Financial Analyst
woodbridge Open At a glance
Mid-level FP&A role at woodbridge. United States · full-time · no salary stated · we estimate $82,500–$141,394 across the United States.
woodbridge has not published a salary for this role. The figure below is our estimate, not theirs.
financeroles summary, based on the employer's posting.
What you'll do
- Review client financial statements, sales and supplier activity to spot issues before buyers assess the business
- Rework statements using standard M&A market conventions, then forecast results from backlog, sales pipeline and agreed assumptions
- Write performance summaries that explain company results and the thinking behind forecasts
- Monitor clients during the sale process or under LOI, and get timely details from owners and senior executives
- Keep clients informed, coordinate with deal colleagues and update management on progress or obstacles
What you bring
- Strong analysis, sound judgment and close attention to detail
- You can manage competing work, shifting priorities and deadlines while taking on new responsibilities
- You work proficiently in Word, Excel and PowerPoint
Who this fits
This role suits a detail-focused analyst comfortable working with business owners and senior executives under time pressure. You’ll coordinate across departments and report deal progress and potential roadblocks to management. Familiarity with US GAAP or experience in financial analysis, M&A, accounting or auditing is preferred.
From the employer
Woodbridge Financial Analysts are responsible for the following:
Analyzing client financial statements and data such as sales and supplier transactions to identify any issues that must be addressed when presenting the company to buyers
Adjusting financial statements according to standard M&A market practices
Preparing financial forecasts based on client order backlog and sales pipeline, and any reasonable assumptions discussed with the client
Preparing financial write-ups that explain company performance as well as the assumptions supporting forecasts
Tracking clients’ performance while they are in market or under LOI
Interacting with time-sensitive business owners/entrepreneurs and C-level executives to obtain, discuss and clarify information
Proactively managing client expectations
Collaborating with colleagues from other departments working on the same deal and keeping them informed of material developments
Regularly reporting to management on the status of each deal they are working on and any potential issues or roadblocks that arise
This position requires:
Strong analytical skills
Critical thinking
Attention to detail
Flexibility to handle new responsibilities and changing priorities
Ability to multi-task and accept challenges
Solid time- and project-management skills
Proficiency at Word, Excel, and Power Point
Candidates with the following are preferred:
Thorough understanding of US GAAP
Background in financial analysis, M&A, business administration, accounting, or auditing
Strong interpersonal and communication skills
FP&A work from LinkedIn, X, Reddit and Upwork, in one list.
Each morning you get everything that fits, strongest first.
FP&A
Find me workBy the team behind financeroles.