Financial analyst underwriter Job at Practice Real Estate Group, Austin, TX

UDRiNWlBd21aVUpZb294NnVCVGtQUmxZbnc9PQ==
  • Practice Real Estate Group
  • Austin, TX

Job Description

**If after reading this post you would like to apply, please be sure to follow the instructions at the end to be considered for the position.**

Who We Are

We are an Austin, TX-based healthcare practice brokerage specializing in the sale of healthcare businesses with annual revenues between $1MM and $15MM. Our team of 15 operates nationwide. We value resourcefulness, effective communication, accountability, and integrity; and great candidates will care deeply about those things, too.

The Role: Financial Analyst and M&A Underwriter

We seek a full-time Financial Analyst and Underwriter with an accounting/finance background. Experience as an commercial banking underwriter, bookkeeper, accountant, or credit analyst for small businesses is preferred, but candidates with finance roles, and new graduates with accounting/finance/business degrees are welcome too. This can be an entry-level position for the right candidate, or a great career change opportunity for a tax or banking professional.

Responsibilities:

  • Collaborate with clients and their accountants to obtain financial statements
  • Process financial data into our internal review system
  • Identify discretionary and one-time expenses through investigation and client team interactions
  • Audit financials to produce recasted financial statements for buyer review

Ideal Candidate:

  • Enjoys or seeks experience with small business accounting
  • Likes investigating financial data to understand business operations
  • Enjoys refining their process for efficiency and effectiveness
  • Comfortable being on the phone and video calls with clients and their accounting teams

Requirements:

  • Reside or ability to reside in Austin, TX
  • Proficient in Excel and Google Sheets
  • Strong team player and collaborator
  • Excellent work ethic and attention to detail
  • Knowledge of financial statements and accounting principles
  • Fit for our company values listed above

Preferred Qualifications Include:

  • Licensed CPA
  • BA/BS in accounting or finance
  • 1-2 years in investment banking, commercial banking, or private equity
  • Experience building financial models in Excel
  • Extensive experience preparing both ledgers and financial statements with Quickbooks
  • Experience reconciling tax returns, financial statements, and payroll reports
  • Experience with the tax implications of selling a business
  • Experience with Valuations/Appraisals
  • Experience with financial statement analysis and data mining of key performance indicators from small business’s operational systems

Our Team

You'll join a diverse group of MBAs, healthcare professionals, real estate experts, CPAs/bookkeepers, and M&A specialists, with hands-on training provided.

Compensation

Starting around $65,000 per year depending on experience and any preferred qualifications you might have. Entry level candidates requiring skill-building may start slightly lower during the first 8-12 weeks of training. Benefits include a 4% 401(k) match (after 6 full months), 100% employee coverage medical benefits, and profit sharing.

How to Apply

  • Please take 4-5 minutes to complete the Enneagram Personality test here:
  • Send a screenshot of your results along with a resume and introductory email to jobs@practicetransitionsgroup.com

Job Tags

Full time,

Similar Jobs

Farm Job Search

Dairy Farm Assistant Herdsman Job at Farm Job Search

 ...Dairy Farm Assistant Herdsman (5913) Location: Wisconsin JobNumber: 5913 Full-time Calf Care Specialist Position available at 900-cow dairy in East Central Wisconsin. MUST be able to work independently and as part of a team and be passionate about working with... 

Pixilated

Shipping Assistant Job at Pixilated

Shipping AssistantProcess incoming and outgoing shipments for a photo booth rental company.Duties and Responsibilities~Inspect and test incoming and outgoing items for signs of damage or malfunction.~Package materials to be shipped out according to company protocol... 

EPIC WORLDWIDE, LLC.

Shipping Coordinator Job at EPIC WORLDWIDE, LLC.

 ...Large format print operation looking for a qualified, detail oriented Shipping Coordinator. Responsibilities: Managing incoming and outgoing shipments Generating quotes Identifying and assessing customers needs to achieve satisfaction Updating worksheets... 

EBG

Web Application Developer (E) Job at EBG

 ...need a hands on person that can find solutions and code one day, QA their work the next day, and help develop and support a scalable structure along the way. The Web Application Developer position is a member of a team of software developers that develop, integrate,... 

Company: JM Huber Corporation

Shipping Operator Job at Company: JM Huber Corporation

 ...$3 billion in sales and 4,000 employees worldwide, we have a material presence in more than 20 countries. Position Summary Shipping Operators are responsible for completing all documentation (Oracle) and bills for orders shipping from the Marble Hill facility as...