Senior Financial Analyst role providing support for M&A strategy in a family-owned food company. Involves financial modeling and executive communication to drive company growth.
Responsibilities
Provide key support in identifying, evaluating, and executing acquisitions, divestiture, and joint venture activities.
Build financial valuation models using discounted cash flow, precedent transactions, trading comparables, and LBO methodologies.
Perform key valuation metrics, including financial forecast, synergies, investment return metrics, and accretion/dilution analysis.
Develop executive-level presentation materials to communicate the financial business case and educate Rich’s Senior Executives & Board Members regarding ongoing M&A opportunities and performance.
Coordinate due diligence efforts and preliminary integration planning on potential acquisition opportunities.
Support in leading internal functional diligence teams comprised of operational, HR, legal, and other subject matter experts.
Support the company’s strategic planning efforts to identify growth priorities and develop acquisition pipeline.
Critically thinking to evaluate strategic rationale for a potential acquisition, strategic fit, and how the target may create synergies with Rich’s existing capabilities.
Perform analysis of competitor benchmarks and industry trends.
Providing support for special projects (e.g., new industry research, strategic financial analysis, network optimization, new business initiatives, among others).
Requirements
Bachelor’s degree in finance, accounting, or related field
Minimum of 2-3 years of relevant experience in Finance or Accounting role
MBA, CPA, or progression towards CPA is preferred
Advanced Microsoft Excel skills and experience building presentations in Power Point
Strong analytical skills, knowledge of finance and accounting (GAAP) principles
Strong organization, project management, and communication skills, including the ability to effectively communicate to senior leadership
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