Financial Analyst - Merges & Acquisition - Brokerage - CA/CPA/CFA

IMO | Financial Analyst | Remote| CA | M&A

Job Description:

Brokerage firm operating globally. Looking for Integration Management financial Analyst

Key Responsibilities:

1. Financial Tracking and Reporting:

- Monitor and track all integration-related costs and expenditures in accordance with pro-forma targets.

- Develop and maintain detailed financial reports and dashboards to provide visibility into integration costs.

- Ensure accurate and timely reporting of financial performance against integration budgets.

2. Risk Management:

- Identify and flag key financial integration risks.

- Support leadership in developing and analyzing risk mitigation strategies and work with cross functional teams to implement them.

- Monitor and report on the status of financial risks throughout the integration process.

3. Operational Finance Accountabilities:

- Handle day-to-day operational finance tasks related to the integration.

- Ensure compliance with corporate financial policies and procedures.

- Support the preparation of financial statements and other regulatory reporting requirements.

- Support M&A leadership in the evaluation of investments in the M&A process across various merger partners.

4. Change Management:

- Assist in navigating financial changes resulting from the integration.

- Work closely with the integration team to ensure smooth financial transitions.

- Provide financial insights and recommendations to support decision-making during the integration process.

5. Resource Tracking:

- Track resourcing needs for the integration.

- Translate data into work products that depict how financial resources are allocated

- Monitor resource utilization and provide regular updates to the integration management team.

Qualifications:

- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.

- CPA, CFA, or other relevant professional certification is a plus.

- Minimum of 3-5 years of experience in financial analysis, preferably in an integration or M&A environment.

- Strong understanding of financial principles, budgeting, and forecasting.

- Excellent analytical and problem-solving skills.

- Proficiency in financial software and tools (e.g., Excel, ERP systems, PlanView).

- Strong communication and interpersonal skills.