Careers
Financial Analyst
Financial Analyst
Job Description:
At Centerline Business Services, we elevate back-office functions to a strategic asset. Our solutions deliver precision and foresight into financial management and empower our clients by providing a compliance-centered framework that provides insight, and drives strategy.
The Financial Analyst will report to the Vice President of Finance and will assist with, various finance, analysis, and due diligence activities for Centerline’s clients, including, but not limited to, SouthWorth Capital Management. The Financial Analyst will work directly with, and support, the VP & Senior VP of Finance, President, and the Managing Directors of SouthWorth in the due diligence, analysis, and research of acquisition targets and existing portfolio companies.
Duties & Responsibilities
- Participate in due diligence calls and meetings with company prospects
- Assist in preparing financial models for acquisition, as well as budgets for the existing portfolio.
- Assist in the management of due diligence data rooms for prospective portfolio companies and ensure the collection, organization, completeness of requested information.
- Research and analyze portfolio company information, including financial statements, tax returns, collateral, agreements, contracts, legal documents and other key items that affect credit risk.
- Perform market research, competitive analysis and other ad hoc research as needed.
- Assist in the preparation of investment due diligence reports and recommendations.
- Compile data, prepare reports, and analyze SouthWorth’s existing portfolio of companies based on past, current, and projected performance.
- Provide support to the Director of Finance in preparation of financial reports and analysis to internal/external stakeholders.
- Maintain macroeconomic knowledge on current and emergent developments/trends.
- Perform other related duties and assignments, as delegated.
Requirements & Qualifications
Soft Skills
Let’s Work Together
adDress
813 Ridge Lake Blvd. Memphis, TN 38120
phone
901-425-9216
contact@centerlinebs.com
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We help our clients solve complex business challenges, recognize emerging opportunities and realize new efficiencies through a client-centric, consultative approach.
aDdress
813 Ridge Lake Blvd.
Memphis, TN 38120
Mon – Fri 8:30am – 5:00pm
phone
901-425-9216
contact@centerlinebs.com
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