Experienced Analyst

Mercer Capital; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial advisory firm is looking for a Financial Analyst to join their team in Dallas, Texas. This role requires a Bachelor's degree and involves financial modeling, industry research, and client communications. The ideal candidate should possess strong writing, quantitative, and communication skills and have professional experience in finance or accounting. This in-office position emphasizes personal and professional growth within an entrepreneurial enviroment.

Qualifications

• Two to five years of professional experience in finance or accounting preferred.
• Candidates towards CFA, CPA, ASA, or ABV will receive preference.
• Must be eligible to work in the U.S. without employer sponsorship.

Responsibilities

• Conduct financial modeling and analysis.
• Prepare due diligence questions for client meetings.
• Participate in client meetings and communications.

Skills

Financial modeling and analysis

Industry and company research

Report writing

Communication skills

Proficiency in Microsoft Office

Education

Bachelor's degree (GPA of 3.5 or higher)

Job description

Mercer Capital seeks talented individuals who want to develop a meaningful career in finance at an established and growing firm. Both Financial Analyst and Senior Financial Analysts roles are available for the right candidate.

Mercer Capital provides a unique opportunity to further your professional development while working shoulder-to-shoulder with talented and committed senior professionals. As an analyst, you will gain a broad range of corporate finance experience by providing a variety of financial advisory services.

Mercer Capital is an employee-owned business valuation and financial advisory firm. Our clients range from private family-owned businesses to public corporations, from smaller companies to large multinationals across a broad range of industries. In a typical year, we complete approximately 750+ engagements, many of which include the valuation of complex multi-entity organizations. Our services include valuations of businesses and securities for the purpose of financial reporting, employee stock ownership plans, tax planning, transaction consulting, and litigation support.

Responsibilities of the Position

Financial modeling and analysis

Performing industry and company research

Preparing due diligence questions for client calls and meetings

Participating in client meetings and communications

Report writing and documentation

Qualifications

Bachelor’s degree (GPA of 3.5 or higher).

Proficiency in Microsoft Office (Excel, PowerPoint, Word) required.

Two to five years of professional experience in economics, mathematics, finance, and/or accounting (preferably in corporate finance, valuation, or a related field).

Outstanding writing, quantitative, and communication skills are required. The position is both writing and spreadsheet intensive.

Candidates who have progressed toward or attained the CFA, CPA, ASA, ABV, or other professional designations will receive preference.

Must be eligible to work in the U.S., without employer sponsorship, at the time of hire and in the future.

Locations

Houston, Texas

Winter Park, Florida

This is an in-office position.

Mercer Capital is a platform for personal and professional growth.

Join our rapidly growing team of bright, curious, and ambitious professionals in an entrepreneurial work environment that will support your growth.

To apply, email your information to Huxley Maury, VP of Human Resources.

You will receive a response within a few days confirming receipt of your materials and providing information on what comes next in the recruitment process.