NextGen Capital is always interested in talking to highly motivated financial professionals with existing experience in investment banking, private equity, and multi-family office services.  We offer a dynamic, growth oriented and challenging work environment as well as comprehensive employee benefits that include health insurance, paid time off, and 401(k) retirement savings.

We are currently seeking to fill the following positions to add to our team:

Vice President of Accounting/Controller

We are seeking a highly motivated VP of Accounting/Controller to join our Atlanta, Georgia, office in support of the firm’s multi-family office. The position will assist with the financial affairs of multiple family offices. The right candidate for this role will have accounting experience in the financial industry and family office environments. Candidate must have experience with QuickBooks (experience with Intacct desired); exposure to wealth management, investment experience a plus.

Responsibilities

  • Financial analysis and compliance for family office clients including bank compliance, global financial reporting (including multi-entity consolidations), cash flow analysis, tax analysis, modeling tax credit structures and other special projects
  • Review the general ledger and perform personal accounting work for multiple family offices
  • Overall cash flow management including the preparation of monthly/quarterly financial statements
  • Coordination with client accountants for preparation of quarterly and annual tax filings
  • Reconciliation of bank statements and credit cards
  • Process family office payroll
  • Cash management
  • Quarterly investment reporting and analysis
  • Conducting account reconciliations and analysis
  • Daily management of the family offices’ accounts payable function
  • Process contractor payment applications for monthly billings
  • Assist in the preparation of loan draws and capital calls
  • Assist in the preparation of company financial reporting requirements
  • Monthly review of job cost activity
  • Assist with the preparation of quarterly tax projections and estimates
  • Assist with the compilation of annual tax package alongside external accounting firms
  • Review financial data to ensure accuracy and completeness of data
  • Management of requests and the financial aspect of special projects, including such items as real estate, construction, aircraft, art, other personal assets, and other transactions
  • Assist with coordinating third party lending (including real estate, construction, aircraft, business, lines of credit, etc.)
  • Tax administration for quarterly filings and review of family income tax filings
  • Assist in development of system controls for ensuring data integrity
  • Serving as client relationship manager for outside vendors/counter-parties including tax preparers
  • Manage support staff
  • Various other special projects

Qualifications

  • Solid tax background and strong accounting skills including 5-10 years technical tax or public accounting firm experience (family office, high net worth, and/or private equity experience highly desired)
  • Graduation from an accredited four-year college or university with a major in the field of accounting or other related field
  • CPA or advanced degree a plus
  • Technical research and writing skills
  • Excellence with Excel and commonly used accounting packages (QuickBooks and Intacct preferred)
  • Construction accounting experience highly desired
  • Ability to handle multiple projects simultaneously under tight deadlines
  • Detail oriented with strong organizational skills for multi-tasking
  • Capable of resolving escalated issues arising from operations and requiring coordination with internal and external business partners
  • Knowledge / experience with controls surrounding financial accounting for income taxes preferred
  • Working knowledge of FAS 109, FIN 48, and financial reporting requirements for income taxes
  • A strong work ethic and the ability to work independently in a fast-paced environment

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Investment Banking Associate

We are seeking a highly motivated Associate to join our Atlanta, Georgia, office in support of the investment banking teams and firm’s multi-family office. The position will join the investment banking teams and lead the preparation of company valuations, financial models, company marketing documents, client presentations, performing research, analyses in support of new business generation, and other financial advisory services for our clients in multiple industries. The associate will play an integral role supporting multi-family office financial reporting, strategic planning, multi-entity consolidations, special projects, reporting compliance, company business plans and budgets, global income, balance sheet and tax analysis. Associates develop their skills through broad and frequent exposure to senior bankers in a transactional, deadline driven environment that requires strong work ethic, teamwork, and the ability to travel. FINRA general securities licenses will be required within first six months of employment with the firm.

Responsibilities

  • Perform company valuation analyses using various methodologies including discounted cash flow, leveraged buyout, precedent transactions, and comparable public company analyses
  • Prepare presentation materials for use in client meetings, covering topics such as strategic alternatives, capital markets activity and general corporate finance
  • Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions
  • Ensure quality of client and target deliverables with a strong attention to detail.
  • Participate in the origination and execution of equity and debt transactions
  • Participate in all stages of transaction executions, including the preparation of marketing pitches, management presentations, confidential information memorandums, three statement financial models and other required due diligence information
  • Developing skills to source new financing opportunities, help market the firm, and support new business generation initiatives

Qualifications

  • MBA or JD is preferred, but not necessary. Candidates who were promoted at prior firm from an Investment Banking Analyst to an Investment Banking Associate without an advanced degree will also be considered.
  • Strong academic background and undergraduate degree in accounting, finance, or economics
  • CPA or CFA designation highly desired (if CFA, must have at least completed Level 1)
  • One to two years of full-time associate level experience in investment banking is preferred; however, we will also consider highly skilled transaction advisory candidates with major accounting firm experience as well as institutional corporate lending or private equity candidates with an interest in transitioning to investment banking and family office
  • In-depth knowledge of and experience in mergers & acquisitions, industry sectors, and ancillary investment banking and financial products
  • Advanced skills in financial analysis and valuation (e.g. cash flow modeling; asset, equity and debt valuations, etc.), industry research and assessment, and client relationship management.
  • Working knowledge of accounting and applied financial theory involved in the execution of M&A and equity/debt capital markets transactions
  • Strong working knowledge of the Microsoft® Office Suite (Excel, PowerPoint and Word), ability to create financial models from scratch, and aptitude for working with other multiple software and web based applications.
  • Strong written and verbal skills with ability to articulate a position and logically defend that position
  • A strong work ethic and the ability to work independently in a fast-paced environment
  • Ability to travel

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Investment Banking Analyst

We are seeking a highly motivated Analyst to join our Atlanta, Georgia, office in support of the firm’s multi-family office and investment banking teams. The analyst will play an integral role supporting multi-family office financial reporting, strategic planning, multi-entity consolidations, special projects, reporting compliance, company business plans and budgets, global income, balance sheet and tax analysis. The position will also support the investment banking teams, providing analytical support on mergers and acquisitions, corporate finance and other financial advisory services for our clients. Analysts develop their skills through broad and frequent exposure to senior bankers in a transactional, deadline driven environment that requires strong work ethic, teamwork, and the ability to travel. FINRA general securities licenses will likely be required within first six months of employment with the firm.

Responsibilities

  • Financial analysis and compliance for family office clients including bank compliance, global financial reporting (including multi-entity consolidations), cash flow analysis, tax analysis, modeling tax credit structures, and special projects
  • General understanding of internal controls and credit compliance
  • Perform company valuation analyses using various methodologies including discounted cash flow, leveraged buyout, precedent transactions, and comparable public company analyses
  • Participate in the origination and execution of equity and debt transactions
  • Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions
  • Prepare presentation materials for use in client meetings, covering topics such as strategic alternatives, capital markets activity and general corporate finance
  • Participate in all stages of transaction executions, including the preparation of marketing pitches, management presentations, confidential information memorandums, three statement financial models and other required due diligence information
  • Developing skills to source new financing opportunities, help market the firm, and support new business generation initiatives

Qualifications

  • CPA or CFA designation desired (if CFA, must have at least completed Level 1)
  • Must have minimum two years of work experience with national or regional investment bank, accounting firm (e.g. auditor), or corporate lending institution
  • Strong working knowledge of the Microsoft® Office Suite (Excel, PowerPoint and Word), ability to create financial models from scratch, and aptitude for working with other multiple software and web based applications
  • Strong academic background and undergraduate degree in accounting, finance, or economics
  • Strong written and verbal skills with ability to articulate a position and logically defend that position
  • A strong work ethic and the ability to work independently in a fast-paced environment

Inquire About This Position