WFH | Financial Analyst - Mergers & Acquisitions

Corporate Finance Analyst

Job Description:

Business Development:

• Review, research, compile, send, and follow up on potential client and other opportunities.
• Support the production of monthly blogs for Director.
• Assist in identifying and qualifying clients and client opportunities.
• Compile pitch book for clients.
• Participate in prospect and client meetings with Director and gain clear understanding of client’s motivation for acquisition or sale.
• Conduct various financial analysis and administration tasks as required to support the company’s operations.

Execution:

• Assist and support senior staff to successfully achieve the best outcome for the company in the Buying, Selling, Strategic Investor, Takeover and IPO processes.
• Seek and interpret information from client.
• Professionally liaise with clients, stakeholders and with external advisors when required throughout the Transaction.
• Conduct financial modelling.
• Assist in the preparation of Information memorandum, prospectuses and takeover documents and responses.
• Assist in conducting and managing due diligence in all client transactions.

Administration:

• Accurately file all client data and correspondence.
• Respond to all client emails.
• Complete client timesheets.
• Complete personal timesheets.
• Enter all contacts and opportunities into CRM.

Training & IP Development:

• Actively participate and complete training.
• Identify external training and development opportunities.
• Idenitfy documents in transaction files to be utilised as examples in library, case studies and precedent documents.

Team, Career & Innovation:

• Strive for the company’s vision, mission and values in everything you do.
• Provide quality client service.
• Uphold the standards of the company and lead by example.
• Contribute to team meetings.
• participate enthusiastically and purposefully at all review meetings.
• Take responsibility for personal and professional development.
• Raise and/or concerns with Managing Director.
• Positively promote the company’s brand in the market.
• Promote a positive working relationship with the company’s team.

Qualifications:

• Bachelor’s Degree in Finance, Accounting, or a related field.
• Proven experience in corporate finance, including financial modelling, valuation, and financial analysis.
• Experience preparing client presentations, pitch books, and transaction-related documentation.
• Experience conducting market research, due diligence, and data analysis to support transactions.
• Proficiency in using CRM systems and Microsoft Office Suite.
• Strong ability to interpret financial statements and valuation data.
• Ability to manage multiple priorities and deadlines in a fast-paced, transaction-driven environment.
• Strong organizational and time-management skills with high attention to detail and accuracy.
• High level of professionalism, integrity, and discretion when handling confidential information.
• Proactive, self-motivated, and eager to learn, with a collaborative, team-oriented mindset.
• Excellent internal and external written and verbal communication skills.