JOB SUMMARY

As a Corporate Finance Senior Analyst, you will play a crucial role in providing financial advisory and analysis services to our clients across various industries. This position requires a strong foundation in corporate finance, financial modeling, and analytical skills. You will work closely with our team of professionals to deliver valuable financial insights and support our clients in making informed decisions.

JOB DESCRIPTION

• Conduct advanced financial analysis, including complex financial modeling, valuation, and due diligence for a wide range of investment opportunities

• Lead and manage transaction processes, including mergers and acquisitions, capital raising, and financial restructuring, from start to finish. Coordinate with cross-functional teams to ensure successful deal execution

• Build and maintain strong client relationships by serving as a primary point of contact, providing strategic advice, and addressing client inquiries throughout the engagement

• Stay updated on industry trends, market conditions, and competitor data, and use this information to provide clients with valuable insights and strategic recommendations

• Mentor and provide guidance to junior analysts, delegating tasks, and fostering their professional development

• Ensure compliance with all relevant financial regulations and reporting requirements throughout the transaction process

• Prepare and review complex financial reports, presentations, pitch books, and transaction documents, ensuring accuracy and clarity

• Identify potential risks and opportunities during due diligence and develop strategies to mitigate risks and optimize deal structures

Supervisory responsibilities

• None

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift up to 15 pounds at a time

Travel required

• Some travel may be required to client sites during engagements

Required education and experience

• Bachelor's degree in finance, economics, or a related field

• 2 – 4 years of experience in investment banking, corporate finance, or a related role

• Exceptional financial modeling and analytical skills

Preferred education and experience

• Series 7, 79, and/or 63 designations

• Any FINRA licenses, CFA charters, and other industry-specific designations

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.