Financial Analyst

The Financial Analyst role supports The Hinckley Company’s merger and acquisition activity for Hinckley Yachts. The position focuses on building financial models and valuation analysis, assisting with due diligence, and communicating results to the organization and shareholders. This is an on-site role in Dallas, TX for candidates currently located there or willing to relocate.

Responsibilities

• Develop financial models, valuation analyses, and pro-forma investment return analyses for potential acquisition targets.
• Collect, synthesize, and analyze financial and operating data for target markets and marinas.
• Research and develop prospect lists supporting targeted acquisition strategies and geographies.
• Monitor industry M&A trends to help inform competitive positioning and adoption of best practices.
• Support the creation of investment presentation materials by summarizing research, M&A analysis, and competitive benchmarking results.
• Assist with preparation of investment committee materials to support decision-making.
• Manage the acquisition pipeline, including prioritization of potential targets; support prospect meetings and lead communication of follow-up deliverables.
• Coordinate due diligence work streams across key functions (including legal, operations, finance, tax, IT, HR) to drive seamless integration.
• Assist with coordinating legal documentation for potential transactions.
• Scope, engage, and synthesize outputs from third-party due diligence projects.
• Prepare management updates aligned with organizational communication plans covering key due diligence findings.
• Review quality of earnings reports and incorporate findings into underwriting (as applicable).
• Develop and implement post-acquisition plans (strategic and tactical) to drive value.
• Ensure financial data is accurate, insightful, and delivered on time to support a culture of performance excellence and accountability within FP&A.

Requirements

• Bachelor’s degree in accounting, economics, finance, or mathematics (or similar).
• Previous experience in mergers & acquisitions, financial planning, or analysis is highly desirable but not required.
• Strong analytical skills to read, analyze, and interpret business and financial reports.
• Proven communication skills to translate financial information for a broad audience, including senior management and shareholders.
• Proficiency in MS Office tools: Word, Excel, and PowerPoint.
• Ability to travel periodically as required based on organizational and business needs.
• Valid driver’s license required.
• No sponsorship is offered for this role.

Location and Work Arrangement

This is an on-site position based in Dallas, TX. Candidates currently residing in Dallas, Texas are eligible, or individuals willing to relocate may apply.

Tools and Technologies

• MS Office (Word, Excel, PowerPoint)

Role Summary

The Financial Analyst will support Hinckley’s merger and acquisition activity by monitoring industry trends, performing in-depth financial analysis, and communicating findings effectively to the organization and shareholders.