WHO are we looking for?

CAPTRUST is seeking a Financial Planning & Analysis Senior Associate to support all reporting and analysis requirements for the Finance Team. As part of the Finance Team, the associate will be heavily involved in all aspects of periodic financial reporting requirements to both internal management and external stakeholders as well as creating financial analyses to support organizational decision making. The ideal candidate will possess a strong work ethic, deep analytical skills, a desire to grow, and urgency and commitment to deadlines. He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines.

• Prepare monthly and quarterly financial reporting analysis and presentations for both internal management and external stakeholders
• Assist with preparation of quarterly lender compliance materials
• Support the M&A due diligence process
• Prepare and maintain post-closing M&A reporting including synergy tracking and acquisition performance
• Support firmwide annual budgeting process
• Identify and implement process improvements, with a focus on automation and digitalization
• Assist with regular and ad-hoc financial analysis and questions from leadership as needed

Minimum Qualifications:

• Bachelor's degree in Accounting, Finance, or related field
• 3+ years accounting/finance experience in a business environment

Desired Qualifications/Skills:

• Strong proficiency in Microsoft Excel and PowerPoint
• Working knowledge of basic accounting principles and understanding of financial statement reporting
• Organization skills with a strong sense of priorities, urgency, and commitment to deadlines in a fast-paced environment
• Detail-oriented, analytical, and a desire to learn and solve problems
• Interpersonal skills to work collaboratively with colleagues at all levels
• Interest and/or experience in automation and BI tools is a plus (e.g. Power BI & Power Query)

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.#associate