Transaction Support Analyst

About the position

Benchmark International is looking for an experienced and driven Financial Analyst to add to our growing team. As a Financial Analyst, you will be a part of our busy office. The Analyst will collect, analyze, summarize, and discuss Benchmark Internationals clients most sensitive data; preparing our clients to enter the mergers & acquisitions market. Pulling key attributes from financial statements, contracts, and other corporate documents; the Financial Analyst will learn how to identify risks, value businesses, and set or adjust client expectations. The Analyst will also help with various financial activities related such as deal analysis, working capital analysis, and other task needed to serve our clients.

Responsibilities

• Develop and maintain client relationships by communicating effectively to ensure expectations of both buyer and seller are met.
• Gather comprehensive information about clients business through multiple sources to ensure a thorough and accurate analysis for client promotion.
• Prepare and routinely update marketing materials, financial statements and business intelligence reports focusing on the company's strengths and opportunities.
• Analyze clients financial situation, including historical, current and expected future performance and prepare financial statements.
• Conduct outreach to prospective buyers and update marketing materials with current information.
• Ensure the CRM system is up to date with information about each client.
• Provide consultative guidance on accounting, financial and valuation matters.
• Participate in proactive team efforts to achieve departmental and company goals.
• Provide leadership to others through example and sharing of knowledge/skill.
• Comply with all policies, practices and procedures and report all unsafe activities to supervisor.
• Perform other duties as assigned.

Requirements

• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference and volume.
• Proficient personal computer skills include electronic e-mail, recordkeeping, routine database activity, word processing, spreadsheet, graphics, etc.
• Ability to handle multiple tasks simultaneously.
• Ability to handle a rigorous schedule of deadlines.
• Experienced in professional business writing preferred; including writing business plans and information memorandums.
• Prioritization and organization skills.
• Proficient in financial-modeling, financial-analysis, and Excel.
• Commercial understanding and awareness of business and operations in various industries.
• Possess valid and current driver license.
• No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodies.
• Bachelor's degree with a concentration or advanced degree Finance, Marketing, or Accounting or an unrelated degree with significant work experience in one or more of these fields.
• Ability to obtain a Florida real-estate sales associate license within 90 days of employment (For employment in our Florida office).
• Availability for occasional travel.
• Must be able to work full time in the office as this is not a remote or hybrid position.
• Professional dress attire is required.

Benefits

• Paid time off
• Standard holidays
• Community service days
• Highly competitive company subsidized medical, dental, vision, and AD&D insurance
• 401k with company matching
• Flexible spending accounts
• Flexible dependent care assistance accounts
• Quarterly team outings
• Standing desks