M&A Financial Modeling & Strategy Analyst

Synthires; California; On-site; USD 140,000 - 240,000; Full time

Job summary

Synthires is seeking experienced investment banking professionals to support a customer project focused on improving financial data analysis, financial modeling, and industry research. The role emphasizes practical investment banking insights, transaction analysis, and expert evaluation.

Candidates should bring strong M&A and advisory experience, advanced Excel modeling skills, and excellent communication. Prior AI experience is not required, and you will work on research, screening, and

Qualifications

• Strong professional experience in investment banking, M&A, industry coverage, or financial advisory.
• Substantial hands-on experience with acquisition or sale processes.
• Advanced proficiency in Excel-based financial modeling.
• Strong understanding of valuation methodologies, comparable company analysis, and transaction analysis.
• Experience in company research, industry research, and target screening.
• Experience preparing and reviewing pitchbooks and transaction materials.
• Strong analytical, problem-solving, and review skills.
• Ability to identify numerical inaccuracies, weak assumptions, and strategic weaknesses.
• Excellent written and verbal communication skills and attention to detail.

Responsibilities

• Conduct company and industry research to support financial analysis.
• Perform buyer and target screening, comparable company analysis, and financial modeling.
• Build, update, and troubleshoot Excel-based valuation and transaction models.
• Ensure models are accurate, logically consistent, and well-structured.
• Prepare and review pitchbooks and client-facing transaction materials.
• Analyze transaction scenarios and communicate strategic rationale and key deal considerations.
• Review financial analyses and presentations for numerical errors, weak assumptions, and unclear reasoning.
• Provide actionable feedback to improve analytical accuracy and quality.
• Explain accounting treatments, valuation adjustments, deal sensitivities, and financial assumptions.
• Communicate complex financial concepts clearly to different audiences.

Skills

Investment banking experience

Financial analysis

Excel-based modeling

Valuation & deal analysis

Communication skills

Tools

Excel

Job description

Synthires is seeking experienced investment banking professionals to support a customer project focused on improving financial data analysis, financial modeling, and industry research. The role emphasizes practical investment banking insights, transaction analysis, and expert evaluation.

Candidates should bring strong M&A and advisory experience, advanced Excel modeling skills, and excellent communication. Prior AI experience is not required, and you will work on research, screening, and