Company: Lutz M&A 

Level: 0-2 years of professional experience 

Type: Full-Time 

Location: Omaha, NE (In-person) 

ABOUT LUTZ 

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters. 

At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword. 

Lutz M&A specializes in helping businesses navigate complex transitions, whether through mergers, acquisitions, or strategic planning. From sell-side representation to buy-side advisory and transaction advisory services (TAS), our team ensures that every deal is meticulously structured to maximize value for our clients. With a reputation built on integrity, confidentiality, and innovative problem-solving, we’re proud to work with businesses that span various industries. In this division, no two days are the same and every transaction is an opportunity to drive meaningful change. 

We like it here, and we think you will, too. 

MAKE AN IMPACT 

As a Financial Analyst, you will:  

• Consolidate and analyze financial statements and other supporting financial documents related to a business 
• Assist in the execution of buy-side and sell-side financial due diligence engagements 
• Assist in performing valuation services related to mergers, acquisitions, estate planning, and litigation 
• Prepare client deliverables including reports, presentations, and data visualizations 
• Conduct industry and company research to support transaction insights 
• Support project management tasks and contribute to internal initiatives 
• Demonstrate a strong drive to jump into a variety of projects and continuously learn new skills and industries 

QUALIFICATIONS  

• Bachelor’s Degree in Accounting, Finance, or a related business field 
• 0-2 years of relevant professional experience 
• Proficiency in Microsoft Office Suite, with strong Excel modeling skills 
• Excellent analytical, critical thinking, and problem-solving abilities. 
• Strong organization and writing skills to effectively communicate findings and recommendations. 
• Must be proactive, client-focused, and relationship-driven with a collaborative team-oriented approach. 
• Ability to work with entrepreneurial clients, partners, and coworkers in a fast-paced environment. 
• Ability to work independently and in a team-oriented environment 
• An understanding of GAAP accounting 

BENEFITS  

• Investments & Incentives 

Competitive Base Salary | Matching 401k Program | Profit-Sharing |New Client Referral Incentives | Professional Certification Exam Incentives 

• Lifestyle Balance 

Paid Holidays | Paid Time Off (PTO) | Flexible Schedule |Employee Appreciation Events | Social Events | Family Outings 

• Professional Development 

Formal Mentor Program | Continuing Education | Leadership Development Program | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License Support 

• Health & Wellness 

Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program 

• Office Perks 

“Dress for Your Day” Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks