Financial Analyst

Job description

Woodbridge Financial Analysts are responsible for the following: 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 Adjusting financial statements according to standard M&A market practices Preparing financial forecasts based on client order backlog and sales pipeline, and any reasonable assumptions discussed with the client Preparing financial write-ups that explain company performance as well as the assumptions supporting forecasts Tracking clients’ performance while they are in market or under LOI Interacting with time-sensitive business owners/entrepreneurs and C-level executives to obtain, discuss and clarify information Proactively managing client expectations Collaborating with colleagues from other departments working on the same deal and keeping them informed of material developments 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: Strong analytical skills Critical thinking Attention to detail Flexibility to handle new responsibilities and changing priorities Ability to multi-task and accept challenges Solid time- and project-management skills Proficiency at Word, Excel, and Power Point Candidates with the following are preferred: Thorough understanding of US GAAP Background in financial analysis, M&A, business administration, accounting, or auditing Strong interpersonal and communication skills