Entry-Level Financial Analyst – Mergers & Acquisitions

Compensation: $65,000 annual salary (exempt)

Location: Remote

Department: Mergers & Acquisitions

Reports To: FP&A Manager

Industry Focus: Professional Services

Role Summary

We’re looking for a driven and detail-oriented Entry-Level Financial Analyst to join our growing M&A team. In this role, you’ll dive into real-world transaction analysis, valuations, and strategic financial modeling. You’ll work directly with senior analysts and management to support buy-side and sell-side engagements—analyzing financial data, building pro formas, and helping create compelling, client-ready materials.

This is an ideal opportunity for someone with a strong academic background in finance or accounting who’s eager to develop hands-on experience in valuation, forecasting, and corporate financial planning. You’ll gain exposure to the full M&A process while contributing to strategic decision-making and financial performance analysis across multiple business units.

Key Responsibilities

• Financial Analysis: Collect, reconcile, and analyze financial statements, general ledgers, and tax filings to identify trends and performance drivers.
• Modeling & Valuation: Build and refine detailed financial models, pro formas, and valuation summaries for transaction and strategic purposes.
• Client Support: Communicate with clients in a professional, service-oriented manner—reviewing materials, addressing questions, and finalizing deliverables.
• Project Coordination: Track project progress in Salesforce (or similar CRM tools), ensuring accuracy and timely completion of all deliverables.
• Due Diligence Assistance: Support document reviews, including purchase agreements, operational data, and due diligence materials.
• Strategic Reporting: Prepare monthly, quarterly, and annual financial summaries and assist with performance insights.
• Continuous Improvement: Help identify and implement process efficiencies within the team’s financial and analytical workflows.
• FP&A Partnership: Collaborate with the FP&A Manager on budgeting, forecasting, and variance analyses that intersect with M&A initiatives.

Skills & Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or Business Administration.
• Technical Skills: Strong proficiency in Microsoft Excel; experience with Word, Outlook, and Salesforce (or similar systems) is a plus.
• Financial Acumen: Understanding of financial statements, budgeting, and forecasting principles.
• Analytical Mindset: Strong quantitative, research, and problem-solving abilities with a high level of attention to detail.
• Soft Skills: Excellent communication, time management, and organizational skills; capable of managing multiple priorities under deadlines.

Experience:

Internship or 0–1 year of experience in finance, investment banking, valuation, FP&A, audit, or transaction advisory preferred.

Benefits Summary

• Full-time employees (30+ hours/week) are eligible; benefits begin the first of the month following 60 days.
• Comprehensive medical, dental, and vision coverage options.
• Employer contributions to an HSA each pay period.
• Employer-paid life and AD&D insurance; short- and long-term disability coverage available.
• Optional voluntary benefits including accident, critical illness, and hospital indemnity plans.
• Pre-tax premium options and participation in a retirement plan.

Equal Opportunity Statement

We are proud to be an equal opportunity employer, committed to creating a diverse and inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, veteran status, or any other legally protected category.