JOB SUMMARY

JOB DESCRIPTION

• Conduct in-depth financial analysis of potential investment opportunities, including financial modeling, valuation, and due diligence
• Research and analyze industry trends, market conditions, and competitor data to provide insights and recommendations to clients
• Assist in the preparation of client presentations, pitch books, and financial reports to effectively communicate complex financial information
• Collaborate with senior team members in executing mergers and acquisitions, capital raising, and other financial transactions, including drafting transaction documents and managing project timelines
• Conduct due diligence activities, including reviewing financial statements, contracts, and legal documents, to identify potential risks and opportunities
• Ensure compliance with relevant financial regulations and reporting requirements
• Develop and maintain complex financial models to assess various financial scenarios and support decision-making processes
• Build and maintain strong client relationships by providing exceptional service and insights throughout the transaction process
• Work closely with cross-functional teams, including legal, accounting, and tax professionals, to ensure the successful execution of financial transactions

Supervisory responsibilities

• None

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time

Travel required

• Some travel may be required to client sites during engagements

Required education and experience

• Bachelor's degree in finance, economics, or a related field
• 1 – 3 years in relevant position

Preferred education and experience

• Series 7, 79, and/or 63 designations
• Any FINRA licenses, CFA charters, and other industry-specific designations

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.