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Lutz M&A Analyst

Lutz Omaha, NE
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Job Description

Lutz M&A Analyst

We are looking for a driven individual to join our Lutz M&A team. Lutz offers work/life flexibility, family-oriented culture, all the snacks you can eat, but most importantly, a network of authentic individuals that will have your back!

More About Us

Lutz is an expert accounting and business solutions firm that partners with clients to simplify complexities. Our team of sharp, experienced individuals believes that understanding where you’re coming from is a vital part of getting to the bottom line and taking you where you need to go. We confidentially focus on the things that are truly important to you. We mind what matters.

What We Seek

General Responsibilities & Duties

  • Learn to perform valuation services related to mergers, acquisitions, estate planning, and litigation
  • Assist clients with due diligence related to buying and selling businesses
  • Become an integral part of the acquisition cycle, from valuing the business, setting a price, developing marketing material, finding qualified buyers, and negotiating terms
  • Support cases with analysis of financial data and report writing related to financial litigation matters such as divorce, shareholder disputes and commercial damage cases
  • On occasion, support clients on ad hoc accounting and tax projects 
  • Become responsible for adding value to our clients, seeking out new ways that we may be able to enhance their business
  • Work with entrepreneurial clients, entrepreneurial partners and entrepreneurial coworkers

Traits That Would Make You An Outstanding Candidate

  • Bachelor’s Degree in Finance, Accounting, or other relevant business major
  • 0-4 years experience preferred
  • Proficiency in Microsoft Office Suite
  • CFA candidate preferred, but not required
  • Must be a lean-forward, client-focused, relationship-based individual that enjoys working collaboratively as a team to achieve goals

 

For confidential consideration, go to www.lutz.us/apply for the most prompt response. You can also send your resume to Jessica Howes at jhowes@lutz.us or call 402.778.7974. We understand that confidentiality is extremely important, and your resume will NOT be forwarded to our client without your permission.

 

MIND WHAT MATTERS AT LUTZ

Awarded “Best Places to Work in Omaha” by the Omaha Chamber, 2018

Awarded “Best Places to Work in Omaha” by the Omaha Chamber, 2017

Awarded “Omaha’s Business in Excellence Award” by the Omaha Chamber, 2016

Voted “Best of the Best” and a “Top 200 Firm” by Inside Public Accounting, 2016

Named “Regional Leader in the Midwest” by Accounting Today, 2016

Received an Edge Award for “Internal Technology Innovation” by LEA Global, 2015

Awarded “Best Places to Work for Millennials” by The Center for Generational Kinetics, 2015

 

 

Job Number – 4820CB

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Job Details

Date Posted August 5, 2020
Date Closes September 4, 2020
Located In Omaha, NE
Department Business Valuation & Consulting Group
Function CVA certified valuation analyst CBA certified business appraiser AVA Accredited Valuation Analyst ABV Accredited in Business Valuation CDBV Certification in Distressed Business AM Acredited Member valuation mergers acquisitions M&A transactions buying selling businesses brokering financial analysis due diligence estate planning litigation CFA Chartered Financial Analyst
Job Type Full-time Employee
Start Date Immediately
Positions Available 1
SOC Category 13-2051.00 Financial Analysts
Zipcode 68154
Name Jessica Howes
Address 13616 California Street
City, State and Zip Omaha, NE 68154
Phone 402-778-7974

This job offers the following benefits

  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Health-Care Spending Accounts
  • Profit Sharing
  • Accidental Death and Dismemberment
  • Dental
  • Life Insurance
  • Long-Term Disability
  • Maternity / Paternity / Family Leave
  • Medical
  • Prescription Drug Plan
  • Short-Term Disability
  • Vision
  • Voluntary Life Insurance
  • Casual Dress
  • Continuing Education Program
  • Discounts on Employer Merchandise & Services
  • Employee Referral Program
  • Financial Planning
  • Flexible Hours
  • Free Parking
  • Holiday Party
  • Paid Holidays
  • Paid Vacations
  • Remote Access
  • Time-off to Pursue Interests
  • Unpaid Leaves of Absence
  • Wellness Program
  • Achievement Awards
  • Bonus Plan
  • Corporate Perks
  • Employee Ownership
  • Merit Increases

This job requires the following skills

  • Business - Analysis
  • Cash Flow / Income Analysis
  • Cost Estimating / Analysis
  • Financial Analysis
  • Financial Auditing
  • Financial Forensics
  • Financial Planning
  • Financial Reporting
  • Investment Analysis
  • Market Analysis
  • Profit Margin Analysis
  • Valuation Analysis
  • Statistical Analysis
  • Business Analyst
  • Analyst
  • Other - Analyst
  • Market Research / Analysis / Evaluation
  • Profit Margin Analysis
  • Sales - Performance Analysis / Reporting
  • Pricing Analysis
At a Glance
Enjoy these benefits
  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Health-Care Spending Accounts
  • Profit Sharing
  • Accidental Death and Dismemberment
  • And More ...
Location