Financial Analyst Mergers

2 days ago

Dallas, Texas, United States Coda Search│Staffing Full time


M&A Analyst / Senior Analyst – Financial Due Diligence & Valuation


Location:
Dallas Texas


Position Type:
Full-time


Experience Level:
Analyst (2+ years) or Senior Analyst (4+ years)


Position Summary

Immediate need for a highly motivated
M&A Analyst (or Senior Analyst)
to join our
Transaction Advisory and Valuation team
. This role is ideal for a finance professional with hands-on
buy-side or sell-side experience
, strong
analytical capabilities
, and a passion for uncovering insights through data.

You'll work directly with leadership on
middle market M&A transactions
, providing
financial due diligence, quality of earnings (QoE) analysis
, and
valuation advisory
. This position offers exposure to complex transactions, financial modeling, and strategic deal execution in a collaborative and fast-paced environment.


Key Responsibilities

  • Lead and support
    financial due diligence and quality of earnings analyses
    , focusing on key income statement and balance sheet areas.
  • Prepare and review
    valuation models
    in connection with M&A, purchase price allocation, goodwill impairment, and stock-based compensation.
  • Apply
    core valuation frameworks
    , including:
  • ASC 805 – Purchase Price Allocation
  • ASC 350 / 360 – Goodwill & Long-lived Asset Impairment
  • IRC 409A – Stock-based Compensation Valuation
  • ASC 718 – Expense Reporting
  • Conduct
    industry, company, and economic research
    to support transaction analyses and valuations.
  • Build and manage
    financial models, budgets, and cash flow projections
    .
  • Prepare
    client presentations and transaction reports
    , summarizing findings and recommendations.
  • Leverage
    data analytics and visualization tools
    to present complex data clearly and efficiently.
  • Collaborate with cross-functional teams and clients to deliver insightful financial advisory services.


Qualifications

  • Bachelor's degree in
    Finance, Accounting, Economics
    , or related field; CPA or CFA a plus.
  • Minimum
    2 years of M&A, transaction advisory, or valuation experience
    ;
    4+ years
    preferred for Senior Analyst consideration.
  • Experience in
    buy-side/sell-side due diligence
    for
    middle-market companies ($10M–$250M)
    .
  • Strong understanding of
    financial statements, GAAP accounting
    , and valuation methodologies.
  • Advanced proficiency in
    Excel
    , including modeling and VBA; experience with
    SQL, Power BI
    , or
    data visualization tools
    strongly preferred.
  • High attention to detail, with the ability to manage multiple priorities and tight deadlines.
  • Excellent
    communication and presentation skills
    ; comfortable working directly with senior management and clients.

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