Note: The job is a remote job and is open to candidates in USA. Vision Point Capital is a business transition advisory firm providing valuation, ESOP, and M&A advisory services to privately held companies and their advisors. The Analyst will support valuation engagements by analyzing financial information, building models, researching industries and transactions, and preparing workpapers and reports, while also contributing to M&A and quality of earnings engagements.
Responsibilities
- Analyze historical financial results, management projections, and other company information
- Build and maintain financial models and supporting schedules
- Research industries, market conditions, comparable companies, and relevant transactions
- Assist with analyses of earnings, cash flow, risk, and other factors that affect business value
- Prepare exhibits, workpapers, and draft report sections for senior review
- Investigate inconsistencies or gaps in the information provided and document your findings
- Support valuation engagements for a range of purposes, including business transitions, ESOPs, and other client needs
- Help prepare and review financial information used in sell-side engagements
- Assist with transaction materials, buyer research, and financial analyses
- Organize information for buyer diligence and help track requests and responses
- Work with the deal team to identify financial trends and questions that may affect a transaction
- Analyze financial statements, general ledgers, trial balances, and supporting company records
- Prepare schedules covering revenue, margins, expenses, cash flow, working capital, and historical operating trends
- Assist with the analysis of potential adjustments to reported earnings
- Prepare organized workpapers and exhibits for senior review
- Help identify information gaps and track requests during financial diligence
Skills
- Bachelor's degree in Accounting, Finance, Economics, or a related field
- Strong understanding of financial statements and accounting fundamentals
- Strong Excel skills and comfort working with detailed financial data
- Ability to produce accurate, well-organized work and explain your findings clearly
- Strong analytical judgment and willingness to ask questions when information does not reconcile
- Ability to manage multiple assignments and meet deadlines
- Professional discretion when handling confidential client and transaction information
- Experience in business valuation, audit, transaction advisory, investment banking, corporate finance, or a related analytical role
- Exposure to financial modeling, valuation methods, or M&A transactions
- Familiarity with accounting data from systems such as QuickBooks
- Progress toward a CPA, CFA, or valuation credential
- Quality of earnings or financial due diligence experience
Benefits
- Remote work, provided the employee is based in the Tampa / St. Petersburg / Sarasota area
- Opportunity to learn from experienced advisors across disciplines
- Opportunity to develop a strong foundation in valuation and transaction analysis
Company Overview