Financial Analyst, FP&A jobs in New Haven, CT

Woodbridge Financial Analysts are responsible for the following:

• Analyzing client financial statements and data such as sales and supplier transactions to identify any issues that must be addressed when presenting the company to buyers
• Adjusting financial statements according to standard M&A market practices
• Preparing financial forecasts based on client order backlog and sales pipeline, and any reasonable assumptions discussed with the client
• Preparing financial write-ups that explain company performance as well as the assumptions supporting forecasts
• Tracking clients’ performance while they are in market or under LOI
• Interacting with time-sensitive business owners/entrepreneurs and C-level executives to obtain, discuss and clarify information
• Proactively managing client expectations
• Collaborating with colleagues from other departments working on the same deal and keeping them informed of material developments
• Regularly reporting to management on the status of each deal they are working on and any potential issues or roadblocks that arise

This position requires:

• Strong analytical skills
• Critical thinking
• Attention to detail
• Flexibility to handle new responsibilities and changing priorities
• Ability to multi-task and accept challenges
• Solid time- and project-management skills
• Proficiency at Word, Excel, and Power Point

Candidates with the following are preferred:

• Thorough understanding of US GAAP
• Background in financial analysis, M&A, business administration, accounting, or auditing
• Strong interpersonal and communication skills