Financial Analyst

Job description

Application Process

· Click the link below to take the Culture Index Survey (5-7 minutes). At the end of the survey, please upload your resume with references as well.

· A representative of Coltala will be in touch.

· Application Deadline: December 1, 2021

· Please do not call or email for updates.

ABOUT COLTALA

Coltala Holdings is a holding company with operations in healthcare, home services and manufacturing. We build businesses of significance by establishing a foundation for each strategic platform where both Margin and Mission are given equal priority. Our purpose-driven, people-centric approach to building businesses sets us apart. A firm-wide commitment to both mission and margin means we work alongside leaders to drive returns on both financial and human capital. Coltala Holdings believes sustainable value is created when a culture of principled business stewardship - focused on human capital - is employed. We do this by establishing a continuous-learning environment that unlocks the potential in our employees. Our goal is to have a meaningful impact not just on the bottom line, but on the lives of all employees, boards of directors, investors, lenders, customers, vendors and other stakeholders.

Position Description:

Coltala Holdings is currently seeking to hire an Analyst with 2-6 years of relevant experience. This position represents a unique opportunity for a highly motivated individual to assume a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. The Analyst will be expected to build and maintain financial models, conduct in depth market and industry research and actively participate in sourcing and evaluating new opportunities. The Analyst will have the opportunity to develop valuable deal-making experience in a position that offers a unique level of responsibility and autonomy. This position will be responsible for managing the origination and valuation of potential investment opportunities. This includes identifying target markets and investment opportunities, establishing/building relationships with potential sellers and working with the investment committee team to evaluate and structure investments. The position will be based out of Fort Worth, Texas.

Specific Job Functions:

• Assist in conducting due diligence on potential opportunities
• Work with the investment committee to evaluate and structure investments
• Analyze and build investment strategies
• Develop detailed flexible financial models including financial forecasting analyses
• Create investment committee memoranda to summarize analytic findings on transactions
• Develop, conduct and coordinate financial analyses, reports and presentations to facilitate making integral business decisions, including acquisitions and capital raising
• Participate in deal negotiation and documentation
• Conduct financial and business (e.g. industry analysis, competitive position, growth prospects) diligence and evaluate new developments and acquisitions
• Participate in operational aspects of the business such as strategic planning
• Stay current on financial markets and competitive trends and use this expertise in the due diligence and evaluation process
• Maintain certain performance tracking metrics

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics or related field (GPA of 3.3+)
• 2-6 years of experience (e.g., Consulting, Investment Banking, Valuation, Finance)
• Strong Excel abilities, including advanced functions (VBA / macros a plus)
• Experience with cash flow modeling and investment valuation techniques
• Strong PowerPoint proficiency and experience working on client deliverables
• Strong written and verbal communication skills
• Ability to work accurately under pressure, meet deadlines, and seek out additional responsibility
• Ability to manage and analyze large data sets
• Exceptional modeling and analytical skills with strong attention to detail
• Strong quantitative, organizational and communications skills

Personal Characteristics:

• Proactive and high-energy with a hands-on approach to problem solving·
• Uncompromising with respect to quality in all regards with unquestioned integrity and ethics
• Self-starter, able to work independently or as a team player
• Results-oriented, with an ability to manage multiple projects simultaneously in a fast-paced environment