2028 PMCF Investment Summer Analyst

Plante Moran; Southfield (MI); Hybrid; USD 41,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

Life insurance

401(k) plan

Flexible time off

Job summary

Plante Moran is seeking a detail-oriented student to support analytical work for M&A transactions. You will perform financial modeling, industry research, and help prepare selling documents with charts and financial data.

You will also assist in drafting information requests, due diligence lists, and management presentations, while developing written communications and maintaining confidentiality. This is an entry-level, non-exempt role with travel opportunities.

Qualifications

• Detail-oriented student with problem solving, communication, and analytical skills.
• Thorough financial statement analysis skills.
• The ability to work independently and also in a team environment, with a high degree of initiative, poise, and confidentiality.
• Demonstrates leadership qualities; driven to succeed.
• Solid technical proficiency in Microsoft Office applications (i.e. Word, Excel, PowerPoint).
• Preferred: Prior accounting or finance related internships.
• Pursuing a Bachelor’s or Master’s degree in Accounting or Finance (or similar field) at an accredited college or university.
• Academic success (a minimum cumulative GPA of 3.0).
• Completion of introductory accounting and finance courses.

Responsibilities

• Financial modeling including entering historical financial information, forecasting future periods and developing sound assumptions after checking the model for validity and correctness.
• Industry and company research and analysis of data.
• Some preparation of the selling document text which may include the creation of charts and other visuals, financial data and formatting.
• Additional written communication responsibilities may include involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagements letters, proposals and management presentations.

Skills

Detail-oriented

Problem solving

Communication

Analytical skills

Independent and team work

Leadership qualities

Microsoft Office proficiency

Education

Bachelor’s or Master’s in Accounting or Finance

GPA 3.0+

Intro accounting/finance courses completed

Prior internships (preferred)

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Applications are accepted on an ongoing basis. Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Who we are.

PMCF is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms. Our team of professionals has more than 230+ years of industry experience and is organized by industry, with specializations in Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, and Healthcare. We bring up-market analysis, strategy, and capability to the middle market by: Fostering a deep and trusting relationship with each client. Providing continuous senior level involvement throughout the process. Identifying potential impact risk factors and creating mitigating strategies. Leveraging the deep industry experience. Providing on-the-ground global coverage through our international colleagues through Corporate Finance International. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.

Your role.

You’ll help provide analytical and data driven components for the development of M&A transactions. Your work will include, but not be limited to:

• Financial modeling including entering historical financial information, forecasting future periods and developing sound assumptions after checking the model for validity and correctness.
• Industry and company research and analysis of data.
• Some preparation of the selling document text which may include the creation of charts and other visuals, financial data and formatting.
• Additional written communication responsibilities may include involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagements letters, proposals and management presentations.

The qualifications.

• Detail-oriented student with problem solving, communication, and analytical skills.
• Thorough financial statement analysis skills.
• The ability to work independently and also in a team environment, with a high degree of initiative, poise, and confidentiality.
• Demonstrates leadership qualities; driven to succeed.
• Solid technical proficiency in Microsoft Office applications (i.e. Word, Excel, PowerPoint).
• Preferred: Prior accounting or finance related internships.
• Pursuing a Bachelor’s or Master's degree in Accounting or Finance (or similar field) at an accredited college or university.
• Academic success (a minimum cumulative GPA of 3.0).
• Completion of introductory accounting and finance courses.

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require some travel.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk‑free firm (hey, nobody ‘s perfect) with a world‑class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.

So,what are you waiting for?

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in‑person model. We believe that face‑to‑face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.

Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug‑free workplace.

Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.

Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week.

• Highlights include health, dental, vision, disability, and life insurance.
• In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre‑determined holidays, as well as a 401(k) plan, flexible benefits plans, business‑related travel expense, lodging, and meal reimbursement for business‑related use.
• A pension plan is also available for eligible administrative and paraprofessional staff.
• A discretionary bonus plan is available for eligible staff.
• Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geometry.

For early career roles, including campus hires, we offer standardized, market‑based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $36.00 - $36.00

Our founders often referred to our firm as "a people firm disguised as an accounting firm." Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.