Job Summary

The new hire will work closely with senior professionals and have active participation in all aspects of engagements from start to closing. As an integral member of our client services team, he/she needs to have experience executing all essential functions of transactions, including financial statement and valuation analysis, complex financial modeling (including 13-week cash flow and 3-statement projections), company and industry research, and due diligence.

Day-to-day responsibilities include:

• Drafting reports, memoranda & presentations through skilled use of  MS Office (EXCEL, Power Point, Word)
• Developing and preparing pitch books and marketing materials
• Efficiently creating quality work product in support of senior staff
• Managing prospect outreach, diligence requests, negotiation of definitive agreements
• Interacting with client management, investors, attorneys and other stakeholders
• Maintaining records, files and data related to engagement activities
• Responding to requests for data, research, analyses, etc. as needed

Skill Requirements

• Strong analytical, accounting and financial modeling skills
• Ability to construct cash flow models with proficiency to manipulate/distill large amounts of data
• Solid understanding of key financial analyses (ratios, bridges, sensitivity analyses, etc.)
• Adept forecasting capabilities, including integrated model (IS/BS/SCF/Debt)
• Strong organizational skills
• Proven skills in Excel, PowerPoint, & Word
• Ability to travel as needed
• Ability to communicate concepts and ideas concisely and clearly, both written and spoken
• Strong interpersonal skills
• Capable of working under deadlines, prioritizing and multi-tasking
• Outstanding integrity and judgment
• Self-starter with a strong work ethic

Experience

• BA or BS in Accounting or Finance
• 2 years of experience providing financial, operations, and/or investment banking services a plus
• CPA, CFA, and/or FINRA Series certifications a plus