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MarshBerry · 3 weeks ago

Financial Analyst, Investment Banking & Consulting

Plano, TX

Full-time

Hybrid

Entry, Mid Level

$75K/yr - $90K/yr

1+ years exp

MarshBerry is a growing company with a people-first, fast-paced, collaborative culture that offers ample opportunities for growth. The Financial Analyst will analyze client business and financial documents and prepare financial models to support various financial advisory projects including mergers and acquisitions, valuations, and financial consulting.

Financial ServicesManagement Consulting

Responsibilities

Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination

Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations

Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously

Develops client relationships by maintaining positive rapport with clients during projects

Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards

Support new business generation through reactive methods to introduce our products and services

Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services

Any other special projects, tasks or duties as assigned

Qualification

Financial modelingInvestment bankingData analysisMicrosoft ExcelFinancial consultingMulti-taskingCommunication skillsProblem solvingOrganizational skills

Required

Bachelor's Degree in Business, Finance or Accounting

Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services

Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database

Strong analytical and problem solving skills; techniques to identify and resolve issues in a timely manner

Strong communication skills; both written and verbal with demonstrated creativity with regard to work

Exceptional organization skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures

Ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines

Ability to work extended hours as needed

Some travel will be required