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