Experienced Financial Analyst, Transaction Advisory Services, Digital Value Creation (Business An...

Business Unit:

Financial And Valuation Advisory

Industry:

Transaction Advisory Services

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Financial and Valuation Advisory

Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Houlihan Lokey's Transaction Advisory Services (TAS) practice is seeking an experienced Financial Analyst to join our fast-growing Digital Value Creation group (DVC). DVC provides key insights to our clients by leveraging financial, operational, and third-party data.

DVC professionals work closely with our due diligence and valuation experts and investment banking teams. As a professional in the group, you will be teamed with highly talented and dedicated M&A professionals in various industry groups including Industrials, Healthcare, Technology, Business Services, and Consumer, Food & Retail (CFR) groups. This opportunity provides you breadth and depth of exposure to different transactional issues affecting businesses in an M&A environment.

This position offers an excellent opportunity for a qualified candidate with experience in transaction advisory (e.g. Financial Due Diligence) but an interest in data analytics to transition into an analytics role. Candidates with prior transactions advisory experience, whether in the field of data analytics or not, who have an interest in data analytics are encouraged to apply.

Responsibilities

• Participate in buy-side and sell-side M&A diligence engagements and data-focused engagements
• Communicate directly with senior business executives and internal stakeholders
• Gather, evaluate, sanitize, and organize datasets
• Prepare data workflows to clean and combine data from multiple sources
• Prepare data visualizations and dashboards to deliver key insights
• Generate insights on the drivers of business growth, profitability, and liquidity
• Identify the key business risks and opportunities impacting business valuation
• Learn and train peers in the advisory practice on data analysis and visualization tools
• Continuously develop industry knowledge and qualifications
• Work on multiple assignments simultaneously

Basic Qualifications

• Major in one of the following: Accounting, Finance, Business Analytics, Computer Science, or similar field
• Prior experience in either Tableau, Power BI, or both
• Prior experience with data cleaning, preparation, aggregation, and analysis of data
• Strong command of Microsoft Excel and PowerPoint
• Prior experience with one or more AI LLM tools-ChatGPT, Claude, or Gemini
• Strong analytical abilities
• Exceptional work ethic, high motivation, and a demonstrated ability and desire to work cooperatively with team members and client professionals
• Exceptional verbal and written communication skills
• Ability and willingness to travel when required
• Strong academic performance, professional achievement, and history of client service excellence
• Experienced Analyst: 1-3 years of professional experience

Preferred Qualifications

• Prior experience in Alteryx, Dataiku, or similar data analytics, prep, or automation tools
• 1-3 years of data analytics experience within the field of transaction services, accounting advisory, or similar fields

The following experiences are a plus:

• Prior coursework or other experience in relational database management systems
• Experience in, or a working knowledge of, Python, SQL, R, VBA, Snowflake, or Google Cloud Platform
• Experience in Claude Code or OpenAI Codex.

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation p