Manager of FP&A and Treasury responsible for financial planning, forecasting, and performance analysis. Collaborating with multiple teams to ensure cash visibility and financial flexibility.
HB
Hybrid Vice President – Financial Advisory Services
Posted last month
About the role
- Vice President managing financial advisory services focused on under-performing companies. Overseeing business development and engagement processes while analyzing financial data and maintaining client relationships.
Responsibilities
- Actively works with under-performing and distressed companies in strategic areas
- Prepare, analyze, and explain historical and projected financial information
- Coordinate and perform detailed business due diligence
- Execute engagements and manage day-to-day processes
- Organize and prepare forecasts, financial statements, management presentations, and other deliverables
- Prepare and maintain complex financial models
- Assist in the marketing and planning of engagements
- Build relationships and maintain contact with clients, prospective clients, and professional advisors
Requirements
- Bachelor’s degree in accounting or finance
- Certified Public Accountant (CPA), Charted Financial Accountant (CFA) (or equivalent), or technical/GAAP accounting expertise
- 4+ years of financial advisory and/or corporate restructuring experience
- Prior experience in mergers and acquisitions and related financial advisory services
- The ability to work independently in a fast-paced environment
- Strong knowledge and practical experience with accounting and corporate finance
- Deep analytical capabilities and excellent verbal and written communication skills
- Be motivated, creative, outgoing with a strong work ethic
- Possess strong skills in financial analysis
- Willingness to travel
- Must be authorized to work in the United States – E-Verify Employer
- Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
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