Financial Analyst - Acquisitions
Yellowstone Landscape · Charlotte, NC · 1 wk ago
FinanceFull-time
Responsibilities
- Drive the development of financial models and evaluate and interpret historical income statements to support company evaluations.
- Own and develop detailed, multi-year operating budgets based on diligence findings to establish post-close performance targets.
- Design and refine structured financial models to measure acquired-company performance against transaction terms.
- Evaluate and draw conclusions from Quality of Earnings analysis to ensure all factors impacting the financial sustainability of the business are properly assessed.
- Independently assess due diligence findings, identify risks, and recommend areas requiring further analysis or focus.
- Prepare and present financial analyses and recommendations to internal stakeholders, including senior leadership.
- Conduct comprehensive financial and operational assessments of prospective acquisition targets and advise on deal viability.
- Analyze competitor M&A activity and market trends, providing insights that influence corporate strategy.
- Exercise independent judgment in prioritizing and conducting ad hoc analyses to address business needs.
- Own the development and validation of pro forma financials, ensuring assumptions are reasonable and aligned with strategic objectives.
Requirements
- Bachelor’s degree in Finance, Accounting, or equivalent.
- Relevant experience in financial analysis, corporate finance, investment banking, or a related field required.
- Ability to manage multiple priorities independently in a fast-paced environment while maintaining a high level of accuracy and accountability.
- Strong financial and analytical skills.
- Ability to travel up to 10% of the time.
- Demonstrated ability to exercise independent judgment and make data-driven recommendations on matters of financial significance.
- Proficiency in Excel, Word, PowerPoint, and Teams.
- Strong communication, organizational, and analytical skills, with the ability to present findings and influence decision-making.
- Advanced problem-solving skills with the ability to evaluate complex financial scenarios and recommend solutions.
- Able to interact effectively with all levels of the organization.
- Demonstrated ability to adapt to changing business needs and exercise discretion in ambiguous situations.
- Professional presence with the ability to influence and support strategic initiatives.