BizWorth · 5 hours ago
Sr. Financial Analyst
Houston, TX
Full-time
Hybrid
Senior Level
$60K/yr - $80K/yrBizWorth is seeking a Senior Financial Analyst to support the firm’s valuation team through economic and industry research, financial analysis, and valuation model preparation. This role is designed for finance and accounting professionals who bring strong analytical fundamentals and are interested in applying those skills within the business valuation environment.
AccountingBankingCreditFinancial Services
Hiring Manager
Dan Darby
Responsibilities
Collect, analyze, and report national, regional, and local economic data, including employment, population, household income, and real estate trends
Identify and document industry trends and company-specific factors relevant to valuation
Gather, review, and analyze data used to support valuation conclusions, including financial statements, tax returns, sales contracts, partnership agreements, economic data, appraisals, comparable transactions, budgets, and forecasts
Support the preparation of detailed and summary valuation reports, delivered in both written and verbal formats
Assist in organizing findings into clear, defensible conclusions for client delivery
Contribute to process improvement initiatives, including streamlining and automation of existing workflows
Qualification
Required
High level of proficiency in financial statement analysis, including income statements, balance sheets, and cash flow statements
Ability to identify inconsistencies, missing items, or unusual trends in financial data
Advanced Excel skills including linking sheets, reorganizing data, and tracing formulas
Ability to follow detailed processes with accuracy and consistency
Strong attention to detail and accuracy
Ability to recognize patterns and think critically about financial information
Capacity to summarize findings in a clear, structured manner
Ability to prepare professional questions, notes, and summaries
Native level of English fluency in speaking, writing, and reading
Bachelor's degree in Accounting or Finance from a respected institution known for strong quantitative and financial reporting programs
Preferred
Experience in financial statement review, audit support, accounting, or tax
Familiarity with valuation concepts such as seller discretionary earnings, earnings before interest taxes depreciation and amortization, and nonrecurring adjustments
Experience supporting U.S. clients or working in a professional services environment
Company
BizWorth
BizWorth provides business valuations to financial, legal professionals and business owners.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase