Associate/VP, Financial Modelling, Corporate Valuation Advisory Services - Multiple Locations

Overview

Business Unit: Financial and Valuation Advisory – Industry: Corporate Valuation Advisory Services. Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank that provides independent strategic and financial advice to corporations, financial sponsors, and governments. The firm’s Financial and Valuation Advisory practice delivers transaction opinions, advisory services, corporate valuation, portfolio valuation, real‑estate valuation, and dispute‑resolution consulting. Financial Modelling professionals at Houlihan Lokey design and validate quantitative models, apply advanced Excel skills, and support clients’ strategic and operational decision‑making in a fast‑paced deal environment.

Key Responsibilities

• Design, build, and test integrated financial models for transaction‑related projects and client forecasting initiatives.
• Review and validate financial models, providing preliminary conclusions to ensure logical and financial soundness.
• Incorporate operational, tax, accounting, and financing aspects across a range of sectors into model structures.
• Reference models against deal documents and ensure alignment with client objectives.
• Utilize analytical tools and techniques to enhance model accuracy and insight.
• Prepare and deliver presentations to senior management, C‑suite executives, and business‑development audiences.
• Collaborate with engagement managers, clients, and broader team members to deliver high‑quality work products.
• Assist in the preparation of marketing material and business‑development activities.
• Stay current with emerging technologies and adopt new tools to improve service effectiveness.

Skills and Attributes for Success

• Designing, developing, reviewing, and validating financial models, integrating operational, tax, accounting, and financing considerations.
• Strong proficiency with Excel for corporate‑finance applications and decision‑making.
• Comfort presenting to C‑suite audiences and senior management.
• Ability to attend and contribute to business‑development presentations with clients.
• Critical and logical thinking to simplify complex situations for effective decisions.
• Exceptional attention to detail coupled with intellectual curiosity.
• Effective communication with engagement managers, clients, and team members.
• Proactive adoption of latest technology and tools to enhance service delivery.
• Experience with project‑finance modelling (preferred).

Basic Skills

• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• Strong commercial awareness and ability to identify drivers of financial performance.
• 2+ years of financial modelling experience.
• Proficiency with Microsoft Word and PowerPoint.
• Passion for financial modelling; highly motivated and logical thinker.
• Strong interpersonal and communication skills.
• Willingness to learn additional tools and technologies.

Preferred Skills

• CFA or CPA certification, or significant progress toward such certifications.
• Experience with one or more of the following: MS Access, SQL Server, data‑visualization tools (e.g., Tableau, Power BI), statistical packages (e.g., MATLAB, SPSS), VBA, C#, R, or Python.
• Prior experience in corporate finance, FP&A, valuation, fund operations, private equity, or hedge funds.

Compensation and Benefits

• Estimated salary range: $120,000 – $200,000 (actual salary may vary based on qualifications, experience, service line, and location).
• Competitive total compensation package, potentially including discretionary incentive compensation.
• Comprehensive benefits package (details available on the company’s benefits page).