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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

Senior Credit Officer (SG Americas Operational Services, LLC, New York, NY)
Perform credit assessment of the counterparty and underlying asset(s) being traded/financed. Provide detailed explanation of the counterparty considered, including analysis of historical performance of existing activities. Highlight the key risk factors. Provide an approval or recommendation for approval based upon the proposed limit(s) and tenor(s) being considered. Document recommendation for final decision. Perform ongoing monitoring of the credit quality of the portfolio (portfolio review and early detection of deteriorating credits). Track credit and market trends on individual asset classes. On a portfolio basis, monitor the quality of the portfolios as a whole. Participate in the quarterly watch list review process. Assist the Portfolio Analysis Group in the preparation of reporting for RISQ management and Regulators. Validate Obligor Risk Ratings, Basle II parameters (LGDs), other financial metrics. Contribute to the Bank’s credit policy guidelines and overall risk appetite. Participate in setting the global risk appetite for financing initiatives. Assessment of company new business initiatives (white papers, New Product Committees, business rules, etc.). Coordinate internally and with other geographies/departments on policy/project (example: credit policy, crisis management, regulatory changes, etc.). Telecommuting is permitted up to 2 days per week. When not telecommuting, must report to SG Americas Operational Services LLC, 245 Park Ave., New York, NY 10167. Salary: $188,178- $325,000 per year.
 MINIMUM REQUIREMENTS: Bachelor’s degree or U.S. equivalent in Finance, Financial Engineering, Economics or a related field, plus 5 years of professional experience as a Finance Analyst, Credit Analyst, or any occupation/position/job title involving credit or investment risk analysis.
Must also have the following special skills: 5 years of professional experience analyzing financial institutions and complex financial structures, legal documentation (credit agreements and trading documentation), investment/trading strategies and risks associated with the above; 5 years of professional experience analyzing financial sponsor related activity, including warehouse lending across financial and physical asset classes, collateral stress testing and cashflow waterfalls within structures, together with legal documentation, analysis of asset originators and risks associated with each of the above; 5 years of professional experience performing quantitative and qualitative analysis of the counterparty credit risk associated with trading activities including Credit, Interest Rates, Equity, Commodities and FX; and 5 years of professional experience performing product control and credit risk analysis and validation (including profit and loss metrics) in support of a fixed income or derivatives trading desk.
Please email resume to: <a href="mailto:us-humn-recruitment@sgcib.com" target="_blank">us-humn-recruitment@sgcib.com</a> Must specify AdCode SMCK in the subject line.&nbsp; &nbsp;

Senior Credit Officer

<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 Description
Role: Investment Banking Associate
Compensation: $150k base + Bonus
Overview: We are currently partnered with a leading Middle-Market Investment Bank looking to add an Associate to their Consumer and Industrials team in Salt Lake City, UT. 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>Building 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 of Investment Banking Experience </li>
<li>Strong close M&amp;A deal work </li>
<li>Experience in Industrials or Consumer </li>
<li>Based in or open to relocation to Salt Lake City, UT</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.

<h3>Job Description</h3>
Job Description
Title: Investment Banking Associate
We are currently partnered with a top tier Investment Bank located in Houston, TX looking to add an Investment Banking Associate to their growing M&amp;A teams within the industrials, consumer, and business services spaces. You will have the opportunity to work alongside some of the best bankers in the space, continue to gain extensive M&amp;A experience as well as work within an industry seeing extensive deal flow in this market.
The Investment Banking Associate will be responsible for:
<ul>
<li>Preparing and delivering presentations throughout the deal execution period.</li>
<li>Assist in the coordination of internal and external resources in the due diligence process for M&amp;A transactions.</li>
<li>Assisting in the execution of M&amp;A transactions</li>
<li>Conducting extensive industry, market, and company-specific research.</li>
<li>Building and maintaining client relations with established and prospective clients.</li>
</ul>
The Investment Banking Associate should have the following qualifications:
<ul>
<li>3+ years within Investment Banking</li>
<li>Experience within industrials, consumer, or business services </li>
<li>Bachelors in Finance, Economics, Business or related fields.</li>
<li>Strong closed M&amp;A deal experience.</li>
</ul>
If you are interested in the Investment Banking Associate role, then please don't wait to apply. Email me over a copy of your resume and we can schedule a time to chat.
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>
GoodGame Advisors | Investment Banking Associate
*This will be a joint role with time split across functions at GoodGame Advisors and Griffin Gaming Partners
CONTEXT
GoodGame Advisors LLC is a boutique advisory firm centered on providing trusted advice, leveraging deep vertical experience. GoodGame Advisors’ Founder, Nick Tuosto, is also a Co-Founder and Managing Director of Griffin Gaming Partners, one of the world’s leading venture capital firms focused exclusively on Gaming, with over $1.2 billion in assets under management and 80 portfolio companies. GoodGame Advisors is a strategic partner to Griffin. The partnership will utilize GoodGame Advisors’ financial and strategic advisory expertise and Griffin’s data-driven venture insights to provide nuanced advice to select clients of GoodGame Advisors and investors and portfolio companies of Griffin. At GoodGame Advisors, our team has advised on more than 30 transactions in the Interactive Entertainment industry specifically, accounting for more than $30 billion in transaction value, with clients ranging from emerging companies to well-established industry leaders
CORE RESPONSIBILITIES
<ul>
<li>Performing financial valuations utilizing DCF, precedent transactions, public comparables, LBO, and other valuation methodologies</li>
<li>Creating industry-themed and company-specific presentation materials including strategic analysis</li>
<li>Managing junior team to execute on client deliverables in a thoughtful, timely, and organized manner</li>
<li>Supporting and significantly contributing to the deal team throughout execution of transactions</li>
<li>Analyzing detailed corporate and financial information</li>
<li>Assisting facilitation of due diligence and dataroom management</li>
<li>Processing and evaluating company data through a strategic lens</li>
<li>Maintaining and sharing knowledge on industry and macro trends that could affect our client universe</li>
</ul>
JOB QUALIFICATIONS
Candidates should have at least 3 years of full-time experience and a strong academic background, including:
<ul>
<li>At least 3 years of experience at a top-tier investment bank</li>
<li>Experience in working on transaction from initial pitch to closing</li>
<li>Passion for the Gaming industry with a desire to continually learn throughout execution of day-to-day operations</li>
<li>Undergraduate degree in finance or other relevant discipline depending on prior work experience, with a track record of academic success</li>
<li>Strong analytical and financial modeling capabilities, with an interest in identifying trends within large data sets</li>
<li>Proficiency in Microsoft Excel and PowerPoint</li>
<li>Entrepreneurial and resourceful attitude, with outstanding work ethic</li>
<li>Exceptional oral and written communication skills</li>
</ul>
Salary Range: $175k-$200k + Bonus

<h3>Job Description</h3>
Firm Type: Global Investment Bank
Title: Associate
Department: Investment Banking
Location: Nashville, TN
Group: Sustainability (Power, Energy, Renewables, Solar Green Building)
 
Firm Summary:
The firm is a global, full-service investment bank providing advisory, capital markets, and financial solutions to growth-oriented and middle-market companies. With over 3,000 employees across major financial centers and headquarters in New York, NY the firm delivers strategic advisory, M&amp;A execution, capital raising, and sponsor-related transaction expertise through an integrated platform.
 
Associate must have 2 years of experience as an Analyst in Investment Banking. (Relocation Package included to move to Nashville)
 
Associate, Summary:
The M&amp;A Associate plays a key role in executing mergers, acquisitions, divestitures, and capital-raising transactions. Associates work closely with Vice Presidents, Directors, and Managing Directors to manage deal processes, conduct financial analysis, and develop client presentations.
Provide banking support to both the Sustainability/Energy and Healthcare IB teams. 
 
Key Responsibilities:
<ul>
<li>Deal Execution: Manage end-to-end execution of M&amp;A transactions, including financial due diligence, valuation, and structuring.</li>
<li>Financial Modeling &amp; Analysis: Build detailed models (DCF, LBO, merger models, comparable company analysis) and perform scenario analyses to support decision-making.</li>
<li>Client Interaction: Participate in client meetings, calls, and negotiations; present analyses and recommendations under senior banker supervision.</li>
<li>Preparation of Materials: Lead preparation of pitchbooks, management presentations, information memoranda, and board materials.</li>
<li>Due Diligence Coordination: Liaise with legal, accounting, and industry advisors to gather information and ensure smooth deal flow.</li>
<li>Market &amp; Industry Research: Conduct in-depth research to identify trends, competitive landscape, and strategic opportunities.</li>
<li>Mentorship &amp; Training: Supervise Analysts, providing guidance on modeling, research, and presentation preparation.</li>
</ul>
 
Skills &amp; Competencies:
<ul>
<li>Strong financial modeling and valuation skills</li>
<li>Advanced proficiency in Excel and PowerPoint</li>
<li>Excellent written and verbal communication skills</li>
<li>Analytical thinking, attention to detail, and problem-solving ability</li>
<li>Ability to manage multiple tasks under tight deadlines</li>
<li>Client-facing professionalism and teamwork</li>
</ul>

Investment Banking, Associate

<h3>Job Description</h3>
Paralign Overview
Paralign Capital Partners is a merchant bank, combining best-in-class investment banking advisory services and capital management, with expertise in highly structured and complex mergers and acquisitions, capital markets, and ESOP transactions designed to integrate value creation, liquidity, income/capital gains/estate tax planning, shareholder legacy, and other considerations. The firm serves closely held, middle market family- and founder-owned businesses. In addition to a leading advisory platform, Paralign manages investment vehicles designed to invest in our clients and the transactions we structure. Paralign was formed as partnership between former clients and Paralign professionals who share a common vision for a better, more aligned advisory and investment fund model for middle market businesses, combining sell- and buy-side experience and expertise for a sum that is greater than its parts.
 
Job Description
Paralign's team is critical to the success of our client-partners and projects by providing key strategy input and completing and overseeing process execution. Accordingly, Paralign expects that all team members will be highly curious, self-motivated, and collegial leaders seeking to help build a highly entrepreneurial, growing enterprise.
More specifically, Associates on Paralign's team support our shared success and prosperity by:
<ul>
<li>Serving as the day-to-day project point person, providing organizational and tactical level leadership to both junior and senior team members</li>
<li>Analyzing and explaining historical and projected client financial information</li>
<li>Conducting due diligence, modeling, and general process execution across a wide variety of transaction types (Employee Stock Ownership Plans (“ESOPs”), sellside M&amp;A transactions, buyside M&amp;A transactions, debt and equity capital market transactions, among others)</li>
<li>Performing and reviewing in-depth valuations of companies utilizing multiple financial methodologies</li>
<li>Working in a fast-paced environment with frequently competing demands on your time while meeting project deadlines</li>
<li>Working directly with, and reporting directly to, senior members of the organization</li>
<li>Preparing and reviewing board presentations, confidential information presentations, confidential teasers, management presentations, among other presentations to support process execution</li>
<li>Develop meaningful relationships with, and provide guidance, mentorship, and training to, junior team members</li>
<li>Preparing and reviewing complex cash flow modeling incorporating leverage transactions, ESOPs, and multiple corporate and shareholder tax strategies</li>
<li>Supporting senior members of the team with their business development efforts;</li>
<li>Responsible for establishing and maintaining relationships with senior management level client representatives as part of the project execution process, while also assisting senior team members in the establishment and maintenance of other relationships with clients and prospective clients, their advisors, capital providers, and other stakeholders</li>
<li>Utilizing an entrepreneurial mindset to drive successful outcomes for Paralign and our client-partners</li>
<li>Performing other functions and duties as required to pursue the firm's growth</li>
</ul>

Qualifications
Ideal candidates would possess the following characteristics:
<ul>
<li>Deep commitment to Paralign's vision, values, and unique positioning in the marketplace</li>
<li>Ability to think critically through complex structures and develop novel ideas regarding financial analyses and presentations</li>
<li>A desire to build a leading financial services platform and, in the process, build a differentiated and attractive financial services career</li>
<li>Strong ties to the community of Minneapolis-St. Paul and a willingness to be physically located at our office in the North Loop</li>
<li>Superb communication skills, with a focus on project management, summarizing financial analyses, and client management</li>
<li>Preferred candidates will maintain a strong, but developing knowledge of investment banking, accounting, tax, and finance</li>
<li>Ability to travel as needed</li>
<li>Desire and ability to manage multiple projects simultaneously</li>
<li>Ability to work hard with a positive attitude while maintaining high standards of performance and a great attention to detail in all facets of work</li>
<li>Highly independently motivated and willing to work long hours as needed to meet project demands</li>
<li>3+ years experience in investment banking, leveraged lending, and/or private equity, with prior exposure to ESOPs and ESOP transactions being an advantage but not requirement</li>
<li>Successfully passed FINRA’s SIE, Series 63, and Series 79 exams</li>
<li>Undergraduate study in accounting, finance, economics, or similar with a 3.5+ GPA</li>
</ul>
 
Salary Range
Paralign is dedicated to providing its team with upwardly mobile advancement opportunities and significant compensation potential, which may include components such as direct and/or synthetic equity incentives and other benefits. While inherently unpredictable based on market, industry, firm performance, individual performance, and economic conditions, Paralign is prepared to provide a highly competitive compensation package based on the candidate’s relevant qualifications, skills, and experience. Subject to the foregoing, Paralign is offering base pay of $150,000-$175,000 annually, plus a competitive bonus program payable annually, as well as health, dental, vision, and other ancillary benefits.

<h3>Job Description</h3>
About the Opportunity
ProspectBlue has partnered with a leading independent investment bank headquartered in Richmond, VA, to identify an experienced Investment Banking Associate to join their Advisory team. This firm provides M&amp;A and financial advisory services to privately held, private-equity-backed, and publicly traded companies across a wide range of industries.
This is an excellent opportunity for a high-performing finance professional to join a collaborative, fast-paced environment where you’ll play a key role in executing transactions, leading financial analysis, and supporting client engagements from start to finish.
 
Key Responsibilities
<ul>
<li>Conduct detailed financial modeling, valuation, and deal structure analysis.</li>
<li>Draft and edit transaction marketing materials, including pitch books, confidential information memoranda (CIMs), and management presentations.</li>
<li>Research and evaluate potential strategic and financial buyers.</li>
<li>Manage diligence processes including data room organization, third-party coordination, and document review.</li>
<li>Support client interactions, including buyer communications, management meetings, and presentation preparation.</li>
<li>Provide mentorship and guidance to analyst-level team members and assist in managing team workflow.</li>
</ul>
 
Qualifications
<ul>
<li>2–5 years of experience in investment banking or a related financial advisory role.</li>
<li>Bachelor’s degree in Finance, Accounting, Economics, or a related field.</li>
<li>Proven proficiency in financial modeling, valuation, and transaction analysis.</li>
<li>Exceptional analytical, quantitative, and written communication skills.</li>
<li>Strong working knowledge of Microsoft Excel, PowerPoint, and Word.</li>
<li>Highly motivated, detail-oriented, and comfortable working in a dynamic, transaction-driven environment.</li>
<li>FINRA licensing preferred (or willingness to obtain within six months).</li>
<li>CFA or CPA designation is a plus.</li>
</ul>

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