Senior Analyst - Corporate Finance

Chartwell Financial Advisory’s Corporate Finance practice supports shareholders, boards of directors, and management teams with independent, solutions-based investment banking and advisory services. In this Senior Analyst role, you will help execute corporate finance mandates through due diligence, financial modeling, valuation, and transaction execution across M&A and capital-raising engagements.

This Minneapolis, MN onsite position provides hands-on involvement on deal teams, with close work alongside senior professionals and exposure to a range of industries and complex transactions.

Key Responsibilities

• Contribute to due diligence, financial modeling, and valuation work across sell-side M&A, buy-side M&A, capital raises, and employee stock ownership plan (ESOP) implementations
• Perform due diligence activities with clients, including developing detailed financial analyses
• Support development of company valuations and evaluation of different transaction structures
• Prepare company presentations, including pitch materials and confidential information presentations
• Gain transaction experience by supporting deal teams and working side-by-side with senior professionals
• Take on substantial responsibility across multiple engagements and develop toward the ability to generate and execute transactions independently

Requirements

• Bachelor’s degree (required)
• 2-3 years in investment banking, transaction advisory, QoE, valuation, accounting advisory, consulting, corporate development, or other finance-related roles (required)
• Preferred experience includes cash flow modeling, a comprehensive understanding of valuation methods, ESOP understanding, leverage finance, and transaction structuring
• Strong analytical capabilities and deep knowledge of accounting and corporate finance theories
• Advanced Excel experience for financial and cash flow modeling
• Excellent verbal and written communication skills, including the ability to communicate with clients and build compelling PowerPoint business presentations
• High attention to detail and commitment to delivering high-quality work products
• Highly motivated with strong learning and problem-solving ability
• Strong work ethic, organizational skills, and ability to multitask

Corporate Finance Practice Overview

• Independent, solutions-based advice and investment banking services designed to optimize client objectives
• Expertise in mergers and acquisitions, capital markets, and strategic alternatives
• Industry-recognized, relationship-based advice with hundreds of executed transactions across all industry sectors throughout the U.S. and internationally

Tools & Technologies

• Excel
• PowerPoint

Compensation: USD 110,000 - 120,000 per year.

Location: Minneapolis, MN (onsite).