Associate - M&A Advisory

Role and Responsibilities

Assisting in the execution of transactions for our clients, with responsibilities increasing over time

Preparing client presentations including compiling/analyzing data and conducting research

Preparing financial models and valuation analysis

Assisting in drafting confidential information memorandums and other deal related marketing materials

Researching and communicating with potential acquirers

Coordinating transaction due diligence

Skills and Qualifications

2+ years of experience in professional services with a financial analysis focus (e.g. audit, accounting, M&A advisory). Prior M&A advisory experience is not a requirement, but definitely an asset.

Undergraduate business degree required. Major in Finance or Accounting preferred, with strong record of academic achievement.

CPA, CFA or CBV preferred.

Strong understanding of finance and accounting, with experience in financial modeling and analysis (i.e. income statement, balance sheet, and cash flow forecasting).

Excellent interpersonal, communication and writing skills.

Strong attention to detail, and ability to work on multiple projects simultaneously.

Energetic, inquisitive self-starter with ability to work in a collaborative team environment.

Proficiency and experience working with Microsoft Office (Word, Excel, and PowerPoint).

Compensation

Starting salary of $90,000, plus an annual bonus

$1,500 Health Spending Account

15 days vacation

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