Financial Analyst (Part Time) - Kerrigan Advisors

Kerrigan Advisors seeks an accounting and/or finance-trained, can-do individual whose primary responsibility is to support our entrepreneurial team as a Financial Analyst. This position calls for a self-starter with problem solving, critical thinking and exceptional time management skills. The Financial Analyst must also demonstrate strong organizational skills, written and verbal proficiency, as well as the ability to complete multiple projects independently in a timely, accurate, and cost-effective manner. The position is part-time to start, with the potential of increasing to a full-time position as firm needs expand.

Kerrigan Advisors is the leading sell-side advisor focused on the auto retail industry, having represented on the sale of 275+ dealerships and generating over $9 billion in client proceeds since 2015. In addition to sell-side services and M&A transaction work, Kerrigan Advisors offers a unique suite of consulting services which include acquisition & expansion strategy, valuation guidance for acquisitions, partner buyouts and estate planning, annual dealership group valuation assessments and benchmarking, professional presentations and open point proposals, real estate advisory and growth strategy workshops. See our website at www.kerriganadvisors.com for additional information about our firm.

The role involves the following:

• Entering financial statement data into our financial model template
• Preparation of data metrics, adjusted earnings analyses and projections in financial models to be used in valuation assessments and transactions
• Preparing schedules, calculations and summaries of data to support data metrics within financial models
• Reviewing and analyzing dealership financial statements
• Researching market demographics, local and national economies, and other key data points to be used in presentations and industry reports
• Inserting and formatting tables, charts and graphs into client presentations in PowerPoint
• Maintaining internal databases with key performance metrics
• Communicating with team members on progress
• Attending team meetings

Requirements:

• Bachelor’s degree
• Minimum of 2 years in an accounting or finance position
• Public accounting or M&A transaction experience is preferred
• Effective communicator and ability to work on team-oriented projects
• Strong organizational skills and attention to detail
• Good conceptual and critical thinking skills
• Deep experience working with Microsoft Word, Excel, & PowerPoint
• Experience working in or an interest in dealerships or auto retail a plus, not required

Base Compensation: ~$80,000 - $100,000 annualized compensation (depending upon experience), pro-rated for agreed upon part time schedule, healthcare benefits and retirement plan matching.

This is a great career opportunity for the right candidate looking to shift from public accounting or investment banking to a role with meaningful project-based work in a stable and predictable-hour arrangement.

Please submit your cover letter and resume to kaylee@kerriganadvisors.com.

Your application will not be reviewed without the submission of a cover letter

The cover letter should include specific reasons for interest in our firm, recent achievements in your current position, and how these align with this role. Please also specifically address your ability to meet the requirements for this position.