Technical skills
Data analysis
Methods
Agile
Role signals
SalesFinanceAccounting
About this role
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