Senior Financial Analyst in Atlanta, GA at Vaco

Date Posted: 8/22/2019

Job Snapshot

  • Employee Type:
  • Location:
    Atlanta, GA
  • Job Type:
  • Experience:
    At least 3 year(s)
  • Date Posted:
  • Job ID:

Job Description

Vaco is seeking a Senior Financial Analyst for an investment banking firm in the Atlanta area. The Senior Analyst is designed to support the firm with handling the full cycle of deals within various industries. This role will support the Senior Bankers, Managing Directors, and Directors with all projects/deals by collecting, preparing, and providing detailed analysis in plans and presentations.

Job Duties

  • Creating and analyzing financial statements and data
  • Create and give presentations to upper level executives
  • Creating action plans based on findings and present to upper management
  • Manipulate and analyze financial models that look at M&A activity and initiatives
  • Prepare pro forma projections
  • Consolidate data for monthly and annual budget creation
  • Take on necessary assigned ad hoc projects
  • Guarantees policy and procedure compliance
  • Assist in building/hiring staff as campaign is completed and grows
  • Work in a transaction-based environment
  • Offer key execution support for senior bankers that provide coverage, merger and acquisition advisory, and capital markets solutions for insurance and insurance technology companies
  • Conduct research of industry trends and key topics; identify trends and create analysis forecasts
  • Provide in-depth financial and strategic analysis
  • Create client-facing pitchbooks and information memos
  • Perform valuation analytics and develop valuation models
  • Work in Excel models
  • Write CIM for distribution to potential clients
  • Conduct due diligence


  • Bachelor's degree in Finance or Accounting
  • 3+ years of relevant experience
  • Previous experience in investment banking
  • Advanced Excel
  • Good communication, especially when it comes to presenting information to various executives