Financial Analyst

Woodbridge Financial Analysts are responsible for the following:

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  Analyzing client financial statements and data such as sales and supplier transactions to identify any issues that must be addressed when presenting the company to buyers
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  Adjusting financial statements according to standard M&A market practices
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  Preparing financial forecasts based on client order backlog and sales pipeline, and any reasonable assumptions discussed with the client
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  Preparing financial write-ups that explain company performance as well as the assumptions supporting forecasts
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  Tracking clients’ performance while they are in market or under LOI
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  Interacting with time-sensitive business owners/entrepreneurs and C-level executives to obtain, discuss and clarify information
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  Proactively managing client expectations
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  Collaborating with colleagues from other departments working on the same deal and keeping them informed of material developments
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  Regularly reporting to management on the status of each deal they are working on and any potential issues or roadblocks that arise

 

This position requires:

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  Strong analytical skills
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  Critical thinking
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  Attention to detail
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  Flexibility to handle new responsibilities and changing priorities
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  Ability to multi-task and accept challenges
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  Solid time- and project-management skills
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  Proficiency at Word, Excel, and Power Point

 

Candidates with the following are preferred:

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  Thorough understanding of US GAAP
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  Background in financial analysis, M&A, business administration, accounting, or auditing
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  Strong interpersonal and communication skills