Coda Search│Staffing
Senior Analyst Mergers & Acquisitions ( in-house team)
Coda Search│Staffing, Dallas, Texas, United States, 75215
Senior Analyst Mergers & Acquisitions ( in-house team)
A client of ours is a Multi-Billion Services Firm seeking to hire for their internal M&A team.
This role is ideal for a professional with hands‑on buy‑side or sell‑side experience, strong analytical capabilities, and a passion for uncovering insights through data. You’ll work directly with leadership on M&A transactions, providing financial due diligence, quality of earnings (QoE) analysis, and valuation advisory. This position offers exposure to complex transactions, financial modeling, and strategic deal execution in a collaborative and fast‑paced environment.
Responsibilities
Lead and support financial due diligence and quality of earnings analyses, focusing on key income statement and balance sheet areas.
Prepare and review valuation models in connection with M&A, purchase price allocation, goodwill impairment, and stock‑based compensation.
Conduct industry, company, and economic research to support transaction analyses and valuations.
Build and manage financial models, budgets, and cash flow projections.
Prepare client presentations and transaction reports, summarizing findings and recommendations.
Leverage data analytics and visualization tools to present complex data clearly and efficiently.
Collaborate with cross‑functional teams and clients to deliver insightful financial advisory services.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or CFA a plus.
Minimum 2 years of M&A, transaction advisory, or valuation experience.
Experience in buy‑side/sell‑side due diligence for middle‑market companies.
Strong understanding of financial statements, GAAP accounting, and valuation methodologies.
High attention to detail, with the ability to manage multiple priorities and tight deadlines.
Excellent communication and presentation skills; comfortable working directly with senior management and clients.
Seniority level Associate
Employment type Full‑time
Job function Accounting/Auditing, Finance, and Analyst
Industries Building Construction and Manufacturing
#J-18808-Ljbffr
This role is ideal for a professional with hands‑on buy‑side or sell‑side experience, strong analytical capabilities, and a passion for uncovering insights through data. You’ll work directly with leadership on M&A transactions, providing financial due diligence, quality of earnings (QoE) analysis, and valuation advisory. This position offers exposure to complex transactions, financial modeling, and strategic deal execution in a collaborative and fast‑paced environment.
Responsibilities
Lead and support financial due diligence and quality of earnings analyses, focusing on key income statement and balance sheet areas.
Prepare and review valuation models in connection with M&A, purchase price allocation, goodwill impairment, and stock‑based compensation.
Conduct industry, company, and economic research to support transaction analyses and valuations.
Build and manage financial models, budgets, and cash flow projections.
Prepare client presentations and transaction reports, summarizing findings and recommendations.
Leverage data analytics and visualization tools to present complex data clearly and efficiently.
Collaborate with cross‑functional teams and clients to deliver insightful financial advisory services.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or CFA a plus.
Minimum 2 years of M&A, transaction advisory, or valuation experience.
Experience in buy‑side/sell‑side due diligence for middle‑market companies.
Strong understanding of financial statements, GAAP accounting, and valuation methodologies.
High attention to detail, with the ability to manage multiple priorities and tight deadlines.
Excellent communication and presentation skills; comfortable working directly with senior management and clients.
Seniority level Associate
Employment type Full‑time
Job function Accounting/Auditing, Finance, and Analyst
Industries Building Construction and Manufacturing
#J-18808-Ljbffr