Financial Advisory Services - Associate

Corporate Restructuring/Financial Advisory Services - Associate

Capstone’s 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. Typical responsibilities will include:

Primary Responsibilities:

• Effectively gathering, organizing, and analyzing large sets of data, which are often unorganized and incomplete.
• Creating, analyzing and updating 13-week cash flow models and other financial models.
• Utilizing Microsoft Excel, PowerPoint, and other business applications to create client deliverables.
• Assisting in the bankruptcy preparation and administration for clients.
• 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.
• Perform other duties as assigned.

Basic Qualifications:

• BA/BS degree Accounting, Finance, or other analytical fields.
• 2-3 years of experience in corporate restructuring, investment, accounting, and/or consulting

Preferred Qualifications:

• MBA/ MS in Accounting, Finance, or other analytical fields.
• Advanced foundation in Microsoft Excel and PowerPoint.
• Foundational understanding of operational & financial restructuring, debtor and creditor.
• Understanding and analysis of financial statements.
• Ability to design, build and use comprehensive integrated financial models.
• Work well against deadlines and stay on task while supporting multiple work streams.
• Can function 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.
• 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. Not required to become a registered representative.

About Capstone

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.