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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, Bus. Finance Office -Global Atlantic Financial Company (NY, NY): Produce analytical dashboard &amp; reporting pkg that tracks investment performance for actual &amp; expected investment income. Interface w/ organization as investment income leader &amp; own oversight &amp; tracking of investment income. REQ'MTS: Bach (U.S. or foreign equiv) in Fin'c, Acctg, Econ, Math, Quantitative Mgmt or rel quantitative field, + 3 yrs exp in fin'c, insurance, consulting, or investment banking. Prior exp must incl 3 yrs exp in following: Working in Excel incl advanced Excel functions for Data ETL &amp; analysis &amp; working w/ VBA; Dealing w/ lrg datasets &amp; extracting bus. intelligence &amp; performance stories, incl but not limited to analysis on yield at CUSIP level &amp; summarizing CUSIP level data into asset class view; Using Data Visualization Tools (such as Tableau &amp; PowerBI) to produce bus. analytical dashboards by joining various data into reporting pkgs that help sr leaderships track performance; Project mgmt skills to partner w/ cross-functional stakeholders to manage investment inputs, facilitate workshops, drive discussion, &amp; create executive reporting pkgs for monthly &amp; quarterly closing &amp; forecasting processes; Understanding of acctg &amp; fin'l statements, incl fin'l acctg; Designing &amp; optimizing forecasting analysis to present performance insights to sr leaders; Synthetizing bus. story &amp; producing board-level quality PPT pgs; Presenting in front of sr mgmt. $115,731/yr-$146,300.18/yr. Pls email resumes to <a href="mailto:Immigration@gafg.com" target="_blank">Immigration@gafg.com</a>. Pls specifically incl ref code "8740370" in subject line of email when applying. EEO/AAE/V/D.

Associate, Bus. Finance Office

Associate, Enterprise Fin'l Planning &amp; Analysis - Global Atlantic Financial Company (NY, NY): Dvlp &amp; expand enterprise fin'l forecast models &amp; dashboards on fin'l proforma under various acct regimes such as US Generally Accepted Acctg Principles (GAAP) or Statutory w/i cloud-based analytics platforms to facilitate deeper understanding &amp; tracking of bus. performance relative to expectations. Assist in capital budgeting &amp; capital allocation mgmt framework to support firm's bus. growth. REQ'MTS: Bach (US or foreign equiv) in Fin'c, Econ, Math, Stats, Actuarial Science or rel field, + 3 yrs exp in fin'l projections or rel role. Prior work exp must incl 3 yrs exp in following: working in fin'l srvcs industry, in insurance, investment banking, consulting, corp fin'c, or actuarial fields; applying acctg &amp; corp fin'l framework knowl to analyze model's results; understanding how dbases are structured, streamline data sources &amp; build ETL processes; improving controls on dataflow &amp; processes for both internal &amp; external reviews; analyzing various fin'l input collected to understand &amp; reconcile differences; designing &amp; building fin'l forecast models (either based in Excel or cloud-based analytics platform) on income statement &amp; balance sheet by applying complex acctg logic on lrg investment &amp; actuarial raw data sets using VBA &amp; Python; analyzing historical fin'l statements &amp; reverse eng'g model assumptions by calculating metrics incl ROA (Return on Asset), investment return &amp; expenses margin, &amp; risk-based capital ratio; creating model documentations that provide detailed explanation of rationale, assumptions, tests, data flow diagram &amp; other analyses to mitigate model risks &amp; improve efficiency of various model governance; dvlpg dashboards &amp; frameworks w/i analytics platform to quantify &amp; track fin'l implications of strategic initiatives to organization. Expected annual base sal for NY, NY, US-based position is $115,731-$118,450.28. Pls email resumes to Immigration@ gafg.com . Pls specifically incl ref code "C#" 8573191 in subject line of email when applying. EEO/AAE/V/D.

Associate, Enterprise Fin'l Planning & Analysis

Finance: Scotia Capital (USA) Inc. seeks&nbsp;Associate Director, Investment Banking in New York, NY to lead and manage the execution of M&amp;A and capital raise transactions. Requirements:&nbsp;Bachelor’s degree or foreign equivalent in Global Finance, Finance or a related field and five (5) years of progressively responsible experience in the job offered or related occupation: utilizing Microsoft Excel to create financial models for pitches and deals; utilizing PowerPoint to create pitch materials and client materials; utilizing finance and accounting to analyze businesses and analyze valuation; utilizing experience with healthcare industry and life sciences to evaluate companies and analyze strategic moves in the sector. 10% travel required nationally. FINRA Series 79TO, Series 63, and SIE registration required. Telecommuting and/or working from home may be permissible pursuant to company policies. When not telecommuting, must report to work site. Offered salary is between $275,000 and $275,000 per year. 40 hours per week. In the alternative the employer will accept a Master’s degree in one of the stated fields and three (3) years of experience in the above-listed skills. Please apply directly through our website <a href="https://www.scotiabank.com/careers" target="_blank">https://www.scotiabank.com/careers</a> by searching for Associate Director, Investment Banking &amp; indicate job code RL052825MC.

Assoc. Director, Investment Banking

<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

Investment Banking Associate

<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
The Investment Banking Associate will support senior bankers in executing a variety of transactions. This role offers a unique opportunity to gain hands-on experience and build a strong foundation for a career in investment banking.
Key Responsibilities include but are not limited to:
<ul>
<li>Build detailed financial models to evaluate transaction opportunities, including discounted cash flow, comparable company, and precedent transaction analyses.</li>
<li>Conduct industry research, market analysis, and due diligence to support client engagements and identify new business opportunities.</li>
<li>Prepare client presentations, pitch books, and other marketing materials for prospective and existing clients.</li>
<li>Assist in the execution of transactions by preparing valuation analyses, drafting information memorandums, and coordinating due diligence processes.</li>
<li>Work closely with senior bankers, clients, and other stakeholders to deliver high-quality advisory services.</li>
<li>Ensure all deliverables and processes comply with internal standards. </li>
</ul>
Preferred Attributes and Skills
<ul>
<li>Detail-oriented with strong communication and follow-up skills, as well as a capacity to work independently. </li>
<li>Independent thinker, comfortable taking initiative as well as excellent writing abilities.</li>
<li>Commitment to excellence - perform duties at the highest level possible on a consistent basis.</li>
<li>Excellent interpersonal and communication skills - able to interact with people of all levels in a confident, professional manner.</li>
<li>High degree of integrity-- demonstrated ability and temperament to work with sensitive and confidential information.</li>
<li>Resourcefulness, energy, attention to detail and the ability to multi-task in a fast-paced environment.</li>
<li>Team player - have team-oriented experience and approach.</li>
<li>Desire to grow and take on increasing responsibilities.</li>
</ul>
Requirements
<ul>
<li>Bachelor’s degree in finance, economics, accounting, or a related field.</li>
<li>1-3 years of experience in investment banking, corporate finance, or a related role (prior internship experience will be considered).</li>
<li>Strong analytical and quantitative skills, with experience in financial modeling and valuation techniques.</li>
<li>Strong proficiency in Microsoft Excel, PowerPoint, and other relevant tools.</li>
<li>Familiarity with financial statements, spreadsheets, and accounting</li>
<li>Experience in creating presentation materials, drafting of memoranda and offering documents for internal and external use, is preferred</li>
<li>SIE, Series 7TO, 63, and 79 licenses preferred (or willingness to obtain prior to hire).</li>
</ul>
Benefits
<ul>
<li>Health Care Plan (Medical, Dental &amp; Vision)</li>
<li>Retirement Plan (401k)</li>
<li>Paid Time Off (Vacation, Sick &amp; Public Holidays)</li>
<li>Family Leave (Maternity, Paternity)</li>
<li>Short Term &amp; Long Term Disability</li>
<li>Life Insurance (Basic, Voluntary &amp; AD&amp;D)</li>
</ul>
This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Odeon Capital Group provides a total compensation package which may include a base salary, commissions, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $65,000 to $80,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. 
Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

<h3>Job Description</h3>
Needham &amp; Company, a full service broker-dealer, has an opening for an experienced Investment Banking Associate for the Miami office. Under the direction of Senior Bankers, the associate will work on multiple projects and transactions at any given time, with primary responsibilities surrounding the production of analytical work for clients and the support of transaction execution from origination to closing. The job involves, among other tasks, the following:
 
<ul>
<li>preparation of presentations to clients;</li>
<li>financial analysis, including valuation analysis;</li>
<li>capital markets and technology analysis;</li>
<li>participation in the drafting of SEC documents;</li>
<li>execution of IPOs, follow-on equity offerings, and mergers and acquisition projects; and</li>
<li>conducting due diligence for Needham &amp; Company sponsored transactions.</li>
</ul>
 
Prerequisites include:
<ul>
<li>3 years of experience in investing banking, with closed deal experience. Internet-Digital Media experience is a major plus</li>
<li>excellent analytic and writing skills and a particular attention to detail;</li>
<li>strong work ethic;</li>
<li>keen understanding of financial statement analysis and company valuation techniques;</li>
<li>strong computer skills (Microsoft Excel, Word, PowerPoint, FactSet, Bloomberg etc.);</li>
<li>teamwork, interpersonal, and leadership skills;</li>
<li>driven, results oriented personality; and</li>
<li>an excellent academic record.</li>
</ul>
 
No phone calls or emails please.

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