Financial Advisory Analyst

Full Job Description

1. Conduct comprehensive financial analysis of financial data including financial statement analysis, cash flow modeling, and valuation to identify client trends, opportunities, and risks.
2. Assist in the preparation of client presentations, pitch materials, and financial reports.
3. Prepare financial forecasts, budget projections, and cash flow analyses to support strategic decision-making by clients.
4. Conduct market research and industry analysis to identify trends, opportunities, and risks relevant to client engagements.
5. Collaborate with cross-functional teams, including legal, tax, and accounting professionals, to provide comprehensive financial advisory services to clients.
6. Assist senior advisors in client meetings, presentations, and negotiations, and effectively communicate financial concepts and recommendations to clients
7. Stay up-to-date on current financial trends, tax laws, and investment products to ensure clients receive the most relevant advice.
8. Build strong working relationships with client contacts.
9. Assist with other projects as necessary.