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Showing 17 Corporate Finance jobs in Madison

Relationship Manager - Corporate Asset Finance

53786 Madison, Wisconsin EverBank

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**Relationship Manager -Corporate Asset Finance**
The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets.
**Key Responsibilities and Duties**
+ Develops prospect and customer databases to generate direct and indirect leads.
+ Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters.
+ Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions.
+ Ensures overall customer satisfaction by managing all day-to-day customer facing requirements.
+ Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers.
+ Develops specialized product knowledge and financing expertise for covered industries.
+ Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses.
**Minimum Qualifications:**
+ 5 years of Corporate Asset Finance or Large Equipment Finance experience
+ Proficient in lease structuring and pricing (Supertrump)
**Preferred Qualifications:**
+ Tenured direct relationship management/origination experience
+ Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc.
+ Significant direct "cold calling" experience
**Educational Requirements**
+ University (Degree) Preferred
**Role Specific Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**Additional Job Description:**
+ This position will focus on lending and leasing through direct relationships.
Posting End Date: 11/03/25
**Job Seeker Notice**
EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers ( Range** $182,100 - $246,400
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
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Advisor, Financial Planning & Analysis

53786 Madison, Wisconsin Cardinal Health

Posted 2 days ago

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**_What Financial Planning & Analysis contributes to Cardinal Health_**
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**Responsibilities**
+ Lead the FP&A function for the Packaging Solutions business unit, serving as a strategic advisor to senior leadership on financial performance, planning, and decision-making.
+ Oversee the design, development, and continuous improvement of standardized reporting and consolidation tools for actuals, budgets, and forecasts.
+ Drive the annual budgeting and forecasting processes, ensuring alignment with corporate objectives and business unit strategies.
+ Deliver high-quality, timely financial reporting and performance analysis to enable data-driven decisions that support business growth and profitability.
+ Partner cross-functionally with business leaders, finance teams, and operational stakeholders to support strategic initiatives and optimize financial outcomes.
+ Lead month-end close activities, ensuring accuracy and integrity of financial results.
+ Lead and manage the end-to-end Order-to-Cash (OTC) process, ensuring efficient invoicing, collections, and cash application while driving process improvements, compliance, and cross-functional collaboration.
+ Support ad hoc financial analysis, scenario modeling, and executive presentations as needed.
**_Qualifications_**
+ 4-8 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $80,900-$115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 11/28/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
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Senior Financial Planning & Analysis Analyst

53786 Madison, Wisconsin FranklinCovey

Posted 1 day ago

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**"We enable greatness in people and organizations everywhere.** "
FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ ,? _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.
To learn more, visit franklincovey.com.
**Title:** Senior Financial Planning & Analysis (FP&A) Analyst
**Payroll Title:** Sr Financial Planning & Analysis Analyst
**Division & Department:** Enterprise Finance
**Status:** Full-Time Exempt
**Reports to:** Director, Financial Planning & Analysis (FP&A), Enterprise
**Location:** Remote - Anywhere in the contiguous United States
**Compensation:** Anticipated compensation for this position is a base salary of $105-130k* plus an 8% incentive target tied to Enterprise financial targets.
**Job Summary**
The Senior Analyst Financial Planning & Analysis (FP&A) will be a key member of the FP&A team reporting to the Director of FP&A, Enterprise and responsible for supporting financial planning, budgeting, forecasting, and analysis activities, with an additional focus on administering and analyzing sales and sales support compensation plans through CaptivateIQ. This role will involve working closely with Finance, Sales, Revenue Operations, and HR teams to ensure that sales incentive structures are aligned with company goals.
The ideal candidate will bring strong analytical and financial modeling skills, a solid understanding of finance principles, and hands-on experience managing and analyzing commission or sales compensation plans in a high-performance environment.
**Essential Job Functions**
+ **Budgeting and Forecasting**
+ Assist in the development and consolidation of annual budgets (Gross/Net Revenue, COS, SG&A, and EBITDA), ensuring alignment with strategic goals.
+ Drive monthly/quarterly forecasts budgets (same categories as above), highlighting risks and opportunities.
+ Monitor budget vs. actuals and update forecasts monthly.
+ **Financial Analysis and Reporting**
+ Prepare monthly, quarterly, and annual financial reports for senior management, including actuals vs budget/forecast, variance analysis, and forecast changes month over month.
+ Provide explanations for variances, including those related to sales compensation, and suggest actions to address discrepancies.
+ Identify and analyze key drivers impacting financial performance, including sales performance and compensation metrics, to identify trends, variances, and opportunities for improvement.
+ Develop and maintain reports, dashboards, and presentations to communicate financial and sales performance trends (KPI's) to key stakeholders and monitor performance.
+ **Sales & Sales Support Compensation Analysis and Administration**
+ Administer and analyze sales and sales support compensation plans, ensuring alignment with company objectives and driving sales performance.
+ Manage the commission calculation process through CaptivateIQ, ensuring all monthly, quarterly, and annual payouts are accurate, timely, and compliant with policy.
+ Collaborate with sales, finance, and Total Rewards leadership to review, adjust, and optimize commission plans based on performance data and market benchmarks.
+ Provide insights and recommendations on sales incentive structures and evaluate their impact on overall financial performance.
+ Maintain and continuously improve CaptivateIQ workflows, reporting, and integrations to increase accuracy, transparency, and scalability of the commission process.
+ **Financial Modeling**
+ Develop, maintain, and enhance financial models to support business planning, strategic initiatives, and enhance financial performance.
+ Perform scenario and sensitivity analyses to support decision-making.
+ Translate model outcomes into clear, actionable insights for business partners and executives.
+ **Ad-Hoc Analysis and Special Projects**
+ Support ad-hoc financial and sales compensation related analysis and projects, including cost-cutting initiatives and profitability assessments.
+ Partner with sales leadership on strategic projects to drive sales performance and incentive alignment.
+ **Continuous Improvement**
+ Serve as project lead for design and implementation of cloud-based FP&A forecasting tool for the business.
+ Maintain, identify and implement process improvements to enhance forecasting accuracy, compensation calculation accuracy, and reporting quality.
+ Assist in automation and streamlining financial reporting and compensation processes.
**Basic Qualifications**
+ Bachelor's or advanced degree in Finance and/or Accounting
+ 5+ years of experience in financial analysis and/or sales compensation analysis
**Preferred Skills & Experience**
+ 3+ years of experience in an FP&A function
+ Strong background with quantitative data analysis, with experience building and maintaining financial models
+ Advanced proficiency in Excel, PowerPoint
+ Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights
+ Clear and concise written and verbal communication skills, with the ability to present complex information effectively
+ Strong interpersonal skills and the ability to work effectively with cross-functional teams
+ Exceptional attention to detail and commitment to producing high-quality, accurate work.
+ High sense of urgency, strong organizational skills, and the ability to manage multiple priorities under tight deadlines.
+ Solid understanding of GAAP accounting principles.
+ Proficiency with CRM tools (Salesforce preferred)
+ Experience with ERP systems (Microsoft Dynamics AX preferred)
+ Experience using data visualization tools (Domo preferred)
+ Experience with sales compensation tools (CaptivateIQ preferred)
+ Experience working in a SaaS business environment
+ Strong accounting knowledge and financial acumen
Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit for details.
*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.
Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
**Employer Information**
For an overview of our Interview Process, please visit is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.**
Direct Reasonable Accommodation requests to
For our Privacy Policy, please visit
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Financial Planning & Analysis Manager - REMOTE

53786 Madison, Wisconsin Molina Healthcare

Posted 13 days ago

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Job Description

**JOB DESCRIPTION**
**Job Summary**
Provides subject matter expertise and leadership for financial planning and analysis activities including developing the organization's short and long-term financial plans and identifying financial opportunities to improve profitability.
**Essential Job Duties**
+ Manages timely submission of analytics and reports required for the financial planning and analysis function.
+ Ensures the integrity and completeness of financial data and information contained in financial reports.
+ Reviews and develops analysis of financial trends and results of both internal and external financial data.
+ Oversees and develops forecasts and budgets to project future capital spend and/or profitability.
+ Assesses and develops models to evaluate risk and return of various business scenarios.
+ Effectively communicates financial planning and analysis findings and recommendations to senior leadership and customers.
**Required Qualifications**
+ At least 5 years of health care finance and/or analytical experience, or equivalent combination of relevant education and experience.
+ Bachelor's degree in finance, accounting or a related field.
+ Advanced training or experience in health care analytics.
+ Ability to convert data to meaningful reports.
+ Strong critical-thinking and attention to detail.
+ Ability to effectively collaborate with technical and non-technical stakeholders.
+ Strong time-management skills and ability to manage simultaneous projects and tasks to meet internal deadlines.
+ Strong verbal and written communication skills.
+ Proficient in Microsoft Office suite products, including key skills in Excel (VLOOKUPs and pivot tables), and applicable software program(s) proficiency.
**Preferred Qualifications**
+ Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA).
+ Health insurance industry experience.
+ Experience with specialized financial analytics software.
To all current Molina employees: If you are interested in applying for this position, please apply through the Internal Job Board.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V
#PJCorp
#LI-AC1
Pay Range: $77,969 - $142,549 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
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Investment Banking Analyst

53703 Madison, Wisconsin $95000 Annually WhatJobs Direct

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full-time
Our client, a prestigious financial institution, is seeking a driven and detail-oriented Investment Banking Analyst to join their team in Madison, Wisconsin, US . This role is critical in supporting the firm's M&A advisory, capital raising, and strategic financial services. You will work directly with senior bankers on complex transactions, conducting in-depth financial analysis, market research, and due diligence. Responsibilities include building sophisticated financial models, preparing client presentations and marketing materials, and actively participating in deal execution. The ideal candidate will possess exceptional quantitative aptitude, strong communication skills, and a rigorous work ethic. A solid understanding of corporate finance, valuation methodologies, and accounting principles is essential. You will be expected to manage multiple projects simultaneously, meet tight deadlines, and thrive in a high-pressure environment. This position offers unparalleled exposure to top-tier deals and provides a steep learning curve for ambitious individuals. We are looking for candidates who demonstrate initiative, integrity, and a commitment to excellence. A background in finance, economics, or a related field is required, along with a proven ability to analyze complex financial situations and present findings clearly and concisely.

Key Responsibilities:
  • Develop complex financial models for valuation, LBOs, DCFs, and merger analysis.
  • Conduct industry and company-specific research to support transaction strategies.
  • Prepare high-quality pitch books, presentations, and other client materials.
  • Assist in the due diligence process for ongoing transactions.
  • Support senior bankers in client negotiations and deal execution.
  • Monitor market trends and identify potential investment opportunities.
  • Manage information flow and maintain deal documentation.
  • Coordinate with legal counsel, accountants, and other advisors.
Qualifications:
  • Bachelor's degree in Finance, Economics, Business, or a closely related field from a top-tier university.
  • Minimum 1-2 years of relevant internship or full-time experience in investment banking, private equity, or corporate development.
  • Exceptional financial modeling and valuation skills.
  • Strong understanding of accounting, finance, and capital markets.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
  • Ability to work long hours and manage multiple competing priorities.
  • High level of attention to detail and accuracy.
  • Strong work ethic and a passion for financial markets.
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Investment Banking Analyst

53703 Madison, Wisconsin $100000 Annually WhatJobs Direct

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full-time
Our client, a prestigious investment bank, is seeking a highly motivated and analytical Investment Banking Analyst to join their dynamic team. This challenging role, located in **Madison, Wisconsin, US**, offers an exceptional opportunity to gain broad experience in mergers and acquisitions (M&A), capital markets, and corporate finance advisory. The ideal candidate will possess a strong academic record in finance or a related field, a rigorous analytical skill set, and a demonstrable passion for financial markets. You will play a key role in financial modeling, valuation analysis, due diligence, and the preparation of client presentations and marketing materials. Responsibilities include conducting in-depth industry and company research, building complex financial models (DCF, LBO, precedent transactions), and supporting senior bankers in executing transactions. We are looking for an exceptionally driven individual who thrives under pressure, possesses excellent attention to detail, and demonstrates strong teamwork capabilities. This position requires a willingness to work long hours and commit to delivering high-quality work product. The opportunity to work on significant transactions and develop expertise across various industries is a primary benefit of this role. A strong understanding of accounting principles and corporate finance concepts is essential. Excellent communication skills, both written and verbal, are crucial for interacting with clients and internal deal teams. This is an ideal role for an ambitious individual looking to launch a successful career in investment banking.
Responsibilities:
  • Develop and maintain financial models for valuation, LBOs, and M&A transactions.
  • Conduct in-depth company and industry research.
  • Prepare pitch books, presentations, and other client-facing materials.
  • Assist in due diligence processes for transactions.
  • Support senior bankers in deal execution and client management.
  • Analyze financial statements and market data.
  • Monitor industry trends and identify potential investment opportunities.
  • Communicate effectively with deal team members and external parties.
  • Manage multiple tasks and projects efficiently in a fast-paced environment.
  • Adhere to strict confidentiality and compliance standards.
Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related field, with a strong academic record.
  • 1-3 years of relevant internship or prior experience in investment banking, private equity, or corporate finance.
  • Exceptional financial modeling and valuation skills.
  • Proficiency in Microsoft Excel, PowerPoint, and Word.
  • Strong understanding of accounting principles and corporate finance theory.
  • Excellent analytical, quantitative, and problem-solving abilities.
  • High level of motivation, attention to detail, and work ethic.
  • Strong communication and interpersonal skills.
  • Ability to work effectively under pressure and meet tight deadlines.
This position offers a competitive base salary, bonus potential, and a comprehensive benefits package, providing an excellent foundation for a career in finance at our **Madison, Wisconsin, US** office.
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Investment Banking Associate

53703 Madison, Wisconsin $120000 Annually WhatJobs Direct

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full-time
Our client, a prestigious investment bank, is actively seeking an ambitious Investment Banking Associate for their growing practice in Madison, Wisconsin . This is a demanding role that offers unparalleled exposure to a wide range of financial advisory services, including mergers and acquisitions, capital raising, and corporate finance. The Associate will play a key role in transaction execution, from initial client pitching and due diligence to financial modeling, valuation analysis, and the preparation of marketing materials. You will work closely with senior bankers, clients, and various stakeholders, managing deal processes and ensuring timely and successful outcomes. Responsibilities include conducting in-depth market research, analyzing industry trends, and developing strategic recommendations for clients. Exceptional quantitative skills, proficiency in financial modeling (DCF, LBO, M&A models), and strong valuation techniques are paramount. The ability to manage multiple projects simultaneously, meet tight deadlines, and perform under pressure is essential. You will be expected to mentor junior team members and contribute to the firm's knowledge base. A deep understanding of financial markets, corporate finance principles, and deal structuring is required. The ideal candidate will possess a Bachelor's degree in Finance, Economics, or a related field, with a strong academic record, and ideally 2-4 years of relevant experience in investment banking or corporate finance. An MBA or relevant professional certification (e.g., CFA) is a significant advantage. Excellent written and verbal communication skills, strong presentation abilities, and a client-centric mindset are crucial for success in this role. This is an exceptional opportunity to build a high-impact career in a dynamic financial hub.
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Director of Investment Banking

53711 Madison, Wisconsin $180000 Annually WhatJobs Direct

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full-time
Our client, a highly respected and rapidly growing independent investment bank, is seeking a seasoned and results-oriented Director of Investment Banking to join their core team. This position is based in our **Madison, Wisconsin, US** office and requires a significant on-site presence. You will play a crucial role in originating, structuring, and executing a wide range of M&A advisory, capital raising, and strategic financial transactions for corporations, private equity firms, and entrepreneurs. Your responsibilities will include leading deal teams, developing client relationships, managing transaction processes from start to finish, and mentoring junior bankers. A deep understanding of financial modeling, valuation methodologies, market dynamics, and deal structuring is essential. You will be responsible for identifying new business opportunities, developing compelling pitch materials, and leading client negotiations. The ideal candidate will possess a strong network of contacts within the corporate and financial communities, a proven track record of successfully closing complex transactions, and exceptional leadership qualities. You must be adept at managing multiple demanding projects simultaneously, working under pressure, and delivering superior client service. This is an exceptional opportunity to make a significant impact within a collaborative and entrepreneurial environment, contributing directly to the firm's strategic growth and success. We are looking for individuals with impeccable analytical skills, strategic thinking capabilities, and a relentless drive to achieve outstanding results. The ability to build and maintain long-term client relationships based on trust and expertise is paramount. Your role will involve extensive client interaction, requiring excellent presentation and communication skills. This position demands a strong work ethic and a commitment to excellence in all aspects of investment banking. You will be a key player in shaping the firm's deal pipeline and strategic direction, working closely with senior partners to achieve ambitious growth targets. Proven ability to lead and motivate deal teams to execute complex transactions efficiently and effectively is critical.
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Financial Analyst - Investment Banking

53703 Madison, Wisconsin $95000 Annually WhatJobs Direct

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full-time
Our client, a respected financial institution, is seeking a driven and analytical Financial Analyst to join their Investment Banking division in Madison, Wisconsin, US . This role is crucial for supporting the deal team in executing mergers, acquisitions, and capital raising transactions. You will be involved in rigorous financial modeling, valuation analysis, market research, and the preparation of client-facing presentations and marketing materials. The ideal candidate will possess a strong quantitative aptitude, exceptional attention to detail, and a solid understanding of corporate finance principles. Responsibilities include building complex financial models (DCF, LBO, accretion/dilution), conducting industry research, preparing pitch books and confidential information memorandums (CIMs), and assisting with due diligence processes. You will work closely with senior bankers, providing critical analytical support and contributing to the strategic development of transaction ideas. This position offers a hybrid work model, blending the benefits of in-office collaboration with the flexibility of remote work. A keen interest in financial markets, M&A trends, and a desire to learn and grow within a demanding environment are essential. Strong Excel and PowerPoint skills are mandatory, and experience with financial databases such as Bloomberg or CapIQ is highly desirable. The ability to work effectively under pressure, manage multiple tasks simultaneously, and meet tight deadlines is paramount. This is an excellent opportunity for an ambitious individual looking to build a successful career in investment banking.

Responsibilities:
  • Develop and maintain complex financial models for valuation and transaction analysis.
  • Conduct in-depth market research and industry analysis.
  • Prepare client presentations, pitch books, and confidential information memorandums (CIMs).
  • Assist in the due diligence process for M&A and capital markets transactions.
  • Support senior bankers in all aspects of deal execution.
  • Analyze financial statements and key performance indicators.
  • Monitor market trends and identify potential investment opportunities.
  • Collaborate with cross-functional teams to gather necessary information.
  • Ensure accuracy and integrity of all financial data and analyses.
  • Contribute to the development of strategic recommendations for clients.
Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
  • 1-3 years of experience in investment banking, corporate finance, or a related analytical role.
  • Strong financial modeling and valuation skills (DCF, LBO, etc.).
  • Proficiency in Microsoft Excel and PowerPoint.
  • Excellent analytical, quantitative, and problem-solving abilities.
  • Strong understanding of corporate finance principles and capital markets.
  • Ability to work under pressure and meet tight deadlines.
  • Excellent written and verbal communication skills.
  • Experience with Bloomberg, FactSet, or Capital IQ is a plus.
  • High level of integrity and a strong work ethic.
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Senior Investment Banking Analyst

53703 Madison, Wisconsin $100000 Annually WhatJobs Direct

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full-time
Our client is seeking a highly driven and analytical Senior Investment Banking Analyst to join our team in Madison, Wisconsin, US . This role is central to supporting our M&A, capital raising, and advisory services for a diverse range of clients. You will be involved in complex financial modeling, valuation analysis, market research, and the preparation of client presentations. The ideal candidate possesses a strong academic background, exceptional quantitative skills, and a keen understanding of financial markets. This demanding position requires a rigorous work ethic and the ability to thrive in a fast-paced, collaborative environment.

Responsibilities:
  • Develop sophisticated financial models, including discounted cash flow (DCF), leveraged buyout (LBO), and accretion/dilution models.
  • Perform company valuations using various methodologies, including comparable company analysis (CCA) and precedent transaction analysis (PTA).
  • Conduct in-depth market research and industry analysis to identify trends and opportunities.
  • Prepare high-quality pitch books, presentations, and other client-facing materials.
  • Assist in the execution of M&A transactions, including due diligence, deal structuring, and negotiation support.
  • Support capital raising activities, including debt and equity offerings.
  • Liaise with clients, legal counsel, and other advisors throughout the transaction process.
  • Monitor economic and market developments relevant to our clients and industry sectors.
  • Mentor and guide junior analysts, contributing to their professional development.
  • Ensure accuracy and attention to detail in all financial analyses and documentation.
Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. MBA or equivalent advanced degree is a plus.
  • Minimum of 3-5 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
  • Exceptional financial modeling, valuation, and analytical skills.
  • Proficiency in Microsoft Excel and PowerPoint is essential.
  • Strong understanding of accounting principles and financial statements.
  • Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
  • Ability to work long hours and manage multiple priorities under pressure.
  • High level of integrity, professionalism, and attention to detail.
  • Team-oriented with strong interpersonal skills.
This is an outstanding opportunity to gain significant experience in corporate finance and contribute to impactful transactions.
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