Financial Analyst: Mergers & Acquisitions

At Taqitz Advisors, problem-solving is at the core of our mission. We are committed to optimizing outcomes for our clients, fostering growth and development of our team, and cultivating an environment of excellence where team success is paramount. We specialize in mergers and acquisitions with a focus on financial due diligence, post-merger integration, and financial modeling. Our team collaborates with numerous companies each year across various industries, leveraging skills in finance, accounting, and data science.

Coupling i) our team’s open-minded commitment to learning with ii) Taqitz Advisors' approach to accelerated growth and development creates an optimized learning opportunity. In our connected, project-based work environment, team members collaborate to solve problems and benefit from direct coaching from highly regarded industry leaders and team members with experience applying Taqitz’s approach. We prioritize developing optimized solutions and outcomes, rather than a 'check the box' approach.

Our positions offer unique benefits, in addition to providing an exceptional work environment, competitive salary, and bonuses that reward aptitude and contributions to both the team and the organization.

Key Capabilities and Responsibilities

Data Analysis and Interpretation

• Extract, transform, and analyze companies' financial and operational data to identify valuable insights.
• Identify patterns and trends within data.
• Connect, discuss, and communicate data trends, identifying causal relationships to real-world events.

Creative Problem Solving

• Ability to identify company and process challenges and contribute to elegant solutions.
• Think creatively to address analytical challenges in dynamic environments.
• Adapt to change and collaborate with others to find solutions.

Business Analysis and Financial Proficiency

• Develop and demonstrate a foundational understanding of Generally Accepted Accounting Principles (GAAP) as applied to business transactions.
• Understand GAAP departures and their connection to returns on investment and key client issues.
• Read, interpret, and relate contracts and documents to business needs and solutions.
• Summarize and effectively communicate analytical findings and recommendations.

Key Skills

Insatiable Curiosity: Actively seek opportunities to learn. Understand not only the "why?” and “how?” but also the “why not?” and “how can it be done better?” to build a supportable & defensible position.

Continuous Learning: Embrace a learning mindset. Actively commit to learn from each experience, utilize available resources, and proactively seek help when needed to achieve desired outcomes.

Autonomous Work: Own outcomes, navigate uncertainty, and adapt to change while making real-time decisions. Proactively seek coaching from more experienced or specialized resources when necessary to enhance proficiency.

Foundational Knowledge: Display proficiency in core concepts related to accounting, finance, data science, mathematics & statistics, and/or valuation. Grow through developing a cross-functional professional skillset applicable to ambiguous situations.

Resilience: Approach adversity as an opportunity for growth. Actively seek and incorporate feedback and maintain a dedication to continuous improvement and professional-personal growth.

Professional Experience & Education

0-2 years of experience, with a bachelor’s degree in finance, accounting, information technology, data science, or a related field preferred.

Credentials

Completed coursework for CPA or CFA accreditation preferred.

Job Type

Full-time exempt with a base salary ranging from $67,500 to $77,500, depending on qualifications. Benefits include medical, dental, vision, PTO, 401k, short and long-term disability, life insurance, and more for full-time employees.

Anticipated Start Date(s)

January 2026 (Fall Graduate)

April 2026 (Winter Graduate)

June 2026 or September 2026 (Spring/Summer Graduate)