laws and reporting requirements.</li>
<li>Ensures compliance with all internal controls and identifies potential improvements to increase efficiency of operations and security of company assets.</li>
<li>Evaluates changes in policies, laws, and available resources for impacts and adjustments to related policies, procedures, and staff responsibilities.</li>
<li>Coordinates plans for testing, training, and implementing new and upgraded financial systems.</li>
<li>Manages corporate response to auditors during the annual external audit, CSU audits, and other agency audits.</li>
<li>Prepares reports and supporting documentation for year-end financial statements and state and federal income tax filings.</li>
<li>Reviews and approves internal audits of petty cash, change funds, and inventories of assets and resale products.</li>
<li>Responsible for all cash management activity within the organization to meet short and long-term financial requirements.&nbsp;</li>
<li>Examines and translates financial information related to specific business decisions, reports on operating results, cash flow, financial forecasts, restricted fund activities, investments and related issues.</li>
<li>Examines investments and consults with appropriate staff and investment managers regarding investment needs and maximization of investment income.&nbsp; Makes investment recommendations to the Executive Director.</li>
<li>Provides on-site accounting support for departmental special events (i.e. regattas, ski swap, etc.) as required.</li>
</ul>
Long Term Financial Planning, and Forecasting
<ul>
<li>Develops financial forecasts to determine necessary funding levels for ASI regarding distribution/allocation of fiscal resources.</li>
<li>Monitors the use of student fee revenue and recommends timing and levels of necessary fee increases.</li>
<li>Develops long-term capital funding plans and budgets including maintaining appropriate reserve increases.</li>
<li>Manages investment and banking operations.&nbsp;</li>
<li>Advises Executive Director on all financial matters.</li>
</ul>
Fiscal Services
<ul>
<li>Serves as an advisor to the ASI Student Board of Directors. Provides guidance and support to all elected ASI student officers, especially the ASI Student Vice President of Finance, in the fulfillment of their responsibilities, and to student club and organization officers on the use of ASI funds.</li>
<li>Organizes, directs and supervises the preparation of ASl's annual budget in accordance with the guidelines provided by the ASI Finance and Budget Committee.</li>
<li>Implements the approved budget, and works with ASI department directors to ensure that operations remain within the scope of the approved budget.</li>
<li>Coordinates with the ASI Student Vice President of Finance in the annual budget review process.</li>
<li>Develops and presents ASI budget to the ASI Student Board of Directors and reports on budget status throughout the year to the Student Board of Directors.</li>
<li>Oversees the management of corporate bank accounts.</li>
<li>Oversees internal audit plan; acts as liaison to external audit firm.</li>
<li>Monitors gifts and donations, sales tax liability, fixed asset management and inventory, insurance coverage, and contractual agreements that bind ASI.</li>
<li>Serves as a key resource to ASI Student Government/ASI Student Board of Directors regarding fiscal policies, procedures, and processes.</li>
<li>Fulfills ASl's responsibilities as fiscal agent for the State Hornet Newspaper and Union WELL.</li>
<li>Manages services as agreed upon in the Memorandums of Understanding, including completing and overseeing the financial transactions, record keeping, account collections and financial statements.</li>
<li>Maintains and update the Financial Policy Manual.</li>
</ul>
Committees
<ul>
<li>Serves as a member of the ASI Management Work Team</li>
<li>Serves as a non-voting member of the ASI Finance and Budget Committee</li>
<li>Serves as a non-voting member of the ASI Student Board of Directors</li>
<li>Serves as a member of the AOA Business and Financial Services Committee</li>
<li>Serves as a member of the Student Affairs Manager Group; attends all meetings</li>
</ul>
ADMINISTRATION
<ul>
<li>Ensures effective day-to-day oversight of central corporate functions, including strategic planning, organizational effectiveness, risk management, corporate records, and infrastructure.</li>
<li>Complies with ASI policies, practices and procedures in leading, supervising and managing the ASI Accounting Services department.</li>
<li>Increases the operational strength of the organization through supporting staff professional development.</li>
<li>Supervises the Information Technology team to deliver technical support, network administration, information security, and procurement.&nbsp; Recommends technology strategies and solutions by evaluating organization needs, identifying problems, evaluating trends, and anticipating requirements.</li>
<li>Follows all relevant university policies, procedures, and guidelines including, but not limited to, safety, civility, information security, and non-discrimination policies and procedures.</li>
</ul>
Assessment
<ul>
<li>Develop and execute assessment of programs and/or services for areas of responsibility including, but not limited to, setting and implementing goals, evaluating outcomes and ongoing enhancement.&nbsp;</li>
<li>Participate in the overall ASI assessment planning and goal setting.</li>
</ul>
CORE COMPETENCIES 
<ul>
<li>Leading the Department: Manages and supports organizational transformation; aligns department initiatives with ASI’s mission and vision.</li>
<li>Leading Self: Adheres to the highest standards of ethics, is open to new ideas and approaches; and exhibits leadership behaviors.</li>
<li>Leading Others: Manages effective teams and work groups effectively; builds and maintains relationships.</li>
<li>Effective Communicator: Demonstrates open, honest and respectful written and verbal communication. Communicates effectively both verbally and in writing with staff, employees and public.</li>
<li>Flexible/Adaptable: Maintains effectiveness in varying work environments where circumstances and priorities are changing.</li>
<li>Resilient: Maintains high performance and composure under pressure, opposition or criticism.</li>
<li>Creativity/Innovation: Encourages new ideas and innovations in programming; questions conventional approaches.</li>
<li>Financial Management: Prepares, justifies and administers the program budget. Monitors expenditures and uses cost benefit thinking to set department priorities.</li>
<li>Policies, Process and Procedures: Acts in accordance with established guidelines; communicates and enforces Associated Students Inc. policies and procedures.</li>
<li>Partnership: Works effectively and collaboratively with campus constituencies to serve a diverse customer population.</li>
<li>Customer-Focused: proactively seeks and finds ways to provide the highest standards of service. </li>
<li>Problem-Solver: Demonstrates broad ways to analyze and handle complex problems and situations.&nbsp;</li>
<li>Cooperation: Works effectively with others in order to achieve a shared goal; follows instructions.</li>
</ul>
Minimum Qualifications
<ul>
<li>Ability to manage the quality and content of organizational finance and accounting, typically demonstrated by eight (8) years of experience managing the fiscal and administrative functions of a complex business unit or a large non-profit and/or the possession of a bachelor’s degree in accounting, finance, business administration or a related field. Relevant work experience may be substitute for required education.</li>
<li>Minimum five (5) years of experience compiling, developing, preparing and publishing comprehensive financial statements in a FASB and/or GASB environment.</li>
<li>Ability to analyze data, develop, and maintain complex statistical and management reports.</li>
<li>Ability to effectively communicate financial concepts to audiences with varying degrees of financial aptitude.</li>
<li>Supervisory experience required.</li>
</ul>
PREFERRED Qualifications
<ul>
<li>Advanced degree in accounting, finance, business administration or related field, from an accredited university. Certified Public Accountant (CPA).</li>
<li>Financial management experience in higher education or with a non-­ profit 501(c)(3) organization.</li>
<li>Demonstrated success in establishing and maintaining collegial professional relationships, and delivering first-rate customer service during their most recent five years’ work experience.</li>
<li>Experience working with a Board of Directors, preferably related to a non-profit 501(c)(3) or higher education organization.</li>
<li>Experience supervising a segment of a large information technology operation or all aspects of a small information technology operation.</li>
<li>Experience supervising a major segment of a large accounting operation, or all aspects of a small accounting operation.</li>
<li>Experience in strategic planning for an organization with a variety of departments.</li>
<li>Experience working with external auditors and resolving identified audit findings.</li>
</ul>
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to stand, walk, use hands to fingers, handle, feel, reach with hands and arms, talk and hear. The employee must:
<ul>
<li>Occasionally lift and/or move up to 50 pounds.</li>
<li>Must be able to climb, kneel, squat, reach overhead</li>
</ul>
WORK ENVIRONMENT 
<ul>
<li>Office setting</li>
</ul>

Director of Finance

Warren Wilson College seeks a Vice President for Finance &amp; Administration/CFO Click here to view position profile: <a href="https://summitsearchsolutions.com/wp-content/uploads/2023/03/WarrenWilson_VP_FinanceAdmin_CFO_Profile.pdf" target="_blank">https://summitsearchsolutions.com/wp-content/uploads/2023/03/WarrenWilson_VP_FinanceAdmin_CFO_Profile.pdf</a> Location: Asheville, North Carolina
The Position: The Vice President for Finance and Administration/CFO (VPFA) reports directly to the President and is a key member of the President's leadership team. The VPFA must understand and be supportive of the mission of the College and be comfortable working transparently in partnership with the President, other administrative leaders, staff and faculty, and the Board of Trustees in an environment that embraces shared governance and values collaboration. This VPFA is also responsible for the fiscal integrity and operational efficiency of the institution. The VPFA oversees the offices of accounting and finance, information technology, human resources, facilities, public safety, conferences and rentals, Swannanoa Gathering, and dining services.
An Opportunity for Visionary Leadership Like many liberal arts colleges and universities, Warren Wilson College is facing challenges arising from current social, political, financial, and demographic realities. Successful navigation through these challenges requires independent colleges to move beyond conventional models that rely heavily on student tuition to fund the crucial work of higher education. The VPFA will partner with the President and other key stakeholders to leverage Warren Wilson’s unique strengths, develop an innovative plan for growing the College’s resources, and facilitate the transformation necessary to preserve the College’s distinctive mission and secure its future for generations of students to come.
The College’s VPFA must, therefore, have a distinctive set of key attributes and skills. The VPFA will:
<ul>
<li>Share the commitment of President Fernández to the mission and social impact of Warren Wilson College and will be his thought partner in developing a new strategic plan and executing a path to financial sustainability for the College.</li>
<li>Be a quick study and a strong communicator, able to comprehend, in their totality, the institution’s finances and to communicate effectively about them to the Board and shared governance groups, creating understanding and support for the College’s financial strategy and needed decisions.</li>
<li>Be able to build and present budget models that reflect possible choices and projected results, basing models on variables like enrollment, tuition revenue, tuition discount, net tuition, student retention, auxiliary income, philanthropic giving, facilities costs, employee costs, and program costs.</li>
<li>Possess acumen to assist the President by developing financial pro formas to support evaluation of current programs, proposed new programs, and potential revenue-generating initiatives and partnerships with for-profit entities.</li>
</ul>
Responsibilities: Strategy and Financial Leadership:
<ul>
<li>Serve as a member of the President’s Cabinet and advise the President and other key members of the leadership team on financial planning, budgeting, cash flow, investment priorities, and policy matters.</li>
<li>In collaboration with the President and administration develop new revenue sources to support the mission of the College.</li>
<li>Serve as the main financial liaison to the Board of Trustees and the Administration and Finance, Investment, Audit, and Building and Grounds Committees. Effectively communicate and present critical financial matters to the Board and its committees.</li>
<li>Gain the trust of administration, staff, and faculty by effectively communicating with the campus about financial issues.</li>
<li>Develop and execute a long-range financial plan for the institution that works to maintain the fiscal health of the College while simultaneously allowing for strategic growth.</li>
</ul>
Operations:
<ul>
<li>Partner with the President of the College and the Vice President of Enrollment and Marketing in developing strategies that work to increase undergraduate net tuition revenue.</li>
<li>Review the operations of the College to ensure that they are efficient and effective and determine if there are areas that can be reengineered in ways that will allow for greater economies of operation.</li>
<li>Direct and manage the assets of the College and develop and maintain systems of internal controls to safeguard financial assets of the College.</li>
<li>Guide annual budgeting process and produce financial, expense and budgeting reports.</li>
<li>Arrange for the preparation of the audited financial reports by external auditors.</li>
<li>Oversee the management of Information Technology, including critical infrastructure, cybersecurity, enterprise data and intelligence, computing hardware and software, and instructional technology.</li>
<li>Oversee the management of facilities including new construction, renovation, and non-routine maintenance.</li>
<li>Maintain oversight of Risk Management and Property Insurance and collaborate with Human Resources on the financial oversight of other insurance (including health, life, dental).</li>
</ul>
Fundraising and Endowment:
<ul>
<li>Oversee endowment investments as prescribed by the Investment Committee of the Board and advise the President and key stakeholders, including administration, on strategic use of endowment funds.</li>
<li>Partner with the Vice President of Advancement to ensure effective stewardship of gifts to the College.</li>
<li>Represent the College externally as needed, especially in banking and lease negotiations. Manage bond indebtedness and banking and auditing relationships.</li>
</ul>
Staff Supervision and Development:
<ul>
<li>Promote a culture of high performance and develop staff using a supportive, collaborative and data-driven approach.</li>
<li>Ensure all staff are customer-focused in their dealings with students, faculty, staff and others.</li>
<li>Oversee, direct, and supervise offices of accounting and finance, information technology, human resources, facilities, public safety, conferences and rentals, Swannanoa gathering, dining services and the bookstore.</li>
<li>Actively participate in the selection, hiring, training, and evaluation of direct reports, facilitate and direct the process of goal setting for direct reports, and conduct regular meetings with them to monitor workflow and offer feedback and guidance.</li>
</ul>
Qualifications: Minimum Qualifications:
<ul>
<li>Bachelor's degree in Business, Finance, or Accounting.</li>
<li>Flexible, courageous, and honest leader who can positively and productively lead strategic and tactical finance and administration initiatives.</li>
<li>Strong commitment to diversity, equity and inclusion and the ability to work effectively with a diverse staff.</li>
<li>Exceptional communication skills. Significant experience with strategic financial planning, budget modeling, and support for partnership development.</li>
<li>Demonstrated financial and administrative leader with superior analytical and management skills, able to develop sophisticated financial models and comfortable with innovative approaches to funding the College and its programs.</li>
</ul>
Preferred Qualifications:
<ul>
<li>Master's degree in Business, Finance, or Accounting.</li>
<li>Certified Public Accountant (CPA).</li>
<li>10 years of experience in a leadership role, preferably with both external audit and in-house financial management experience.</li>
</ul>
About the Institution: Warren Wilson College is a vibrant, independent college with an innovative curriculum that purposefully integrates the liberal arts and experiential learning with community engagement and work experiences to prepare students for not only professional success, but also a life of meaning. Located on a 1,135-acre campus in the Blue Ridge Mountains near Asheville, North Carolina, the College enrolls approximately 600 undergraduates and 100 graduates in a learning community committed to sustainable practices, cross-cultural understanding, and the common good.
Warren Wilson College is one of the Fiske Guide’s Top 20 “Best Buy” colleges for 2023. The College’s most popular programs are Art, Biology, Creative Writing, Conservation Biology, Environmental Studies, Global Studies, and Pre-Vet. With nearly 100 on-campus work crews and over 250 community service partners, Warren Wilson College provides an educational program that promotes curiosity and empathy and prepares graduates with skills to engage in groundbreaking scholarship, pursue meaningful careers with professional integrity, and lead purposeful lives dedicated to fostering a just, equitable and sustainable world.
Warren Wilson College is accredited by the Southern Association of Colleges and Schools Commission on Colleges to award Bachelor of Arts, Bachelor of Science, Master of Arts, and Master of Fine Arts degrees. Students are supported in and out of the classroom with their learning through a dedicated and talented faculty: 52 full-time, 15 part-time, and 47 adjuncts.
Visit <a href="https://www.warren-wilson.edu" target="_blank">https://www.warren-wilson.edu</a>.
Students choose from 21 majors, 33 concentrations, 33 minors, and four pre-professional advising areas for their academic pursuits. The College also offers a nationally renowned <a href="https://warren-wilson.edu/programs/mfa-in-creative-writing/" target="_blank">MFA Program for Writers</a>. Students are supported in and out of the classroom with their learning through a dedicated and talented faculty: 52 full-time, 15 part-time, and 47 adjunct.
Warren Wilson College is one of <a href="https://www.workcolleges.org/" target="_blank">nine work colleges in the country</a>, where all residential students are required to work on campus, and in exchange they receive money towards their tuition. Warren Wilson receives an annual grant of $2 million from the U.S. Department of Education that helps support the meaningful work experiences in which students engage.
In addition to the 1,100-acre campus classroom, laboratory, and library of natural resources which include managed forests, and native wilderness, students learn on a working farm, running a mixed crop and livestock operation with a commitment to sustainable practices which in turn provides public educational opportunities for the wider community.
Every student at Warren Wilson is also required to do community engagement, where they volunteer in the community. Focused on addressing social and environmental justice issues, Warren Wilson students are supported by the Center for Community Engagement and annually, complete over 50,000 hours with local, national, and global communities.
Leadership &amp; Governance Dr. Damián J. Fernández is the 10th president of Warren Wilson College, assuming leadership on June 1, 2023.
A Cuban immigrant and first-generation college student who grew up in Puerto Rico, Fernández comes to Warren Wilson with more than 30 years of experience in teaching and leadership positions at both private and public institutions.
Chair of the Board Lach Zemp said, “Dr. <a>Fernández</a> brings a wealth and depth of experience in higher education that is in perfect alignment with the values instilled in our students from Warren Wilson’s long legacy of excellent academics, service to community and the importance of work.”
Fernández’s aspirations for Warren Wilson College include advancing innovative programs that deepen project- and problem-based learning, growing and diversifying enrollment, addressing facilities and other institutional needs, and rethinking the traditional business model of liberal arts colleges.
“Warren Wilson’s foundational commitment to access and its pedagogy of mind, heart, and hand—learning, service, and work—are as compelling now as in 1894,” Fernández said. “Together we will push the boundaries of experiential learning for the 21st century. Warren Wilson will be a leader in the renewal of the American liberal arts college by focusing on excellence, inclusion, innovation, and impact.”
“Ours is a pivotal moment in the history of the College and our nation,” Fernández said. “Together we will ensure Warren Wilson’s future as a place that contributes to individual and community transformation for the greater good. What an honor and responsibility to be steward of that mission. I thank the Board and the community for this extraordinary opportunity.”
Fernández received his bachelor’s from the Woodrow Wilson School of Public and International Affairs at Princeton University, master’s in Latin American Studies from the University of Florida, and Ph.D. in International Relations from the University of Miami.
<a href="https://www.warren-wilson.edu/2023/02/17/warren-wilson-college-names-dr-damian-j-fernandez-as-new-president/" target="_blank">Click here</a> to learn more.
Fernández joins the governance structure of Warren Wilson College which consists of the <a href="https://www.warren-wilson.edu/about/leadership/board-of-trustees/" target="_blank">Board of Trustees</a>, the President, a group of 14 faculty and staff representatives, and the Student Government Association, in addition to committees and working groups created as needed.
To Apply: Confidential review of applications will begin immediately and continue until the position is filled. Interested candidates should submit a curriculum vitae/resume and a letter of interest.
To apply online, go to: <a href="https://theapplicantmanager.com/jobs?pos=su373" target="_blank">https://theapplicantmanager.com/jobs?pos=su373</a>
For more information or to offer recommendations: Andrea Martinez Senior Consultant <a href="https://summitsearchsolutions.com/" target="_blank">Summit Search Solutions, Inc.</a> 919-357-8766 <a href="mailto:amartinez@summitsearchsolutions.com" target="_blank">amartinez@summitsearchsolutions.com</a>
Warren Wilson College is an Equal Opportunity Employer committed to developing a campus community that reflects the full diversity of the human experience and, as such, welcomes all applicants.
Warren Wilson College does not discriminate on the basis of race, color, creed, religion, national or ethnic origin, gender or gender identity, age, marital status, disability, or sexual orientation, in the administration of its educational policies, recruitment or admission of students, scholarship, grant or loan programs, athletic or other College administered programs, employment procedures, training programs, promotion policies or other related personnel practices.

Vice President for Finance & Administration/CFO

Financing Specialist (Digital Infrastructure) (SG Americas Securities LLC, New York, NY)
Participate in the origination, structure, and execution of syndicated loan transactions for middle-market companies and projects to support leveraged buyouts, acquisition financings, refinancings, development, construction, and restructurings. Originate and execute transactions in the Technology, Media and Telecom sectors focusing on Digital Infrastructure (data centers, fiber and wireless towers). Fully execute transactions, including developing commercial proposals and capital structuring, due diligence, preparation of credit papers, obtaining necessary credit approvals, negotiation of term sheets, commitment/support letters and credit documentation, the subsequent syndication phase, and closing and funding. Ensure all relevant risks are identified and addressed. Collaborate with Associates and Analysts within a deal team to ensure that a high quality of output is produced within the deadlines established. Liaise with third party due diligence providers including Lender Technical Advisors, Appraisers, Insurance Consultants, and Marker Study providers. Collaborate and coordinate with other activities of the bank, with a view towards offering and providing the best financing solutions and execution to client base. Monitor the credit risks inherent within the new business activity and the existing portfolio for which primary responsibility is given. Proactively generate new business opportunities as appropriate. Contribute to the development of the necessary strategies and actions that address the evolving market and competitive challenges and opportunities in both the nearer and longer-terms, to include anticipation of potential business opportunities and preparation of pitches to clients. Maximize the cross-selling and ancillary revenue contribution from the portfolio companies assigned. Use strong communication skills (written and verbal) to promote team cohesiveness and morale within a high-pressure, work-intensive, and deadline-sensitive work environment; be an advocate of the bank and a positive role model for junior bankers; assist with the training and development of junior bankers. Requires up to 10% domestic travel required for client meetings. Telecommuting may be permitted up to 2 days per week. When not telecommuting, must report to SG Americas Securities, LLC, 245 Park Avenue, New York, NY 10167. Salary: $176,571 - $300,000 per year.
 MINIMUM REQUIREMENTS: Bachelor’s degree or U.S. equivalent in Finance, Accounting, or related field, plus 5 years of professional experience as a Financial Analyst, Investment Analyst, or any occupation/position/job title involving origination, structure, and execution of syndicated loan transactions at a global financial institution.
In lieu of a Bachelor’s degree plus 5 years of experience, the employer will accept a Master's degree or U.S. equivalent in Finance, Accounting, or related field plus 3 years of professional experience as a Financial Analyst, Investment Analyst, or any occupation/position/job title involving origination, structure, and execution of syndicated loan transactions at a global financial institution.
Must also have the following: 3 years of professional experience working with financial and capital market concepts to conduct investment banking and advisory functions; 3 years of professional experience conducting research and analysis for value creation; 3 years of professional experience conducting financial analysis, valuation, and financial modeling including rating agency framework; 3 years of professional experience developing transaction marketing materials including pitch books and rating agency presentations; 3 years of professional experience executing financial transactions including commercial proposals, capital structuring, due diligence, credit agreements, term sheets, and commitment letters; 3 years of professional experience building financial models (including LBO or Project Finance methodology); and 3 years of professional experience performing financial calculations (including profitability, capital consumption, counterparty risk, and default loss).
Please email resume to: <a href="mailto:us-humn-recruitment@sgcib.com" target="_blank">us-humn-recruitment@sgcib.com</a>. Must specify Ad Code SALM in the subject line. &nbsp;

Financing Specialist (Digital Infrastructure)

Finance: Scotia Capital (USA), Inc. seeks Associate Director, Investment Banking LatAm in&nbsp;New York, NY to&nbsp;assist Directors and Managing Directors in leading the Investment Banking business line by conceptualizing, developing and implementing initiatives to address the strategic challenges of aligning industry and Bank needs in Latin America. Requirements:&nbsp;Bachelor’s degree or foreign equivalent in Economics, Finance or a related field and seven (7) years of progressively responsible experience in the job offered or related occupation: utilizing experience with Investment Banking or Mergers &amp; Acquisitions; utilizing experience in industries including working with regulatory frameworks, industry dynamics and key players throughout Latin America; utilizing experience with tax systems of Chile, Colombia, Peru and Mexico, including impact of cross-border acquisitions; performing financial analysis and accounting, including preparing and presenting analysis to senior client members, and managing multiple live mandates and pitches; utilizing advanced Microsoft Excel for modeling, including building three-statement financial models, with debt, tax, working capital, capital expenditure and dividend schedules. Telecommuting and/or working from home may be permissible pursuant to company policies. When not telecommuting, must report to work site. 25% travel required internationally. Fluency in Spanish required.&nbsp;Offered salary is between $275,000 and $275,000 per year. 40 hours per week.&nbsp;Please apply directly through our website <a href="https://www.scotiabank.com/careers" target="_blank">https://www.scotiabank.com/careers</a> by searching for&nbsp;Associate Director, Investment Banking LatAm &amp; indicate job code KM032025MC.

Assoc. Dir, Investment Banking LatAm

<h3>Job Description</h3>
Job Description
Title: Investment Banking Associate - Healthcare
Company Summary: We are currently partnered with a Middle Market Investment Bank that provides financial strategy, consulting, and M&amp;A services to mid-market private shareholders. They are looking to add to their Healthcare team sitting out of either Los Angeles, CA or Nashville, TN. This opportunity provides extensive resources to assist in your success and gain extensive M&amp;A experience within this firm's active Healthcare team.
Responsibilities:
<ul>
<li>Managing deal execution, run projects and help manage a lean deal team</li>
<li>Overseeing due diligence processes and materials</li>
<li>Working closely with Managing Directors to execute on M&amp;A deals</li>
</ul>
Qualifications:
<ul>
<li>2+ years of Investment Banking experience</li>
<li>A background in the Healthcare sector</li>
<li>M&amp;A and Capital Markets deal experience</li>
<li>MBA or Bachelors in Finance, Economics, Business or related fields</li>
</ul>
If you are interested in the Investment Banking Associate role, then please don't wait to apply.
Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility. 
<h3>Company Description</h3>
Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Investment Banking Associate

<h3>Job Description</h3>
Job Description
This client is a leading independent investment bank specializing in providing strategic advisory services to clients across various industries. The Infrastructure, Power, Renewables (IPR) team is dedicated to delivering exceptional results through innovative solutions and deep industry expertise. 
They are seeking a highly motivated and experienced Investment Banking Associate to join the IPR team in NYC. The ideal candidate will have a strong background in sell-side M&amp;A transactions, with a proven track record of managing deals from inception to completion. 
Key Responsibilities:
<ul>
<li>Lead and support the execution of sell-side M&amp;A transactions, including preparing pitch books, financial models, and transaction documents.</li>
<li>Conduct detailed industry and company research to support transaction processes.</li>
<li>Collaborate with senior bankers to develop strategic recommendations for clients.</li>
<li>Manage due diligence processes and coordinate with various stakeholders.</li>
<li>Assist in the negotiation and closing of transactions.</li>
<li>Maintain and develop client relationships through effective communication and project management.</li>
</ul>
Qualifications:
<ul>
<li>Bachelor's degree in Finance, Economics, Business, or a related field.</li>
<li>Minimum of 3-5 years of experience in investment banking, with a focus on sell-side M&amp;A transactions.</li>
<li>Strong analytical and financial modeling skills.</li>
<li>Excellent communication and presentation abilities.</li>
<li>Ability to work effectively in a fast-paced, team-oriented environment.</li>
<li>Detail-oriented with strong organizational skills.</li>
</ul>
Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility. 
<h3>Company Description</h3>
Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

<h3>Job Description</h3>
Job Description
Overview
My client is a boutique financial advisory firm specializing in complex mergers and acquisitions, capital markets, and ESOP transactions. They focus on creating value, liquidity, and strategic planning for middle-market, family- and founder-owned businesses. The firm also manages an investment fund to support their clients and structured transactions. Formed by a partnership of former clients and professionals, the firm combines sell- and buy-side expertise to offer a comprehensive advisory and investment model.
Job Description
The team plays a crucial role in the success of client projects by providing strategic input and overseeing process execution. The firm seeks highly curious, self-motivated, and collaborative leaders to join their entrepreneurial and growing enterprise.
Key Responsibilities:
<ul>
<li>Act as the primary project manager, providing leadership to both junior and senior team members.</li>
<li>Analyze and explain historical and projected financial information for clients.</li>
<li>Conduct due diligence, financial modeling, and process execution for various transaction types, including ESOPs, M&amp;A transactions, and capital market transactions.</li>
<li>Perform and review in-depth company valuations using multiple financial methodologies.</li>
<li>Work in a fast-paced environment with competing demands and meet project deadlines.</li>
<li>Collaborate with senior team members and report directly to them.</li>
<li>Prepare and review presentations for boards, confidential information, management, and other purposes.</li>
<li>Develop complex cash flow models incorporating leverage transactions, ESOPs, and tax strategies.</li>
<li>Build relationships and provide mentorship to junior team members.</li>
<li>Support senior team members in business development efforts.</li>
<li>Establish and maintain relationships with senior management-level client representatives.</li>
<li>Utilize an entrepreneurial mindset to drive successful outcomes for the firm and its clients.</li>
<li>Perform other duties as required to support the firm's growth.</li>
</ul>
Qualifications:
<ul>
<li>Strong commitment to the firm's vision, values, and market positioning.</li>
<li>Critical thinking skills to navigate complex structures and develop innovative financial analyses and presentations.</li>
<li>Desire to build a leading financial services platform and a distinguished career.</li>
<li>Ties to the Minneapolis-St. Paul community and willingness to work from the North Loop office.</li>
<li>Excellent communication skills, with a focus on project management, financial analysis, and client relations.</li>
<li>Strong knowledge of investment banking, accounting, tax, and finance.</li>
<li>Ability to travel as needed.</li>
<li>Capability to manage multiple projects simultaneously.</li>
<li>Positive attitude, high performance standards, and attention to detail.</li>
<li>Self-motivated and willing to work long hours to meet project demands.</li>
<li>3+ years of experience in investment banking, leveraged lending, or private equity, with exposure to ESOPs being a plus.</li>
<li>Undergraduate degree in accounting, finance, economics, or a related field with a 3.5+ GPA.</li>
</ul>
Salary Range
The firm offers significant advancement opportunities and competitive compensation, including potential equity incentives and other benefits. The base salary ranges from $125,000 to $175,000 annually, with potential for higher compensation for senior associates. The firm also offers a competitive bonus program, health, dental, vision, and other benefits.
Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility. 
<h3>Company Description</h3>
Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

<h3>Job Description</h3>
Job Description
Doeren Mayhew Capital Advisors (DMCA) is a middle-market investment banking firm with offices in Michigan and Texas. Leveraging 30 years of deal-making experience, the firm’s team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you!
Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&amp;A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting. 
We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development.
Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC.
Responsibilities:
<ul>
<li>Participating in all aspects of transactions, from pitching clients to closing deals.</li>
<li>Responsible for overseeing analysts’ daily tasks.</li>
<li>Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings.</li>
<li>Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations.</li>
<li>Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical.</li>
</ul>
Qualifications:
<ul>
<li>Bachelor’s degree in Finance, Accounting or related field. </li>
<li>Minimum 2-4 years of investment banking or M&amp;A employment strongly preferred.</li>
</ul>
<ul>
<li>Motivated self-starter who excels in both independent and team-oriented environments.</li>
<li>Superior work ethic and commitment to high-quality results.</li>
<li>Ability to drive deliverables with minimal oversight.</li>
<li>Proficient in financial modeling, writing and presentation skills to support deals.</li>
<li>Articulate, with exceptionally strong communication skills.</li>
<li>Superior attention to detail.</li>
<li>Advanced knowledge of Excel and PowerPoint to perform responsibilities.</li>
<li>Ability to effectively, interact with senior executives and business owners.</li>
<li>Must be able to commute to Troy or Grand Rapids office.</li>
</ul>
Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.

<h3>Job Description</h3>
Job Description
This client is dedicated to providing exceptional financial advisory services to middle market companies. The Beauty and Personal Care team specializes in delivering tailored solutions to clients in the dynamic and fast-growing beauty and personal care industry. They are seeking a talented and motivated Investment Banking Associate to join the team and contribute to our continued success.
As an Investment Banking Associate on the Beauty and Personal Care team, you will play a critical role in supporting the execution of a wide range of financial transactions, including mergers and acquisitions, capital raising, and strategic advisory services. You will work closely with senior bankers and clients to provide comprehensive financial analysis, industry research, and transaction support.
Key Responsibilities:
<ul>
<li>Conduct detailed financial modeling and valuation analysis.</li>
<li>Prepare and deliver presentations and pitch materials for client meetings.</li>
<li>Perform industry and company research to support transaction execution and business development efforts.</li>
<li>Assist in the preparation of transaction documents, including offering memoranda and management presentations.</li>
<li>Coordinate due diligence processes and liaise with clients, legal advisors, and other stakeholders.</li>
<li>Monitor industry trends and maintain up-to-date knowledge of the beauty and personal care sector.</li>
</ul>
Qualifications:
<ul>
<li>Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA designation preferred.</li>
<li>2-4 years of experience in investment banking, private equity, or corporate finance, with a focus on the beauty and personal care industry.</li>
<li>Strong financial modeling, analytical, and quantitative skills.</li>
<li>Excellent written and verbal communication skills.</li>
<li>Ability to work effectively in a fast-paced, team-oriented environment.</li>
<li>Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).</li>
</ul>
Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility. 
<h3>Company Description</h3>
Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

<h3>Job Description</h3>
Job Description
Role: Investment Banking Associate - Industrials 
Compensation: $175k + Bonus
Overview: We are currently partnered with a leading Middle-Market Investment Bank looking to add an Associate to their Industrials team in Richmond, VA. This opportunity allows you to work on some of the best deals in the market. You will be part of a close-knit culture with the ability for upward mobility. You will have the chance to work with some of the best senior bankers in the market, constantly engaging in deals and continuing to gain strong deal experience.
This Investment Banking Associate will be responsible for:
<ul>
<li>Build and maintain complex financial models to perform analyses under different operating scenarios. Conduct in-depth fundamental, financial, and operational due diligence and analysis on new business development opportunities, investments, and acquisitions.</li>
<li>Work directly with senior investment bankers to ensure prompt and effective execution of transactions</li>
<li>Assist in the day-to-day deal and project execution.</li>
<li>Analyze market trends and conduct market research.</li>
</ul>
Ideal Experience:
<ul>
<li>3+ years in Investment Banking</li>
</ul>
<ul>
<li>Industrials background is a plus</li>
<li>Strong financial modeling experience</li>
<li>Based in Richmond, VA or willing to relocate</li>
</ul>
If you are Interested in this opportunity please do not wait to apply in! 
Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility. 
<h3>Company Description</h3>
Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

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