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Kerrigan Advisors

Accounting Analyst, Boutique Investment Bank (Full Time) Orange County

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Job Description

Kerrigan Advisors seeks a driven, early career professional to join our entrepreneurial team as an Accounting Analyst. Kerrigan Advisors is the leading sell-side advisor exclusively focused on the auto retail industry, having represented on the sale of 450+ dealerships and generating $11 billion in client proceeds since our founding in 2014, including some of the largest industry transactions on record. In addition to sell-side services and M&A transaction work, Kerrigan Advisors offers a unique suite of consulting services, which include acquisition & expansion strategy, valuation guidance for acquisitions, annual dealership group valuation assessments and benchmarking, professional presentations and open point proposals, and growth strategy workshops. See our website at www.kerriganadvisors.com for additional information about our firm. Kerrigan Advisors also publishes The Blue Sky Report®, the industry authority on dealership valuations, franchise multiples and buy/sell market trends, often featured in leading publications like The Wall Street Journal, Automotive News, CNBC and The Economist and distributed to over 12,000 industry participants in 35 countries. Kerrigan Advisors is looking for a highly organized, accounting and/or finance-trained, proactive, detail-oriented, can-do individual that can support and grow with our firm.
The role involves the following:
Reviewing and analyzing dealership financial statements, including using our firm's proprietary AI-powered data extraction app to spread financial statements into workable models Preparation of data metrics, adjusted earnings analyses and projections in financial models, leveraging AI tools to efficiently process data and identify trends Preparing schedules, calculations and summaries of data to support data metrics within financial models Researching market demographics, local and national economies, and other key industry metrics to be used in client presentations and industry reports, including the Kerrigan Advisors Blue Sky Report® Assist with transaction execution, including preparation of client presentation materials Reviewing and cataloguing financial information received from clients Maintaining internal databases with key performance metrics
Requirements:
Bachelor's degree Minimum of 2 years working in a nationally recognized public accounting firm Thorough understanding of financial accounting and modeling Strong organizational skills and attention to detail Good comprehension and critical thinking skills Proactive communication skills Deep experience working with Microsoft Word, Excel, & PowerPoint and familiarity with AI-powered productivity tools Experience using generative AI tools in a finance, accounting, or research context is a plus An interest in auto retail is a plus, but not required Please submit your cover letter and resume to Michelle Vlasich (michelle@kerriganadvisors.com). In your cover letter, please address the following: What specifically interests you about our firm? Please describe any experience you have in finance, accounting and/or M&A transactions. Please include any experience in auto retail. Include your college GPA and SAT/other standardized test scores. No applicant will be considered without a cover letter accompanying a resume.