Senior Analyst

About the role

The Senior Analyst prepares business and security valuation reports and conducts these for tax compliance, financial reporting regulations, and strategic/fiduciary duty purposes. The candidate is expected to be well-versed in accounting and finance and to interact with the executive leadership of client companies including Chief Executive Officers and Chief Financial Officers via teleconference, phone, and email.

Responsibilities

• Create a positive team member experience and engagement.
• Respond to client inquiries and requests from tax authorities.
• Maintain effective communication with stakeholders through written and verbal channels.
• Perform highly technical analyses in the valuing of business enterprises and their securities, including:
• Discounted Cash Flow Analysis
• Comparable Merger and Acquisition Transaction Analysis
• Comparable Public Company Multiple Analysis
• Black-Scholes Option Pricing Valuation Analysis
• First-Chicago Valuation Analysis
• Monte Carlo Simulation Analysis
• Cost-to-Recreate Analysis
• Sum-of-the-Parts Analysis
• Liquidity Analysis
• Accretion/Dilution Analysis
• Leveraged Buy-Out Analysis
• Synthetic Put Analysis
• Lattice Analysis
• Determine appropriate discounts for lack of marketability and lack of control for equity securities.
• Perform benchmarking, analysis of financial statements, and economic analysis of companies, markets, and industries.
• Draft and assist in the preparation of memos and reports.
• Research and review country-specific tax and transfer pricing regulations.

Requirements

• Master’s and/or bachelor’s degree in Finance, Accounting or Economics.
• At least four years of financial analyst related experience.
• Strong grasp of quantitative disciplines such as math, economics, accounting, or finance.

Skills

• Intermediate knowledge of Microsoft® Word, Excel, PowerPoint, and Outlook.
• Experience with Access and PowerPI is a bonus.
• Knowledge of creating VB macros in MS Excel, MS Word or MS Access is a plus.
• Experience with research databases such as CapitalIQ and other tools is preferred.

Benefits

• Hybrid work options
• Award-winning culture
• Generous personal time off (PTO) benefits
• 14-weeks of 100% paid leave for new parents (adoption included)
• Monthly gym membership reimbursement OR gym equipment reimbursement
• Benefits eligibility effective day one
• 401K with employer match
• Tuition reimbursement after one year of service
• Fertility assistance program
• Four-week company-paid sabbatical eligibility after five years of service

Work Environment

• Standard indoor working environment.
• Occasional long periods of sitting while working at the computer.
• Position requires regular interaction with employees at all levels of the Firm and interface with external vendors as necessary.