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Financial Analyst

Woodbridge
CompanyWoodbridge
CategoryFinance
LocationUS
Remote
EmploymentNot stated
LevelEntry
SalaryNot stated by the employer
First seen24 Jul 2026 (the employer did not state a posting date)
Last verified10 Aug 2026
SourceEmployer ATS (bamboohr)
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Description
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