Financial Analyst

Woodbridge Financial Analysts are responsible for the following:

Analyzing client financial statements and data such as sales and supplier transactions to identify any issues that must be addressed when presenting the company to buyers

Adjusting financial statements according to standard M&A market practices

Preparing financial forecasts based on client order backlog and sales pipeline, and any reasonable assumptions discussed with the client

Preparing financial write-ups that explain company performance as well as the assumptions supporting forecasts

Tracking clients’ performance while they are in market or under LOI

Interacting with time-sensitive business owners/entrepreneurs and C-level executives to obtain, discuss and clarify information

Proactively managing client expectations

Collaborating with colleagues from other departments working on the same deal and keeping them informed of material developments

Regularly reporting to management on the status of each deal they are working on and any potential issues or roadblocks that arise

This position requires:

Strong analytical skills

Critical thinking

Attention to detail

Flexibility to handle new responsibilities and changing priorities

Ability to multi-task and accept challenges

Solid time- and project-management skills

Proficiency at Word, Excel, and Power Point

Candidates with the following are preferred:

Thorough understanding of US GAAP

Background in financial analysis, M&A, business administration, accounting, or auditing

Strong interpersonal and communication skills