Financial Analyst role in Downtown Fort Worth, TX with a start date of June 1, 2018
Leadership and General Administration
Leads by example, establishes trust and respect of colleagues, direct reports, staff, investors and owners.
Expert on all components of Coltala's deal acquisition flow process Assists in screening and evaluating acquisition prospects
Thoroughly conducts research in data bases (Cap IQ, Thompsons, Reuters) and develops "books" on industries, markets, competitors, including relevant analyses, as requested
Builds acquisition financial models and pre-models, an all supporting analytics, including valuations
Monitors industry trends in Coltala's three sectors: Healthcare, Manufacturing, Branded Products
Participates in and provides analytical support during the acquisition due diligence process
Participates in and supports post-closing documentation requirements
Participates in and supports the drafting of bank books, investment memorandums and investment presentations
Supports the Executive Vice President in the preparation of documents for annual investor meetings, quarterly board meetings and investment committee meetings
Attends investment committee meetings
Provides analytics for strategic platform companies, as required
Required: Bachelor's degree in Finance or Accounting, MBA and/or CFA preferred
The Coltala Group is a diversified holding company with a unique and proven management system - The Coltala Enterprise System - that enables high-potential, small and mid-size companies to achieve optimal scale. With our deep bench of experienced industry professionals, and our more than 100 years of combined experience, Coltala is well-positioned to acquire and unlock the potential of family businesses and privately-held companies in the healthcare, manufacturing, and branded products and services industries. We are committed to being conscientious and honor-bound stewards of our company's legacy and taking it to the next level.
The highly experienced Coltala team is united by a common vision that is grounded in shared values and inspired by a unique purpose: to build businesses of significance by unlocking the potential in human and financial capital.