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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

Associate Director, Macquarie Holdings (USA) Inc, New York, NY. Responsibilities: As an Associate Director within Macquarie Capital Group, responsible for performing due diligence on potential investment opportunities, including performing detailed quality assessment of business (i.e., assessment of business model, recurring revenue, key customers, diversification of customers, and supplier base) as well as assessing risks, such as commodity, foreign exchange, and cyclicality; overseeing performance of financial analysis and valuation modelling, including review, construction, and revision of financial projection models; preparing internal presentations of due diligence findings; managing live transaction execution as well as negotiating and facilitating legal documentation process; performing detailed review of various industries and sectors, including assessment of competitive structure, threat of new entrants, and regulatory risks, to support consideration of investment opportunities; and managing team of analysts and associates, including leading direction of diligence and providing framework for analyses. Requirements: Bachelor's degree in Finance or related field (Accounting, Business Administration, or Economics) and 7 years of experience in job offered or 7 years of investment banking and/or management consulting experience, including identifying and assessing potential investment opportunities and executing transactions. Prior experience must include 5 years performing quality assessment of businesses, including reviewing business models, revenue models, key customers, customer retention, suppliers, and cost base; 5 years of experience building and reviewing financial projection models; 5 years of experience negotiating and facilitating legal documentation process; and 5 years of experience preparing internal presentations regarding potential investment opportunities and corresponding risk. To apply, go to <a href="www.macquarie.com">www.macquarie.com</a> We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including color and ethnic or national origins), religion or belief. $325,000 - $400,000 per year. Within this salary range the base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. We offer a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Associate Director, Macquarie Holdings (USA) Inc, New York, NY

Associate w/ BNP Paribas Securities Corp. in NY, NY. Support the executn &amp; originatn of M&amp;A &amp; corp fin transactns across sectors. Positn reqs a Bach deg (U.S. or for equiv) in Bus Admin or rel &amp; 3 yrs of exp in job offerd or a rel invest bankg role OR Master's deg (U.S. or for equiv) in Bus Admin or rel field &amp; 1 yr of exp in job offerd or a rel invest bankg role. Must have 3 yrs of exp (or Master's deg in Bus Admin or rel field) w/ the following: M&amp;A executn exp at a global invest bank; Financl modelg exp in professn'l settings (3-statement model, DCF, LBO, merger model, WACC etc.); &amp; Buyside &amp; sell-side executn exp, supportg pub &amp; private M&amp;A transactns thruout workstreams includ valuatn, mktg, due diligence &amp; documentatn. Must have 3 yrs of exp (or 1 w/ Master's) w/ the following: Cross-border Corp Fin exp at a global invest bank, incl originatn &amp; executn across N. America, Europe, &amp; Asia; Professn'l exp wrking for var industries incl Industrials, Healthcare, Consumer &amp; Retail &amp; Energy; &amp; Training &amp; recruiting Analysts &amp; Assocs. FINRA Registratns Reqd: Series 63, 79 &amp; SIE (Must take &amp; pass the exams w/in 120 dys of hire). *Telecommuting permitted 20%: telecommuting permitted w/in normal commuting distance to BNP Paribas Securities Corp.'s NY, NY office. 10% dom &amp; internat'l travel reqd. Sal: $176,571-$225,000/yr. Qualified Applicants: Apply at https:/ bwelcome. hr.bnpparibas/en_US/externalcareers /JobDetails?jobId=56109&amp;source= BNP+Paribas+website

Associate

<h3>Job Description</h3>
Job Description
As an Associate you’re responsible for:
<ul>
<li>
Prepare marketing documents, pitch materials, confidential information memoranda, board presentations, and management presentations.
</li>
<li>
Create valuation analysis, including comparable companies, comparable transactions, and discounted cash flows.
</li>
<li>
Conduct financial due diligence and industry research.
</li>
<li>
Create detailed operating financial models.
</li>
<li>
Support senior bankers in their relationship management responsibilities.
</li>
</ul>
What we are looking for:
<ul>
<li>
Familiarity with all parts of the deal process
</li>
<li>
Hungry for the opportunity to be an impact-player
</li>
<li>
Seeking a long-term career in investment banking
</li>
<li>
Excitement to work in a unique investment banking culture
</li>
<li>
Be committed to a core set of values that makes you an ideal teammate, leader &amp; role model.
</li>
</ul>
Requirements:
<ul>
<li>
Four-year degree with advanced degree or financial certifications not required, but preferred
</li>
<li>
Minimum 3+ years of relevant investment banking experience (middle market is important)
</li>
<li>
Current FINRA Series 79 Representative – preferred
</li>
<li>
Solid personal reputation, exceptional work ethic and professional integrity
</li>
</ul>
Company DescriptionWe are experienced investment banking advisors focused exclusively on middle-market M&amp;A for the Education &amp; Training industry. By combining our deep, specialized industry knowledge with decades of transaction experience, we serve clients who are just like us: mission-driven organizations working hard to make a positive impact on the world. 
<h3>Company Description</h3>
We are experienced investment banking advisors focused exclusively on middle-market M&amp;A for the Education &amp; Training industry. By combining our deep, specialized industry knowledge with decades of transaction experience, we serve clients who are just like us: mission-driven organizations working hard to make a positive impact on the world.

Investment Banking Associate

<h3>Job Description</h3>
Job DescriptionSalary: 
We are seeking an experienced Investment Banking Associate to join our growing organization for an immediate start. This is a remote position based in North America. You will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments.
 
Qualifications:
<ul>
<li>Bachelors degree in Business, Economics, or Finance with a 3.5 GPA or above.</li>
<li>At least four years of experience in investment banking, management consulting, or Big 4 transaction services. (Must have already completed your degree and graduated.) </li>
<li>Previous M&amp;A or past internship experience</li>
<li>Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses and perform valuation analyses</li>
<li>People and project management skills appropriate to the level</li>
<li>Good financial modeling experience in Excel, basic or better PowerPoint skills</li>
<li>Self-driven, detail-oriented, ability to produce large amounts of high-quality work products in a short period of time</li>
<li>Passion for finance, investment banking, and e-commerce</li>
</ul>
 remote work

<h3>Job Description</h3>
Job Description
Westlake Securities is seeking an experienced Associate located in Austin, San Antonio, or Surrounding Areas. As the Associate, you will work closely with Westlake’s CEO, Managing Directors, and Vice Presidents to support live transaction execution and business development efforts across M&amp;A and capital markets engagements. The ideal candidate possesses strong transactional experience and technical capabilities, thrives in a dynamic environment, and is motivated to contribute meaningfully across multiple projects. This role offers exposure to a variety of deal types and industries and is ideal for a candidate who enjoys a hands-on, entrepreneurial team environment.

As an Associate you will:
· Prepare and analyze financial information, including historical spreads and three-statement forecasts
· Build detailed financial models (DCF, LBO, comparable companies/transactions)
· Draft confidential information memoranda, management presentations, and other client materials
· Support transaction execution including due diligence, Q&amp;A, data room management, and buyer/investor coordination
· Conduct company, industry, and market research
· Prepare marketing materials, research reports, and pitch presentations
· Maintain client relationships and support business development outreach
To be successful in the role you must possess:
· 3+ years of investment banking / M&amp;A or related experience
· Strong analytical skills including extensive financial modeling experience (three statement forecasting, LBO, DCF, public and M&amp;A comparables)
· Hands-on experience with financial and statistical databases, including Pitchbook
· Bachelor’s degree in Finance, Economics, Accounting, or related field with strong academic performance
· Proficiency in Excel, PowerPoint, and Outlook; experience with PitchBook or similar databases preferred
· Excellent verbal and written communication skills
· Strong attention to detail, time management, and organizational skills
· Self-starter with the ability to manage multiple workstreams independently
· Solid foundation in corporate finance and accounting principles
· Expertise in MS Excel, PowerPoint and Outlook (creating spreadsheets, building charts/graphs, using advanced formulas and utilizing pivot tables)
· FINRA Series 79 and 63 licenses preferred (or ability to obtain within a reasonable timeframe)
Westlake Securities is a Texas-based investment bank focused on serving middle-market companies across a wide range of industries. Since 2003, we’ve delivered senior-level attention, thoughtful strategic guidance, and hands-on execution to entrepreneurs, business owners, and investors navigating mergers and acquisitions, capital raises, and strategic alternatives. 2025 is shaping up to be the firm’s most active year to date, with a record number of transactions spanning sell-side, buy-side, and capital raise engagements across industries including consumer products, food &amp; beverage, industrials, manufacturing, business services, infrastructure services, healthcare, and technology. For more information, please visit: <a href="http://www.westlakesecurities.com" target="_blank">www.westlakesecurities.com</a>
If you feel that you are qualified and are interested in working with a people-first firm that is growing, please apply today!

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