VonLehman CPA & Advisory Firm is seeking a Mergers & Acquisitions Analyst to join their growing team!

For over 70 years, VonLehman has focused on making a difference in our employees’ lives. At Vonlehman, you will have the opportunity to work closely with your peers and clients to develop your leadership, technical and professional skills while working on challenging and exciting engagements.

Our Mergers & Acquisitions department is an investment banking team imbedded within our firm. This is a stand alone department focused on supporting our client needs with mergers, acquisitions, and capital raises.

We offer career progression and growth opportunities. We have a fun, collaborative work environment that offers a smart casual dress code and we take work/life balance seriously. Our leading edge facility includes an on-site Café and advanced technology systems and equipment. The success of VonLehman can be directly attributed to the firm’s employees. We make substantial investments in hiring, developing and retaining our employees. We have been recognized for our community involvement and company culture, including being named a Best Place to Work by the Cincinnati Business Courier, a Top Workplace by The Cincinnati Enquirer, a Top 200 CPA Firm by Inside Public Accounting, and a Live United 100 company by United Way.

PRIMARY DUTIES AND RESPONSIBILITIES

• Prepare in-depth financial overviews, analyze financial trends, and prepare financial models for purposes of measuring cash flows and performing valuations.
• Collect qualitative client or prospect information for purposes of aggregating and presenting in summarized format.
• Schedule and administer internal calls with key stakeholders
• Coordinate logistics for onsite due diligence
• Participate in the outbound call/email/contact efforts on sell-side and buy-side transactions.
• Prepare company profiles of potential acquisition targets for buy-side clients.
• Maintain CRM database.

REQUIRED SKILLS AND EXPERIENCE

• One year industry experience with knowledge of Data Analysis, Financial Modeling & Financial Reporting
• Strong work ethic and positive attitude
• Excellent verbal & written communication skills
• Strong attention to detail & multi-tasking skills
• Proficiency with Microsoft Office Suite with advanced knowledge of Excel
• Ability to do necessary research
• Experience with Capital S&P or Capital IQ/Pitchbook

GENERAL SKILLS

• Ability to work in a team environment
• Time management skills
• Is compliant with administrative tasks and deadlines, such as time entry, response to appointments, completion of goals and performance review.

EDUCATION REQUIREMENTS

Bachelors or Advanced Degree in Finance or Economics.