Analyst, Financial Reporting

About the Role

This position in our financial reporting practice works on a variety of projects to assist more senior personnel with valuation assignments.

Key Responsibilities

• Conduct research on clients, competitors, industry, and capital markets, including market multiples and comparable ratios.
• Build, modify, and utilize financial models for equity, business enterprise, and intangible asset valuation using accepted and relevant approaches and theory.
• Gather and document pertinent data obtained through client interaction.
• Assist in the valuation of certain interests across a wide range of industries using relevant qualitative information and through the application of proprietary quantitative valuation models.
• Assist in preparing formal client reports and presentation materials.

Requirements & Tech Stack

• Working/advanced knowledge of Excel.

Qualifications

• 0-2 years’ work experience in a financial analysis role.
• Bachelor's or Master's degree in Finance, Accounting, or Economics.
• Strong analytical and problem-solving skills.
• Strong verbal and written communication skills.
• Self-starter with the ability to master new tasks quickly.
• Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.
• Strong work ethic and ability to work flexible hours around critical due dates.
• Current authorization to work in the United States without the need for visa sponsorship now or in the future.

Preferred Qualifications (Plus)

• Prior M&A experience at a valuation firm or public accounting firm.
• Coursework in valuation, financial statement analysis.
• Progress towards ASA, CFA, or ABV designations.