Financial Analyst: Mergers & Acquisitions

Taqitz Advisors, LLC; Greenwood Village (CO); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

PTO

401(k)

Disability Insurance

Life Insurance

Job summary

Taqitz Advisors, LLC is seeking a Financial Analyst specializing in mergers and acquisitions. The role supports data analysis, financial modeling, due diligence, and post-merger integration across multiple industries.

Location is Lake Oswego, OR or Greenwood Village, CO with up to 25% travel. Base salary ranges from $70,000 to $100,000, with competitive benefits for full-time exempt employees.

Qualifications

• Experience: 0–2 years in finance, accounting, data science, or related field preferred.
• Understanding of GAAP as applied to business transactions and financial analysis.
• Credentials such as CPA/CFA coursework preferred but not required.

Responsibilities

• Extract, transform, and analyze financial and operational data to identify insights.
• Identify patterns and trends within data and communicate trends clearly.
• Develop and demonstrate a foundational understanding of GAAP in business transactions.
• Summarize and communicate analytical findings and recommendations.

Skills

Integrity

Insatiable Curiosity

Sustained Commitment

Continuous Learning

Autonomous Work

Foundational Knowledge

Resilience

Education

Bachelor’s degree in finance, accounting, information technology, data science, or related field

CPA or CFA coursework preferred

Job description

Financial Analyst: Mergers & Acquisitions

Location Lake Oswego, OR or Greenwood Village, CO

Base salary $70,000 – $100,000

Employment Full-time, exempt

Travel Up to 25%

Applications Open until filled

At Taqitz Advisors, problem-solving is at the core of our mission. We are committed to optimizing outcomes for our clients, fostering growth and development of our team, and cultivating an environment of excellence where team success is paramount. We specialize in mergers and acquisitions with a focus on financial due diligence, post-merger integration, and financial modeling. Our team collaborates with numerous companies each year across various industries, leveraging skills in finance, accounting, and data science.

Coupling i) our team's open-minded commitment to learning with ii) Taqitz Advisors' approach to accelerated growth and development creates an optimized learning opportunity. In our connected, project-based work environment, team members collaborate to solve problems and benefit from direct coaching from highly regarded industry leaders and team members with experience applying Taqitz's approach. We prioritize developing optimized solutions and outcomes, rather than a 'check the box' approach.

Our positions offer unique benefits, in addition to providing an exceptional work environment, competitive salary, and bonuses that reward aptitude and contributions to both the team and the organization.

Key Capabilities and Responsibilities

Data Analysis and Interpretation

• Extract, transform, and analyze companies' financial and operational data to identify valuable insights.


• Identify patterns and trends within data.


• Connect, discuss, and communicate data trends, identifying causal relationships to real-world events.

Creative Problem Solving

• Ability to identify company and process challenges and contribute to elegant solutions.


• Think creatively to address analytical challenges in dynamic environments.


• Adapt to change and collaborate with others to find solutions.

Business Analysis and Financial Proficiency

• Develop and demonstrate a foundational understanding of Generally Accepted Accounting Principles (GAAP) as applied to business transactions.


• Understand GAAP departures and their connection to returns on investment and key client issues.


• Read, interpret, and relate contracts and documents to business needs and solutions.


• Summarize and effectively communicate analytical findings and recommendations.

Key Skills

• Integrity: Tell the truth, especially when it is unwelcome or costs you. Report findings as they are, not as others hope they will be. Our clients rely on the accuracy and candor of every analysis we deliver.


• Insatiable Curiosity: Actively seek opportunities to learn. Understand not only the \"why?\" and \"how?\" but also the \"why not?\" and \"how can it be done better?\" to build a supportable and defensible position.


• Sustained Commitment: Pursue difficult goals over long periods. Keep working a hard problem through setbacks until it is solved.


• Continuous Learning: Embrace a learning mindset. Actively commit to learn from each experience, utilize available resources, and proactively seek help when needed to achieve desired outcomes.


• Autonomous Work: Own outcomes, navigate uncertainty, and adapt to change while making real-time decisions. Proactively seek coaching from more experienced or specialized resources when necessary to enhance proficiency.


• Foundational Knowledge: Display proficiency in core concepts related to accounting, finance, data science, mathematics and statistics, and/or valuation. Grow through developing a cross-functional professional skillset applicable to ambiguous situations.


• Resilience: Approach adversity as an opportunity for growth. Actively seek and incorporate feedback and maintain a dedication to continuous improvement and professional-personal growth.

Professional Experience and Education

0–2 years of experience, with a bachelor's degree in finance, accounting, information technology, data science, or a related field preferred.

Credentials

Completed coursework for CPA or CFA accreditation preferred.

Job Type

Full-time exempt with a base salary ranging from $70,000 to $100,000, depending on qualifications. Benefits include medical, dental, vision, PTO, 401(k), short- and long-term disability, life insurance, and more for full-time employees.

Location

Lake Oswego, OR or Greenwood Village, CO.

Travel

Up to 25%.

Anticipated Start Date

July 2027 for all hires. Candidates must graduate by June 2027.