Experienced Associate, Transaction Opinions & Board Advisory

About the position Responsibilities • Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions, including discounted cash flow analyses, market-based comparable company and precedent transaction analyses, and three-statement modeling • Having primary ownership for the development and review of board-level presentations and reports • Coordinating engagement execution and timelines, at the instruction of senior deal team members, and providing oversight to analysts • Reviewing information and tracking open items across active engagements, preparing diligence agendas to support diligence processes and inform in-process valuations and analyses • Coordinating with clients and, at times, leading diligence efforts or information gathering processes • Preparing marketing materials for meetings with potential or existing clients and supporting the senior members of the Transaction Opinions & Board Advisory team Requirements • Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.) • Advanced financial modeling and Microsoft Excel skills • Strong writing skills and experience with PowerPoint and Microsoft Word • Effective organizational skills and the aptitude to manage people and work products • Strong communication skills and experience interacting with teammates and clients • Three to five years of professional experience in the financial services industry, such as investment banking or valuations is strongly preferred • Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate) • Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Nice-to-haves • Active CPA and/or minimum of CFA Level I is preferred, but not required Benefits • We offer a comprehensive package of benefits including medical, dental, and vision insurance, and retirement benefits to eligible employees. Apply Now Apply Now