Corporate Finance Advisory Specialist

3 weeks ago


Bloomington, Illinois, United States Matheson Financial Advisors, Inc. Full time
Job Overview

Matheson Financial Advisors, Inc. is a boutique corporate finance advisory firm that has provided specialized business valuation services for 19 years.

The company focuses on the Architectural, Engineering, Environmental Consulting, and Construction (AEC) industry, as well as Government Contracting.

Key Responsibilities
  • Business Valuation: Conduct valuations for ESOPs, M&A transactions, management buyouts, strategic planning, and capital strategies purposes.
  • Mergers & Acquisitions: Assist in M&A execution for buy-side acquisitions, sell-side representation; M&A valuation, deal structuring, market research, and financial due diligence.
  • Ownership Transition Planning: Support management buyouts, ESOPs, stock redemptions, equity incentive plans, and ownership expansion programs.
Requirements
  • Bachelor's degree in accounting, finance, business, or related field.
  • 1-2 years of relevant experience in business valuation, investment banking, corporate banking, transaction advisory, public accounting, or relevant financial services experience.
  • Strong verbal and written communication skills.
  • High proficiency with Microsoft Excel and financial statement modeling.

Estimated salary: $70,000 - $90,000 per year based on industry standards and location.



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