Business Analyst for Boutique US Firm (Remote)
Role: Business Analyst for Boutique US-Firm
Hours: Full-time, US Business Hours (EST Time Zone, Flexible Hours Possible)
About Morgan & Westfield
Founded in 2008, Morgan & Westfield is a leading M&A firm specializing in mergers and acquisitions for privately owned businesses in the United States. We have pioneered and refined a process for selling businesses over hundreds of successful transactions, for a diverse range of industries and growth stages.
Founder and President Jacob Orosz has authored seven books on M&A and hosts the industry’s number-one podcast, M&A Talk. Learn more about us at .
Team
– You’ll work directly with our Client Services Team and founder and President, Jacob Orosz.
Your Roles and Responsibilities
– Manage Clients – Handle all aspects of client interactions, from managing inquiries and emails to creating and analyzing documents, as well as overseeing transactions.
– Manage Processes – Interpret and analyze financial statements, create financial reports, offering memorandums, templates, presentations, and other business reports and documents, and so on.
– Process Improvement – Create and improve procedures to achieve our company’s objectives. Improve systems, streamline processes, and maintain quality through user testing, identifying inefficiencies, and suggesting solutions. Document and implement scalable process improvements, standard operating procedures, tools, and methods.
Qualifications and Requirements
– Experience: A minimum of two years’ experience in corporate finance, business, consulting, professional services, finance, legal, or related fields.
– Hard Skills: Fluent in written and spoken English and IT-conversant.
– Soft Skills: Proactive, flexible, adaptable, organized, results-driven, and detail-oriented with sound business judgment and relationship management.
– Home Office: Home office with high-speed internet.
Benefits of a Career with Morgan & Westfield
– Career Growth & Autonomy
– Stable, Independent Company
– Value-Oriented Company Culture
Competitive Benefits & Compensation Package:
– Competitive Base Salary
– Monthly Individual and Team Performance Bonuses
– Annual Attendance Bonus
– Retirement Investment Plan
– Health Care Reimbursement
– 10% Paid Learning Time
APPLY FOR THIS JOB:
Company: MedVA/BizVA
Name: Jacob Orosz
Email: