Financial Analyst, Investment Banking & Consulting

MarshBerry is a growing company with a people-first, fast-paced, collaborative culture that offers ample opportunities for growth. The Financial Analyst will analyze client business and financial documents and prepare financial models to support various financial advisory projects including mergers and acquisitions, valuations, and financial consulting.

Responsibilities

• Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination
• Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations
• Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously
• Develops client relationships by maintaining positive rapport with clients during projects
• Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards
• Support new business generation through reactive methods to introduce our products and services
• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services
• Any other special projects, tasks or duties as assigned

Skills

• Bachelor's Degree in Business, Finance or Accounting
• Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database
• Strong analytical and problem solving skills; techniques to identify and resolve issues in a timely manner
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work
• Exceptional organization skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures
• Ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines
• Ability to work extended hours as needed
• Some travel will be required
• Master's Degree is a plus

Company Overview