Financial Analyst
Woodbridge
| Company | Woodbridge |
| Category | Finance |
| Location | US |
| Remote | — |
| Employment | Not stated |
| Level | Entry |
| Salary | Not stated by the employer |
| First seen | 24 Jul 2026 (the employer did not state a posting date) |
| Last verified | 10 Aug 2026 |
| Source | Employer ATS (bamboohr) |
Description
Woodbridge Financial Analysts are responsible for the following:
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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
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Adjusting financial statements according to standard M&A market practices
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Preparing financial forecasts based on client order backlog and sales pipeline, and any reasonable assumptions discussed with the client
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Preparing financial write-ups that explain company performance as well as the assumptions supporting forecasts
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Tracking clients’ performance while they are in market or under LOI
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Interacting with time-sensitive business owners/entrepreneurs and C-level executives to obtain, discuss and clarify information
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Proactively managing client expectations
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Collaborating with colleagues from other departments working on the same deal and keeping them informed of material developments
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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:
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Strong analytical skills
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Critical thinking
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Attention to detail
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Flexibility to handle new responsibilities and changing priorities
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Ability to multi-task and accept challenges
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Solid time- and project-management skills
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Proficiency at Word, Excel, and Power Point
Candidates with the following are preferred:
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Thorough understanding of US GAAP
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Background in financial analysis, M&A, business administration, accounting, or auditing
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Strong interpersonal and communication skills