Corporate Financial Strategist
1 day ago
We are seeking a highly experienced Senior Financial Analyst to join our team at Baker Tilly. As a key member of our financial services department, you will be responsible for preparing various investment and economic studies.
Job Summary
- Assist in the development of annual marketing plans that align with our company goals.
- Prepare high-quality proposals and engagement letters for potential clients.
- Implement engagement letters for investment and economic services, including feasibility studies and business valuations.
- Perform additional tasks as assigned by senior management.
Key Responsibilities
- A Master's degree in finance or a related field.
- Professional certifications such as Chartered Financial Analyst (CFA).
Requirements and Qualifications
- 8-10 years of relevant experience in the finance industry.
- A minimum of five years working in a consulting firm, preferably with one of the top 10 firms.
- Proficiency in analyzing financial statements.
- Knowledge of economic indicators.
- Ability to build and use financial models.
- Understanding of various valuation methods, including DCF, relative valuation, and precedent transactions.
- Knowledge of investment vehicles, risk assessment, portfolio diversification, and market trends.
- Understanding of capital structure, cost of capital, financial markets, and corporate financial strategies, dividend policy, and working capital management.
- Awareness of financial regulations, compliance requirements, and ethical standards in the finance industry.
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