Coda Search│Staffing

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💼 M&A Analyst / Senior Analyst – Financial Due Diligence & Valuation 📍 Location: Dallas Texas 🕓 Position Type: Full-time 💰 Experience Level: Analyst (2+ years) or Senior Analyst (4+ years) 🌟 Position Summary Immediate need for a highly motivated M&A Analyst (or Senior Analyst) to join our Transaction Advisory and Valuation team. This role is ideal for a finance professional with hands-on buy-side or sell-side experience, strong analytical capabilities, and a passion for uncovering insights through data. You’ll work directly with leadership on middle market M&A transactions, providing financial due diligence, quality of earnings (QoE) analysis, and valuation advisory. This position offers exposure to complex transactions, financial modeling, and strategic deal execution in a collaborative and fast-paced environment. 🔍 Key Responsibilities • 💰 Lead and support financial due diligence and quality of earnings analyses, focusing on key income statement and balance sheet areas. • 📈 Prepare and review valuation models in connection with M&A, purchase price allocation, goodwill impairment, and stock-based compensation. • 🧾 Apply core valuation frameworks, including: • ASC 805 – Purchase Price Allocation • ASC 350 / 360 – Goodwill & Long-lived Asset Impairment • IRC 409A – Stock-based Compensation Valuation • ASC 718 – Expense Reporting • 📊 Conduct industry, company, and economic research to support transaction analyses and valuations. • 🔄 Build and manage financial models, budgets, and cash flow projections. • 💬 Prepare client presentations and transaction reports, summarizing findings and recommendations. • ⚙️ Leverage data analytics and visualization tools to present complex data clearly and efficiently. • 🧠 Collaborate with cross-functional teams and clients to deliver insightful financial advisory services. 🎯 Qualifications • 🎓 Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or CFA a plus. • 💼 Minimum 2 years of M&A, transaction advisory, or valuation experience; 4+ years preferred for Senior Analyst consideration. • 🏦 Experience in buy-side/sell-side due diligence for middle-market companies ($10M–$250M). • 📚 Strong understanding of financial statements, GAAP accounting, and valuation methodologies. • 💻 Advanced proficiency in Excel, including modeling and VBA; experience with SQL, Power BI, or data visualization tools strongly preferred. • 🔍 High attention to detail, with the ability to manage multiple priorities and tight deadlines. • 💬 Excellent communication and presentation skills; comfortable working directly with senior management and clients.