Senior Consultant in Finance and Accounting Advisory Services providing technical and strategic financial guidance. Supporting clients with financial planning, reporting, and policy implementation.
About the role
- Analyst supporting G2’s investment banking teams in Boston, MA through research and presentation development. Indexing industries, market trends, and client engagements for M&A initiatives.
Responsibilities
- Provide value-added, consistently accurate and timely third-party research on industries, market trends and M&A activity to support G2's industry and product teams
- Develop high-impact, client-facing presentations summarizing key trends identified through research
- Build out company profiles based on desktop research and from G2 proprietary information and identify relevant contacts
- Thoroughly and diligently update CRM databases with buyer, investor, lender, seller, and client information and ensure the accuracy of data inputs
- Collect, prepare, and sort through documents in PowerPoint, Excel, pdf and Word for reporting and analysis
- Take diligent notes on internal calls and client meetings
- Learn and apply basic financial analysis concepts and skills
- Gain valuable first-hand experience within Investment Banking concepts and exposure to senior-level investment banking team members
- Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most
- Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track
Requirements
- 1-2 years of experience in investment banking, capital markets, M&A transaction advisory, strategic market research, or other related field
- Demonstrated understanding of corporate finance fundamentals
- Strong analytical skills with a desire and interest to learn financial modeling and financial accounting principles
- Proven experience researching the market to identify companies that fit a given investment strategy or criteria; ability to synthesize data, apply logic to problems, and quickly present a detailed solution
- Highly resourceful and independent thinker who can use analytical skills to move past roadblocks and advance projects forward
- Strong expertise in Excel, PowerPoint and CRMs (preferably Salesforce)
- Demonstrated desire for feedback, continuous improvement and career growth
- A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions
- A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed
- An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results
- A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams
- A track record of acting with integrity, consistently choosing to do what’s right-even when it’s difficult or unnoticed
- Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders
- Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients.
Benefits
- Catered lunch 3 days a week
- Generous performance bonus program
- Comprehensive healthcare
- Unlimited vacation
- 401K match
- Professional development opportunities
- Quarterly peer-recognition awards
- Team events & outings
- Branded swag
- Referral bonus
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