Houlihan Lokey · 4 hours ago
Associate/VP, Financial Modelling, Corporate Valuation Advisory Services - Multiple Locations
Dallas, TX, USA
Full-time
Onsite
Mid Level
$120K/yr - $200K/yr
2+ years expHoulihan Lokey is a leading global investment bank recognized for delivering independent strategic and financial advice. The role involves designing, building, and testing integrated financial models to support transaction decisions and forecasting for clients, requiring strong analytical skills and attention to detail.
BankingFinanceFinancial Services
Responsibilities
Designing and developing financial models as well as reviewing and validating them; incorporating operational, tax, accounting and financing aspects across a range of sectors
Referencing models against deal documents
Understanding of Excel and how it can be applied to corporate finance and to drive decision-making
Comfortable with presentations to C-Suite
Attending business development presentations with client
Presenting to senior management results and key metrics of the business and team performance
Strong critical and logical thinking to deal with and simplify complex situations for effective decision-making
Attention to minor details coupled with intellectual curiosity
Communicating effectively with the engagement manager, the client, and the wider team in a concerted effort towards delivering work products of the highest standard
Adept at using latest technology to enhance the effectiveness of services provided and be a leader in learning and adopting new tools and techniques and how they can be applied to client situations
Assist with preparation of marketing material and business development activities
Experience with project finance modelling
Prior experience in corporate finance function, FP&A, valuation, fund operations, private equity, hedge fund, is a plus
Qualification
Required
Bachelor's degree in business, Finance, or Accounting competencies
Strong commercial awareness and an ability to identify the factors that drive financial performance
2+ years of Financial Modelling experience
Proficiency including Word and PowerPoint
A passion for Financial Modelling; highly motivated, and logical thinker are essential to this role
Strong interpersonal and communication skills
Willingness to learn additional tools
Designing and developing financial models as well as reviewing and validating them; incorporating operational, tax, accounting and financing aspects across a range of sectors
Referencing models against deal documents
Understanding of Excel and how it can be applied to corporate finance and to drive decision-making
Comfortable with presentations to C-Suite
Attending business development presentations with client
Presenting to senior management results and key metrics of the business and team performance
Strong critical and logical thinking to deal with and simplify complex situations for effective decision-making
Attention to minor details coupled with intellectual curiosity
Communicating effectively with the engagement manager, the client, and the wider team in a concerted effort towards delivering work products of the highest standard
Adept at using latest technology to enhance the effectiveness of services provided and be a leader in learning and adopting new tools and techniques and how they can be applied to client situations
Assist with preparation of marketing material and business development activities
Experience with project finance modelling
Prior experience in corporate finance function, FP&A, valuation, fund operations, private equity, hedge fund, is a plus
Preferred
CFA or CPA certification or significant progress towards these or similar certifications
Experience with one or more of the following software packages: MS Access; SQL Server; Data Visualization applications (e.g., Tableau, MS Power BI); Statistical packages (e.g. MATLAB, SPSS); VBA; C#, R or Python
Company
Houlihan Lokey
Houlihan Lokey is an investment bank specializing in mergers and acquisitions, capital solutions, and financial restructuring.
1001-5000 employees
H1B Sponsorship
Houlihan Lokey has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (30)
2023 (21)
2022 (30)
2021 (67)
2020 (26)
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-12IPO
2005-10-31Acquired
Leadership Team
Austin Smith
Senior Vice President
Miguel Mireles
Vice President Investment Banking
Recent News
2026-02-03
Private Banker International
2026-01-23
Alternative Credit Investor
2026-01-22
Company data provided by crunchbase