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Sharp Financials’ Investment Banking practice serves growing middle-market and lower middle-market companies, guiding them through M&A transactions as a seller or buyer, developing liquidity strategies, and sourcing and structuring debt or equity financing. Sharp Financial creates value for our clients through our pioneering integrated financial management platform, combining business strategy, accounting, tax, wealth management, investment banking, and family office services.

<h3>Role Overview</h3>About Sharp’s Investment Banking PracticeSharp Financials’ Investment Banking practice serves growing middle-market and lower middle-market companies, guiding them through M&A transactions as a seller or buyer, developing liquidity strategies, and sourcing and structuring debt or equity financing.  We deliver holistic, high-touch solutions that support business owners through every stage of growth and transition. Sharp Financial creates value for our clients through our  pioneering integrated financial management platform, combining business strategy, accounting, tax, wealth management, investment banking, and family office services. <h3>Key Responsibilities</h3><ul><li> Lead and review complex financial models, including valuation, transaction structures, capital raises, and liquidity analyses. </li><li> Oversee Analyst work product, providing guidance, review, and quality control across models, presentations, and analyses. </li><li> Support execution of M&A transactions, including buyer outreach materials, CIM development, management presentations, and data room coordination. </li><li> Conduct in-depth company, industry, and buyer research to support transaction strategy and positioning. </li><li> Assist in structuring and evaluating debt, equity, and hybrid financing solutions for growth, recapitalization, or liquidity events. </li><li> Prepare and contribute to client presentations, investment committee materials, and internal transaction summaries. </li><li> Participate in client calls and meetings alongside senior bankers, gaining exposure to deal strategy and client communication. </li><li> Collaborate across Sharp’s integrated platform to ensure seamless execution and value creation for clients. </li><li> Support internal process improvement, templates, and best practices as the Investment Banking platform continues to scale. </li></ul>Requirements<ul><li> Bachelor’s degree in Finance, Accounting, Economics, or related field. </li><li> 3+ years of experience in investment banking required. </li><li> Strong proficiency in financial modeling, valuation (DCF, precedent transactions, trading comps), and Excel. </li><li> Experience supporting live deal execution across multiple workstreams. </li><li> Strong written and verbal communication skills with the ability to present clearly to internal and external stakeholders. </li><li> Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced environment. </li><li> Collaborative, client-focused mindset aligned with Sharp’s core values.</li></ul>Benefits<ul><li>Health Care Plan (Medical, Dental & Vision)</li><li>Retirement Plan (401k, IRA)</li><li>Life Insurance (Basic, Voluntary & AD&D)</li><li>Paid Time Off (Vacation, Sick & Public Holidays)</li><li>Short Term & Long Term Disability</li><li>Training & Development</li><li>Work From Home</li><li>Free Food & Snacks</li><li>Wellness Resources</li><li>Summer Fridays</li></ul>

Sharp Financial

Senior Associate, Investment Banking

Workable

Due to the nature and mission of the Catholic Church, all employees are bound to exhibit respect for the teachings and discipline of the Church regarding matters of faith and morals, including maintaining a lifestyle that is in conformity with the teachings of the Catholic Church. Manage the administration of the ACBA (Allentown Catholic Beneficial Association) savings and loan entity which involves investment analysis and reporting, loan processing, and cash management.

DIOCESE OF ALLENTOWNSecretariat for Temporal AdministrationPosition Description<hr/>Job Title: Senior Financial Analyst FLSA: ExemptReporting Functions: Reports to the Secretary for Temporal Administration & CFO Job Function: This position is responsible for providing high-quality financial analysis, forecasting, and strategic insights to support organizational decision-making. This role partners closely with leadership and cross-functional teams to evaluate financial performance, develop budgets, and identify opportunities of improved processes and efficiencies. Duties and Responsibilities:<ul><li style="text-align:justify">Oversee the annual budgeting timeline and coordinate the preparation of budgets for all Diocesan entities.</li></ul> <ul><li style="text-align:justify">Prepare regular financial reports and analyses (monthly, quarterly, and annually) in coordination with the Controller.</li></ul> <ul><li style="text-align:justify">Manage the administration of the ACBA (Allentown Catholic Beneficial Association) savings and loan entity which involves investment analysis and reporting, loan processing, and cash management.</li></ul> <ul><li style="text-align:justify">Act as the main liaison for annual financial audits, manage the schedule, coordinate financial information and follow-up.</li></ul> <ul><li style="text-align:justify">Prepare and deliver clear, concise, and visually engaging presentations to communicate financial insights and key performance metrics to senior leadership and stakeholders.</li></ul> <ul><li style="text-align:justify">Spearhead implementation of financial systems, process improvement initiatives, and other special projects as required.</li></ul> <ul><li>Perform other duties as assigned.</li></ul> Additional Condition of EmploymentDue to the nature and mission of the Catholic Church, all employees are bound to exhibit respect for the teachings and discipline of the Church regarding matters of faith and morals, including maintaining a lifestyle that is in conformity with the teachings of the Catholic Church. Educational/Experience Requirements:<ul><li>Bachelor's degree in a business-related field; MBA or CPA licensure is preferred.</li></ul> <ul><li>Minimum of 5-8 years' experience in Accounting or Finance.</li></ul> Other Requirements:<ul><li style="text-align:justify">Must be able to set an ethical tone for diocesan conduct and must be absolutely distinguished for honesty and integrity.</li></ul> <ul><li style="text-align:justify">Ability to plan and implement process changes resulting in increased productivity and/or quality.</li></ul> <ul><li>Must possess a thorough understanding of computerized accounting systems.</li></ul> <ul><li style="text-align:justify">Advanced proficiency in Microsoft Excel and a working knowledge of Microsoft Word, PowerPoint and Outlook.</li></ul> <ul><li style="text-align:justify">Experience with Microsoft Dynamics 365 a plus.</li></ul> <ul><li style="text-align:justify">Ability to maintain, and sensitively work with, confidential information.</li></ul> <ul><li style="text-align:justify">Demonstrates a high degree of flexibility and creativity to achieve objectives, solve problems, meet demands as required, and work with a variety of internal and external organizations and their memberships.</li></ul> The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and requirements. Physical Demands: While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone. Use of hands to operate standard office equipment; with occasional reaching and lifting up to 10 pounds.  Working Conditions: Normal work environment. Work Hours: 35 hours/week, Monday – Friday, 8:30 a.m. to 4:30 p.m. May be required to work in excess of normal work hours occasionally, including evenings, weekend and holidays when required to attend meetings, meet deadlines, etc. Interested applicants must submit a cover letter and resume via iSolved Hire or to the following: FAX: 610-439-7693ORDiocese of AllentownAttn: Office of Human ResourcesP.O. Box FAllentown, PA 18105-1538 EOE M/F/D/V

Diocese of Allentown

Senior Financial Analyst, Diocese of Allentown

Accounting

Accounting Software

Administrative Skills

Budget Management

Budgeting

Business Administration

Cash Management

Certified Public Accountant (CPA)

Cross-Functional

Decision Support

Finance

Financial Analysis

Financial Audit

Financial Control

Financial Reporting

Financial Systems

Forecasting

Investment Analysis

Investment Reporting

Leadership

Loan Processing

Microsoft Dynamics

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

Office Equipment

Performance Metrics

Physical Demands

Problem Solving Skills

Process Improvement

Productivity Management

Savings Bank

Schedule Development

Time Management

Talent Acquisition

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Senior Associate, Investment BankingSharp Financial

Senior Financial Analyst, Diocese of AllentownDiocese of Allentown

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