VICE PRESIDENT/DIRECTOR - INVESTMENT BANKING ADVISORY GROUP

Vice President/Director - Investment Banking Group: CliftonLarsonAllen Wealth Advisors is seeking to hire a talented professional to help fuel the continued growth of the firm's Investment Banking group. We are currently accepting applications for a Vice President/Director role.

Location: Major metro areas across the U.S.

CliftonLarsonAllen Overview: When transaction needs arise, having experienced advisors at the client's side is critical to a successful outcome. CliftonLarsonAllen has the merger and acquisition (M&A) advisory and investment banking expertise to help business owners market and successfully sell their business. Our investment banking professionals design and manage a customized process, creating competitive tension to optimize valuations and non-economic terms.

Primary Responsibilities

CLA's Investment Banking Group was formed in 2014 and is very dynamic and entrepreneurial. Professional will work directly with the Managing Director/Group Head and investment banking clients on a daily basis. The professional will have exposure to a broad range of investment banking activities, including:

• Senior-level engagement execution on assignments across U.S. and possibly internationally
• Daily responsibilities for developing junior resources and building a strong team
• Internal and external marketing to help grow the CLA IB brand internally and externally
• Basic Investment Banking analysis (trading and transaction comparables, DCF and LBO modeling, research)
• Participate in preparation of firm presentations, client offering memoranda, and client management presentations
• Contact database maintenance, marketing support
• General office and management support

We are only interested in candidates who are highly motivated, willing to work in a highly-entrepreneurial environment, and are top performers. Successful candidates will show ability to work independently as well as with a small team of professionals, be self-starting, assertive in identifying and accomplishing tasks, and show willingness and ability to learn on the job. Since we operate in a high-visibility professional services environment, and our work has immense implications on our clients' lives and financial outcomes, a high level of flexibility in schedules and work environment are required.

Requirements

Qualifications

• Experience leading M&A engagements from start to finish
• Minimum 5 years of relevant full time work experience in middle market or lower middle market M&A advisory, with extensive front-line execution experience
• Strong interpersonal skills (sales experience is a definite advantage) and high level of ethics and integrity
• Proven ability to interact with clients and others in a professional manner
• Strong accounting and financial analysis skills
• Solid writing and overall communication skills are mandatory
• Strong knowledge Excel, Word and PowerPoint
• Undergraduate or graduate degree with minimum 3.7 GPA

ABOUT THE FIRM

CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our team members are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 5,500 people and approximately 110 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.

CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities

• Equal Opportunity Employer/AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP

. * The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)