PHASE ONE BUSINESS ANALYST

PURPOSE: To fulfill contractual obligations to provide Business Assessments, Analyses, and Valuations for Robbinex clients.

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RESPONSIBILITIES & ACCOUNTABILITY

1. Evaluates clients’ businesses, prepares and delivers written Phase One Business Analysis Reports©, to include but not be limited to:
   
   
• Recast financial statements of the client’s business to present the past financial history of the business
• Research the Client’s industry and markets
• Develop revenue projections and pro forma financial statements for the future three years
• Determine the investment and/or fair market value of the business
• Prepare a document that describes the Client’s operations including (as applicable) its products, services, customers, sales and marketing efforts, organization and facilities
• Identify value enhancement opportunities, if any
• Identify obstacles to a successful sale, if any, and recommend solutions to the obstacles
  
  
2. Reviews contents of the client’s completed Robbinex Confidential Information Requisition^©, noting areas requiring additional information or clarification.
   
   
3. Conducts site visits of client premises, and schedules and conducts personal client interviews and follow-up meetings as necessary to complete the information gathering process.
   
   
4. Conducts financial analyses and determines fair market value/investment value through a series of calculations based on an asset valuation, historic earnings valuation and future maintainable earnings valuation.
   
   
5. Identifies and makes recommendations regarding opportunities for the client to improve and enhance the value of the business.
   
   
6. Prepares the Phase One Business Analysis Report^© in a format suitable for presentation to the client.
   
   
7. In collaboration with other Robbinex team members, conducts or participates in the Phase One Meeting at which the final Phase One Business Analysis Report^© is presented to the client.
   
   
8. Provides information and input to the Business Intermediaries and Management when a client converts to Phase Two. Facilitates team members’ clear understanding of the client’s business, and assists Phase Three Business Intermediaries with facilitation of due diligence activities.
   
   
9. As a condition of employment, observes strict confidentiality with respect to client affairs, revealing proprietary confidential information only with prior expressed client consent, and executive approval.
   
   
10. As a condition of employment, strictly complies with the Robbinex Quality Policy© as set out in the Quality Manual, and as supported by written departmental procedures and responsibilities, and further defined in work instructions, all as specified in scheduled Performance Reviews, and Quality System Management Reviews.
    
    
11. Effectively uses, controls, and accounts for Robbinex corporate promotional materials supplied, including but not limited to audio-visual material, corporate brochures and other literature, sales letters, newsletters, article reprints, and promotional gifts.
    
    
12. This position reports to and receives direction an support from the Senior Analyst, and the Director of Operations.
    
    
13. This position receives support from the company’s Administrative Assistants.
    
    

PERFORMANCE CRITERIA:

Performance is formally reviewed at appropriate intervals, and measured against the following standards:

• Timeliness and quality of Phase One Business Analysis Reports©
  - Effective use of Robbinex resources, including premises, equipment, support staff, and resource staff
• Input to continuous improvement of departmental procedures and outcomes, including those relating to information gathering, document preparation, work-flow and productivity
• Compliance with quality system requirements, as determined by Quality System Audits, reported on, and responded to in scheduled Management Reviews:
• Consistent demonstration of the communication skills detailed below, in Selection Criteria.
• Professional and respectful personal conduct in all dealings with clients, employees, suppliers, and the general public.

SELECTION CRITERIA:

Selection of an individual for this position is predicated on:

• Successful attainment of post-secondary graduation from a business discipline; (E.g. B. Comm., C.A., CGA, MBA, etc.);
• Current recognized Business Valuation accreditation (or willingness to obtain);
• M&A experience/completion of due diligence assignments;
• Effective oral and written communication skills, with potential for success in the areas of client relations, empathetic listening, report writing, and oral report presentation;
• Strong organizational ability and attention to detail;
• Ability to work unsupervised and focus on detailed analyses for sustained periods of time;
• Levels of literacy, numeracy, analytical, and problem-solving skills equal to those resulting from successful completion of post-secondary education (as compared with North American educational standards);
• Appropriate keyboarding skills, and level of facility with computer software in current use at Robbinex (Microsoft Office – Word, Excel, Outlook -, Gold Mine contact management, etc.);
• Experience and skill in internet research;
• Professional and respectful personal presentation;
• Willingness to abide by all Robbinex corporate policies, including the Confidentiality Agreement, and Quality Policy.

 

Applicants interested in learning more about the opportunities available at Robbinex, can submit their resume by mail to the corporate office or e-mail to robbinex@robbinex.com. We thank all applicants for their interest in advance, and advise that only candidates being considered for a position will be contacted.