Senior Financial Analyst Manager
6 days ago
Company Overview
Curran Daly & Associates is a leading provider of Deal Advisory services, offering expert guidance to clients across various industries.
Job Summary
We are seeking a highly skilled Deals Advisory Manager/Senior Manager to join our team. The successful candidate will be responsible for providing expert advice to clients on transactional matters, including mergers and acquisitions, valuation, and business planning.
Responsibilities
- Client Engagement: Actively contribute to pre-engagement documentation, planning, and updating of appropriate forms to ensure seamless client interactions.
- Transaction Support: Assist with transactions by completing assigned tasks, populating working paper sections, and maintaining records current through to engagement completion.
- Analysis and Reporting: Suggest and perform analysis relevant to the transaction, industry, and client needs using data checked for internal consistency and accuracy.
- Data Analysis: Use research tools to source and interpret data and information on targets, clients, and their business environment to support Deal Advisory marketing and proposal activities.
- Communication: Apply technical knowledge in analyzing engagement documents and schedules, interpreting project findings, and communicating them to the engagement team in a clear manner using an appropriate format.
- Knowledge Sharing: Build knowledge of parties to a transaction and demonstrate the ability to explain the mechanics of the deal.
- Valuation Expertise: Understand the rationale for a transaction and the basis of valuation and use this knowledge to deliver valued advice meeting client needs.
- Results Interpretation: Interpret results from analysis and report on implications on the deal and the client, including possible solutions.
Qualifications
- Education: Graduate of Bachelor of Science in Accountancy, Finance, or related field.
- Experience: At least 3-6 years of experience in Deal Advisory services, reports, valuation, business planning, etc.
- Skills: Excellent verbal and written communication, presentation, and interpersonal skills.
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