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Job Specification

Job Title: Senior Financial Analyst

Reports to: Directors

Agilequity helps clients grow their businesses using Corporate Finance Solutions (Finance raising, valuations, buying businesses, BEE ownership solutions) and, if they want to exit, Agilequity helps them exit their businesses at a premium (exit planning and business sale). 

The Senior Financial Analyst’s primary responsibility is to support these processes through sourcing data and building financial models; performing valuations; drafting outreach documents (teasers, information memorandums, and pitch decks); and peer reviewing other analysts models and valuations. You may also be required to assist with the outreach process which involves finding buyers, sellers and funders and managing them through a process.

Financial Modelling

• Communicate effectively with clients to understand their industry and business model to ensure appropriate inputs to the financial models.
• Source financial data from cross functional teams including finance, accounting, and operations, to gather client data and ensure that financial models are accurate and up to date.
• Interpret data to identify trends, patterns, and anomalies. This requires a deep understanding of financial concepts, accounting principles, and business operations.
• Analyse and test financial data to ensure it is accurate and complete.
• Interrogate client Forecasts and/or build financial forecasts.
• Design and build financial models that analyse business performance and forecast future outcomes and in which key input data can be changed with outputs/impacts calculated automatically.
• Use client data to build/update Excel models (Particularly 3M models, Income statement, Balance sheet and cash flows) using modelling best practice.
• Identify key risks and opportunities in business which could impact the forecasts.
• Interrogate assumptions and test sensitivities including simulating different scenarios. Must be able to develop and run scenarios to assess the impact of different assumptions and variables on business performance.
• Perform Ratio analysis.
• Support the valuation of clients’ businesses. Finalise valuation using appropriate valuation methodologies, including finalising WACC and appropriate EBITDA multiples, and form an opinion on the true market value of businesses.
• Draft high level valuation letters and detailed valuation reports setting out assumptions and opinions on value of the business.
• Responsible for ensuring the answer makes sense.
• Support the communication of findings to stakeholders, including executives, investors, and other team members which requires strong communication skills and the ability to present complex data in a clear and concise manner.
  

Drafting IM/Teasers/Pitch decks

• Communicate effectively with clients to understand their industry and business model to ensure appropriate inputs to outreach documents.
• Source data from cross functional teams including finance, accounting, and operations to populate outreach documentation.
• Support the design of appropriate transaction structures.
• Draft information memorandums, teasers and pitch decks.
• Summarise financial information in a concise, relevant manner.
• Manage completion of documents.

We may sometimes have an imbalance in resources between outreach and analysis in which case we may need to reapply you for periods of time to the outreach process which involves the responsibilities set out below.

Finding buyers/funders

• Identify and research potential buyers/sellers/funders.
• Make initial contact and sign NDA’s where necessary.
• Set follow-up meetings.
• Manage flow of information to potential buyers/sellers/funders.
• Support negotiations, drafting and review of long-form contracts.
• Attend and support closing.
  

Managing processes

• Manage full process to ensure transactions are finalised efficiently.
• Prepare VDR and answer funder/buyers/questions.
• Peer review other analysts’ work.
• You may be required to oversee planning and resourcing of entire valuation, IM and pitch deck process.
  

Other

• Maintain database of buyers and funders.
  

Minimum Requirements:

• BCom/BSC degree in Investment or finance – Honours or higher would be an advantage.
• Postgraduate qualification and 4-8 years’ experience in a similar role
• Curiosity and desire to learn.
• Take responsibility for finishing/getting stuff done.
• Ability to work under pressure and to meet deadlines.
• Accurate and detail oriented.
• Delivery oriented..
• Pride in work – make sure work makes sense before putting in for review.
• Tenacious, self-motivated starter.
• Problem solving skills.
• Good interpersonal and communication skills– internally with associates and externally with suppliers.
• Ability to quickly assimilate new information and understand complex business issues.
• Experienced Excel user.
• Proficient in Word, Power point, MS Outlook.
• Good writing skills.
• Sound knowledge of financial accounting standards.