Financial Analyst Details

Financial Analyst

Matheson Financial Advisors - McLean, VA

Employment Type : Full-Time

Our growing firm has an opening for a full-time Financial Analyst in our DC Area headquarters.

As part of our expanding team, the analyst will have the opportunity to work on a variety of corporate finance and strategic engagements including:

• Business Valuation: ESOPs, M&A transactions, management buyouts, strategic planning, and other capital strategies purposes.
• Mergers & Acquisitions: Buy-side acquisitions, sell-side representation, M&A valuation, deal structuring, market research, and financial due diligence.
• Ownership Transition Planning: Management buyouts, ESOPs, stock redemptions, equity incentive plans, and ownership expansion programs.
• Other strategic advisory, capital strategies, and financial management services.

Qualifications: Bachelor’s degree in accounting, finance, business, or related field; MBA; 1-3 years of experience in business valuation, investment banking, corporate banking, transaction advisory, public accounting, or relevant financial services experience Certification or progress toward CFA, CPA, ASA, or other relevant credentials is preferred. Very strong verbal and written communication skills. High proficiency with Microsoft Excel and financial statement modeling. Quick on your feet, self-motivated, good team player, strong attention to detail.

To be considered, all expressions of interest must include a cover letter describing your goals and qualifications related to the position as well as current compensation and expectations. Please send to hire@mathesonadvisors.com.