Corporate Finance Analyst - Transactional Advisory

Job description

We are looking for staff who can support the Corporate Finance team for SW Accountants & Advisory Sydney. Primarily, you will be responsible for providing Transactional corporate finance advice, involving valuations, modelling and due diligence for the buying and selling of companies.


You will report to local Manager for SW team in Talent Formula.

You will provide support to onshore peers at SW Accountants & Advisors on a variety of engagements and will also manage small to medium engagements working directly with the Directors at SW Accountants & Advisors. This is a Transactional corporate finance role providing cross-function exposure to due diligence, valuation and M&A services.


Key activities will include:

Analysis of financial performance and position of companies - P&L, balance sheets, cash flows, working capital, forecasts
Preparation of reports valuation engagements - business valuations using CFME and DCF methods; future maintainable earnings analysis, intangible assets, derivatives and other financial assets
Research on client industries and preparation of industry overview section to be included in reports
Preparation of reports for financial due diligence
Research on market data for valuation analysis
Preparation for investment teasers, deal models and information memorandums for M&A and capital raising mandates
Preparation and review of data-rooms for M&A transactions and financial due diligence
Research on comparable companies, buyers lists and acquirer lists for M&A transactions
Preparation of financial forecast models

Required Candidate Profile, Experience, skills and qualifications

Postgraduate qualification in finance or accounting (CA, MBA, CFA, Master of Applied Finance)
1-4 years of relevant experience in Transactional corporate finance teams - due diligence, valuations or M&A
Note: This role will not suit a corporate finance professional from a background in Hedge Funds, Banking or Trading. It is suited to candidates from a Transactional background in company valuations within Buy / Sell environments.
Experience in a BPO environment preferred but not essential.
Experience working directly with clients and stakeholders
Experience with Australian accounting, taxation and clients, preferable but not essential
Good understanding of accounting concepts demonstrated by qualification and experience
Experience in using databases such as Capital IQ, Merger markets, Bloomberg, FactSet or other similar tools
Proficient in using Microsoft office suite - PowerPoint, excel and word
Good oral and written communication skills
Good understanding of valuation concepts
The ability to manage and prioritize workflow accordingly
Excellent attention to detail
Strong commitment to quality service and client relationships
Ability to work as a team member
RoleFinancial Analyst
Industry TypeAccounting / Auditing
Functional AreaFinance & Accounting
Employment TypeFull Time, Permanent
Role CategoryFinance
Education
PG :MBA/PGDM in Finance, CA in CA