Financial Analyst

Avenue M® Advisors, Inc. is a national, boutique financial valuation, exit planning and consulting services company specializing in business valuations for investment purposes, such as exit planning, sale of a business, partner buyout, ESOP compliance, IP valuations to tax related purposes, such as a company structure conversion, potential capital gains tax, estate and gift tax compliance, IRC §409A compliance, purchase price allocations; to divorce, shareholder disputes and bankruptcy.

Avenue M is seeking a candidate for a Financial Analyst position. This position will be accountable for the following responsibilities:

  • Reviewing and analyzing tax returns and financial statements.
  • Imputing financial data into a valuation model.
  • Reviewing and analyzing market comparisons and imputing the applicable data into the valuation model.
  • Imputing industry trends and analyzing data from company specific financial data against the industry trends to determine how well the company is performing.
  • Analyzing premium / discount factors that will adjust the capitalization rate to value a company.
  • Imputing data for a discounted cash flow analysis.
  • Reconciling values from multiple valuation approaches.
  • Making adjustments to a company’s balance sheet to determine the equity value of a company.
  • Reviewing and analyzing company agreements to perform a discount analysis.
  • Reviewing and analyzing company agreements and convertible note terms to perform stock option, convertible notes and warrant analyses.
  • Adjusting shareholder interests based upon gifts made or stock options issued to bring them to fair market value.
  • Analyzing market and company data to determine company weaknesses and threats.
  • Drafting valuation reports with the excel charts and explanations of the analysis performed.
  • Template development for exit planning process.
  • Ongoing market research projects.
  • Research and write articles and white papers on various valuation and exit planning topics.
  • Ongoing input of contact data into databases for marketing purposes.
  • Ongoing telemarketing to prospects for new business development.
  • Other projects that will arise from time to time.

The candidate must have advanced excel skills, modeling is a plus but is not required, and the ability to critically analyze financial data. The candidate must also have excellent research and writing skills, strong communication skills, and be flexible. The candidate should be an independent worker who is a self starter. The position is a part time position (20-30 hours per week). In this position, the person will work remote, from their home, and receive training in person and via skype. The pay will be based upon the candidate’s experience.

If you are bright, driven, need flexible work hours and environment, yet have a strong work ethic and are seeking a financial challenge this financial analyst position may be for you.

To apply, please send a resume, cover letter, writing sample and financial analysis sample to

This position is available immediately.