Associate/VP, Financial Modelling, Corporate Valuation Advisory Services - Multiple Locations

Houlihan Lokey; Dallas (TX); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Competitive benefits package

Discretionary incentive compensation

Job summary

Houlihan Lokey is seeking a Financial Modelling professional in Dallas to design and analyze complex financial models, supporting strategic decision-making for clients. The ideal candidate will have significant Excel proficiency and a passion for financial modelling, coupled with strong communication skills.

The position offers a competitive salary range of $120,000 - $200,000, depending on experience and qualifications. Join us in a dynamic environment where you will contribute to significant financial projects.

Qualifications

• 2+ years of Financial Modelling experience.
• Strong commercial awareness and ability to identify financial performance drivers.
• Passion for Financial Modelling, highly motivated, and logical thinker.

Responsibilities

• Design, build and test integrated financial models for transaction projects.
• Review financial models to ensure logical soundness.
• Present results and key metrics to senior management.

Skills

Financial modelling

Excel proficiency

Critical thinking

Communication skills

Knowledge of corporate finance

Education

Bachelor’s degree in business, Finance, or Accounting

Tools

Tableau

SQL Server

VBA

Job description

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data‑driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Business Unit

Financial And Valuation Advisory

Industry

Corporate Valuation Advisory Services

Financial and Valuation Advisory

Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Role Overview

At Houlihan Lokey (“HL”), Financial Modelling professionals provide robust quantitative analysis and insight, while leveraging business acumen, corporate finance skillset and advanced Excel knowledge, to drive and support clients’ strategic and operational decision making. We operate in a fast‑paced, dynamic deal environment. Corporations, banks and financial sponsors often rely on a business model and require a degree of independent comfort that such a model is free from logical errors. Developing an effective business model, to evaluate a transaction, a new market opportunity or for other strategic purposes, can be a time consuming, resource consuming task. Our Financial Modelling professionals also help provide model review and validation services to ensure logical and financial soundness of a financial model by incorporating review tools, coding review and shadow analysis.

Key Responsibilities

As a Financial Modelling professional, one would expect to spend most of their time designing, building and testing integrated financial models for transaction decision‑related projects or for forecasting purposes for our clients. You’ll need a strong knowledge of Excel and its application in the corporate finance world, be flexible and adaptable when it comes to different projects. Reviewing financial models is vital and you’ll arrive at preliminary conclusions to ensure we provide the best service for our clients. Knowledge of analytical tools and techniques would also further augment your skillset.

Skills And Attributes For Success

• Designing and developing financial models as well as reviewing and validating them; incorporating operational, tax, accounting and financing aspects across a range of sectors
• Referencing models against deal documents
• Understanding of Excel and how it can be applied to corporate finance to drive decision‑making
• Comfortable with presentations to C‑Suite
• Attending business development presentations with client
• Presenting to senior management results and key metrics of the business and team performance
• Strong critical and logical thinking to deal with and simplify complex situations for effective decision‑making
• Attention to minor details coupled with intellectual curiosity
• Communicating effectively with the engagement manager, the client, and the wider team in a concerted effort towards delivering work products of the highest standard
• Adept at using latest technology to enhance the effectiveness of services provided and be a leader in learning and adopting new tools and techniques and how they can be applied to client situations
• Assist with preparation of marketing material and business development activities
• Experience with project finance modelling
• Prior experience in corporate finance function, FP&A, valuation, fund operations, private equity, hedge fund, is a plus

Basic Skills

• Bachelor’s degree in business, Finance, or Accounting competencies
• Strong commercial awareness and an ability to identify the factors that drive financial performance
• 2+ years of Financial Modelling experience
• Proficiency including Word and PowerPoint
• A passion for Financial Modelling; highly motivated, and logical thinker are essential to this role
• Strong interpersonal and communication skills
• Willingness to learn additional tools

Other Preferred Skills

• CFA or CPA certification or significant progress towards these or similar certifications
• Experience with one or more of the following software packages: MS Access; SQL Server; Data Visualization applications (e.g., Tableau, MS Power BI); Statistical packages (e.g. MATLAB, SPSS); VBA; C#, R or Python

Compensation And Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$120,000 - $200,000
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

Benefits

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

Equality Statement

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.