Transaction Advisory - Senior Analyst

Summary

Join a team of Analysts and Senior Analysts managing the onboarding process of M&A businesses, conducting due diligence, producing prospectuses, and liaising with clients. This role involves collating financial information, evaluating financial documentation, and using various systems to analyze financial metrics. The ideal candidate is passionate about finance and accounting with an interest in technology. Responsibilities include compiling financial statements, verifying profit and loss statements, calculating business metrics, working with clients, presenting financials to investors, and communicating financial insights. A strong academic background in business, accounting, or finance is required, along with relevant work experience and pursuit of a professional accounting certification. The role demands strong analytical and communication skills and proficiency in MS Excel.

Requirements

• Experience in similar roles within the financial services or technology industry
• Ability to analyse profit & loss statements, balance sheets and communicate insight, patterns and trends
• Strong communication skills (written and verbal)
• Extensive experience with MS Excel
• Deadline-driven, and has a sense of urgency
• Robust analytical skillset and naturally inquisitive
• Ability to work independently and multi-task in fast-paced environment
• Strong academics in business administration, accounting, economics, finance or equivalent
• A minimum of 1 years relevant work experience
• Working towards CPA/CMA/CIA/ACCA/CFA

Responsibilities

• Compiling various financial statements
• Verify profit and loss statements using third party systems
• Calculate and present critical business metrics using internal business data
• Work closely with clients to collate and organise business financial data
• Work with the wider M&A team to clearly present and organize business financials to be shown to investors
• Perform in-depth interrogation of client business financials and performance
• Communicate financial patterns, insights, and discrepancies

Preferred Qualifications

• Preferable experience working within Transaction Services and Financial Due Diligence (desirable)
• Will consider those who come from an audit background, preferably from one of the Big 4

Benefits

Salary: $80k - $110k pa OTE