Financial Analyst/Associate, Corporate Valuation Advisory Services

Overview

Business Unit

Financial and Valuation Advisory

Industry

CVAS – Corporate Valuation Advisory Services

Financial Modelling team

At Houlihan Lokey (“HL”), Financial Modelling professionals provide robust quantitative analysis and insight, while leveraging business acumen, corporate finance skillset and advanced excel knowledge, to drive and support clients’ strategic and operational decision making. We operate in a fast-paced, dynamic deal environment.

Corporations/Banks/Financial Sponsors often rely on a business model and require a degree of independent comfort that such business model is free from logical errors. Developing an effective business model, to either evaluate a transaction, a new market opportunity or for other strategic purposes, can be a time consuming, resource consuming task. Our Financial Modelling professionals also help provide model review and validation services to ensure logical and financial soundness of a financial model by incorporating review tools coding review and shadow analysis.

We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for Financial Modelling and analytics, with very strong attention to detail. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our clients’ goals. Also, being highly motivated and self-aware to work autonomously, where required.

As a Financial Modelling team member within a fast-growing team in HL, you will have the opportunity to take on multiple responsibilities and have the potential to gain excellent career progression.

Key Responsibilities:

As a Financial Modelling professional, one would expect to spend most of their time designing, building and testing integrated financial models for transaction decision related-projects or even for forecasting purposes for our clients. You’ll need a strong knowledge of Excel and its application in the corporate finance world, be flexible and adaptable when it comes to different projects. Reviewing financial models is vital and you’ll arrive at preliminary conclusions to ensure we provide the best service for our clients. Knowledge of analytical tools and techniques would also further augment skillset.

Skills And Attributes For Success:

• Designing and developing financial models as well as reviewing and validating them; incorporating operational, tax, accounting and financing aspects across a range of sectors

• Referencing models against deal documents

• Understanding of Excel and how it can be applied to corporate finance and to drive decision-making

• Comfortable with presentations to C-Suite • Attending business development presentations with client

• Presenting to senior management results and key metrics of the business and team performance

• Strong critical and logical thinking to deal with and simplify complex situations for effective decision-making

• Attention to minor details coupled with intellectual curiosity

• Communicating effectively with the engagement manager, the client, and the wider team in a concerted effort towards delivering work products of the highest standard

• Adept at using latest technology to enhance the effectiveness of services provided and be a leader in learning and adopting new tools and techniques and how they can be applied to client situations

• Assist with preparation of marketing material and business development activities

• Experience with project finance modelling

• Prior experience in corporate finance function, FP&A, valuation, fund operations, private equity, hedge fund, is a plus

Basic Skills:

• Bachelor’s degree in business, Finance, or Accounting competencies

• Strong commercial awareness and an ability to identify the factors that drive financial performance

• 2+ years of Financial Modelling experience

• Proficiency including Word and PowerPoint

• A passion for Financial Modelling; highly motivated, and logical thinker are essential to this role

• Strong interpersonal and communication skills

• Willingness to learn additional tools

Other Preferred Skills

• CFA or CPA certification or significant progress towards these or similar certifications

• Experience with one or more of the following software packages: MS Access; SQL Server; Data Visualization applications (e.g.,Tableau, MS Power BI); Statistical packages (e.g. MATLAB, SPSS); VBA; C#, R or Python

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law