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Senior Financial Analyst

Company: Holthouse Carlin & Van Trigt LLP
Location: Pasadena
Posted on: November 19, 2021

Job Description:

HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and valuation services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches. At HCVT, we are different. We are a team driven by our values-Integrity at our Core, Building Success Together, and a Passion for Excellence. Our focus and commitment are on the needs of our clients and our team. Clarifying and resolving complex issues is what we do. How we do it is what sets us apart from other CPA firms. As part of the HCVT team, you will work in a fast-paced environment. Our culture is all about collaboration, teamwork, giving back to our communities, and partner access and accountability. We also believe that there is no one way to progress in your career. We are flexible and embrace diversity. We provide our team members the right tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the world of public accounting. Join HCVT and Move Forward - Your Way! We are looking for a Senior Financial Analyst to join our burgeoning valuation/advisory practice. You will be working directly with the firm's practice leader, clients, executives and business owners to deliver valuation and advisory-related services. The firm's Valuation and Advisory Services group provides valuations used in M&A, complex tax structuring and shareholder transactions. Ideal candidates will have a background in either: (a) direct business valuation or economic damages valuation experience; (b) corporate M&A, with experience identifying/analyzing companies for acquisition; or (c) corporate FP&A, with experience in developing long-term plans and presentations at a board-level. As a Senior Financial Analyst, you will be responsible for the following:

  • Working directly with senior executives, business owners and private equity professionals to gather financial and qualitative information.
  • Financial statement modeling and analysis, discussions with clients, and supervision of junior staff.
  • Working cross-functionally with the firm's tax and audit teams to assist client engagements.
  • Preparing equity valuations using market-based (market multiples), income-based (DCF) methodologies, and other modeling analyses.
  • Preparing or reviewing intangible asset valuations for purchase price allocations, goodwill impairments, and other financial-reporting requirements.
  • Developing client materials including written reports and PowerPoint presentations.
  • Assist Partners and Principals in business development initiatives. To be successful, these are the skills, qualities and experience you will need:
    • Exceptional financial modeling skills.
    • Bachelor's or Master's degree in accounting, finance, mathematics or engineering.
    • Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment (remote/in-person).
    • Significant proficiency in an industry-vertical well-aligned with the firm's industry groups.
    • Strong project management skills; including experience overseeing junior staff on engagements
    • Ability to think creatively to keep engagements on schedule.
    • Practical and/or academic familiarity with corporate financial and valuation theories. Preferred Qualifications
      • Exceptional financial modeling skillset including three statement modeling, DCFs, and LBOs
      • National/regional valuation firm experience a major plus
      • Strong knowledge of accounting (e.g. audit).
      • Experience valuing financial instruments including convertible bonds, warrants, derivatives, earn-outs, and complex capital structures using closed-form solutions, binomial lattices, and Monte Carlo simulations.
      • Experience and / or interest working with clients in relevant industries including media, sports, and entertainment
      • CPA and/or CFA preferred The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

Keywords: Holthouse Carlin & Van Trigt LLP, Pasadena , Senior Financial Analyst, Accounting, Auditing , Pasadena, California

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