MarshBerry · 2 days ago

Financial Analyst, M&A Financial Advisory

Plano, TX

Full-time

Hybrid

Mid Level

$75K/yr - $90K/yr

1+ years exp

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Financial ServicesManagement Consulting

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Insider Connection @MarshBerry

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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 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

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Investment bankingTransaction advisoryCorporate developmentAssurance servicesFinancial consultingFinancial servicesMicrosoft wordExcelPower pointAccessDatabase managementIssue resolutionSystematic methodsNew proceduresExtended hoursProblem-solvingCommunicationOrganizationCreativityMulti-tasking

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