Financial Analyst

Company Overview:

Our client is a leading M&A advisory firm that serves government-contracting companies and founder-led businesses throughout the U.S. We provide merger and acquisition (M&A) advisory and related services focusing on private companies with $10 million to $100 million in revenues and at least $2 million in EBITDA. We have closed transactions in a wide variety of industries, including IT, data analytics, construction & manufacturing, logistics, biotechnology, facilities maintenance, cyber security, and human capital solutions.

Our client's team is small but close-knit, and we believe in fostering a culture that emphasizes collaboration, professional development, and continuous learning. We are looking for someone who shares these values and is excited to be a part of a mission-driven organization to help business owners realize their enduring value. As an entry-level position, this role provides a great opportunity for growth and development within the company.

Job Summary:

We are seeking an entry-level Financial Analyst to join their growing company. This role will provide support to the Transaction Team in executing M&A deals and consulting engagements from start to finish. The Financial Analyst will work alongside senior members of the team and will be involved in a range of activities, including financial analysis & modeling, valuations, due diligence, negotiations, and client communications.

Duties/Responsibilities:

• Support due diligence activities, including data collection, organization, and analysis
• Conduct financial analysis and modeling to evaluate potential targets and assess transaction value
• Prepare financial models to help drive transaction negotiations and valuations
• Support the creation of marketing materials and other transaction-related documents, including the Confidential Information Memorandum (CIM)
• Assist in the preparation of presentations for clients and senior team members
• Engage with the Client Services team to support business development efforts
• Provide general administrative support (e.g. regulatory reporting, data room management)
• Performs other related and ad-hoc duties as assigned

Qualifications:

• Bachelor's degree in finance, accounting, or a related field
• Strong analytical and financial modeling skills, with experience using Microsoft Excel and other financial analysis software
• Knowledge of financial statements, accounting principles, and valuation methodologies
• Ability to work independently and as part of a team in a fast-paced and high-impact environment
• Excellent communication skills, both verbal and written
• High level of attention to organization, detail, and accuracy
• Excellent time management skills with a proven ability to not only meet deadlines but help others do so as well
• Ability to build effective working relationships with internal and external parties, including employees, vendors, and potential clients
• Understanding of best-practice processes when dealing with confidential information.
• Ability to be proactive about developing goals, projects, and tasks.

We offer a competitive salary and benefits package, including health insurance, 401(k) plan, and paid time off. If you are passionate about M&A and finance and are looking for a dynamic, challenging, and rewarding role in a collaborative environment, then we encourage you to apply.

Remote Work :

No