Senior Financial Analyst
Self Financial- Full Time
- Senior (5 to 8 years)
Candidates should possess a Bachelor's degree in Finance, Accounting, Economics, or a related field, and ideally have a Master's degree. They should have a strong understanding of financial analysis principles, valuation methodologies, and corporate finance practices. Prior experience in business valuation, M&A, FP&A, or audit is preferred, particularly with experience in complex transactions or economic damages valuation.
The Financial Analyst will be responsible for conducting financial analysis, developing valuation reports, and supporting the firm's valuation and advisory practice. This includes analyzing financial statements, performing industry research, and providing insights to clients on M&A, tax structuring, and shareholder transactions. They will also assist in preparing presentations for board-level audiences and supporting the team with various financial modeling and analytical tasks.
Provides financial advisory, tax, and audit services
HCVT offers advisory, tax, and audit services to high-net-worth individuals, families, and businesses, primarily in California. Their services include M&A Advisory, Valuation Advisory, and CFO Advisory, which help clients navigate various stages of their business lifecycle. HCVT stands out from competitors by combining Big Four and Middle Market Investment Banking experience to provide practical guidance. The firm's goal is to be a trusted financial partner, assisting clients in achieving their financial objectives.