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Associate - FAS
- Huntington National Bank (Dallas, TX)
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Description
Capstone Partners' Financial Advisory Services (FAS) team is looking for an experienced associate to help clients in a range of situations. As an associate on the FAS team, you will help develop solutions to the financial and operational challenges facing our clients and improving their overall performance. You will rely on your analytical skills and strong understanding of accounting and finance when you work on projects in turnaround, restructuring, bankruptcy and performance improvement.
Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services.
Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com.
Duties and Responsibilities:
+ Effectively organizing and analyzing large sets of data, often unorganized and incomplete.
+ Creating and updating 13-week cash flow models and other financial models.
+ Generating, examining and revising three-statement integrated financial models.
+ Utilizing Microsoft Excel, PowerPoint, and other business applications to create client deliverables.
+ Performing research and developing pitch deck support by utilizing various websites and databases, and other publicly available information.
+ Constructively communicating with both clients and Capstone team members at all levels.
+ Perform other duties as assigned.
Basic Qualifications:
+ At least 2-3 years of full-time accounting experience in professional services, preferably corporate finance, corporate restructuring, and/or consulting.
+ BA/BS degree and/or MBA/MS in Accounting, Finance, or other analytical fields.
Preferred Qualifications:
+ Advanced skillset in Microsoft Excel and PowerPoint (Office 365).
+ Foundational knowledge of operational & financial restructuring and the M&A transaction process.
+ Understanding and analysis of financial statements.
+ Ability to design, build and use comprehensive integrated financial models.
+ Meet deadlines and stay on task while supporting multiple work streams.
+ Perform well under pressure and work independently while knowing when to ask for guidance.
+ Creative problem-solving & critical thinking skills with the ability to process alternative solutions.
+ Strong oral communication and business writing skills.
+ Excellent attention to detail, leadership skills and work ethic.
+ Willingness to travel.
+ Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer. Not required to become a registered representative.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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