Junior M&A​/Financial Analyst

A boutique, high-performing M&A advisory firm in South Charlotte is seeking a Junior Financial / M&A Analyst to support active sell-side transactions. The firm operates lean and has facilitated $200MM+ in completed deals. This is a hands-on role with direct exposure to live transactions and senior deal leadership.

This position supports multiple concurrent sell-side engagements. The analyst will play a key role in financial modeling, valuation analysis, deal materials, and buyer diligence management.

• Build and maintain detailed financial models (3-statement, forecasts, cash flow modeling)
• Perform valuation analyses (DCF, comparable transactions, WACC calculations)
• Prepare pitch decks and confidential information memorandums
• Organize and manage virtual data rooms
• Respond to buyer diligence and financial data requests
• Analyze unit economics and operating drivers
• Support live transaction processes from marketing to close

This is not a back-office FP&A role — it is transaction-focused and execution-driven.

We’re looking for a highly analytical, detail-obsessed finance professional who thrives in a lean, performance-driven environment.

• 2–5 years in FP&A, investment banking, valuation, audit, or transaction advisory
• Advanced Excel and financial modeling skills
• Experience building DCF and comparable valuation models
• Exposure to Private Equity, institutional lenders, or transaction processes
• Strong accounting foundation (US GAAP / IFRS knowledge preferred)
• Ability to manage multiple deadlines with minimal oversight
• High work ethic and intellectual curiosity
• CFA candidate or FMVA pursuit
• CPA background
• Experience supporting capital raises or IPO preparation

• Direct exposure to live M&A deals
• High visibility with senior deal makers
• Accelerated learning environment
• Strong compensation for experience level
• Clear path to grow within transaction advisory