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Associate/VP, Financial Modelling, Corporate Valuation Advisory Services - Multiple Locations

Houlihan Lokey · Dallas, TX, USA · United States

Associate/VP, Financial Modelling role at Houlihan Lokey in Dallas Lead financial modeling, valuation and validation for M&A and corporate clients

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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.

Key Responsibilities

As a Financial Modelling professional, one would expect to spend most of their time designing, building and testing integrated financial models for transaction decision related-projects or even for forecasting purposes for our clients. You’ll need a strong knowledge of Excel and its application in the corporate finance world, be flexible and adaptable when it comes to different projects. Reviewing financial models is vital and you’ll arrive at preliminary conclusions to ensure we provide the best service for our clients. Knowledge of analytical tools and techniques would also further augment skillset.

Skills and attributes for success

Designing and developing financial models as well as reviewing and validating them; incorporating operational, tax, accounting and financing aspects across a range of sectors

Referencing models against deal documents

Understanding of Excel and how it can be applied to corporate finance and to drive decision‑making

Comfortable with presentations to C‑Suite

Attending business development presentations with client

Presenting to senior management results and key metrics of the business and team performance

Strong critical and logical thinking to deal with and simplify complex situations for effective decision‑making

Attention to minor details coupled with intellectual curiosity

Communicating effectively with the engagement manager, the client, and the wider team in a concerted effort towards delivering work products of the highest standard

Adept at using latest technology to enhance the effectiveness of services provided and be a leader in learning and adopting new tools and techniques and how they can be applied to client situations

Assist with preparation of marketing material and business development activities

Experience with project finance modelling

Prior experience in corporate finance function, FP&A, valuation, fund operations, private equity, hedge fund, is a plus

Basic skills

Bachelor’s degree in business, Finance, or Accounting competencies

Strong commercial awareness and an ability to identify the factors that drive financial performance

2+ years of Financial Modelling experience

Proficiency including Word and PowerPoint

A passion for Financial Modelling; highly motivated, and logical thinker are essential to this role

Strong interpersonal and communication skills

Willingness to learn additional tools

Other preferred skills

CFA or CPA certification or significant progress towards these or similar certifications

Experience with one or more of the following software packages: MS Access; SQL Server; Data Visualization applications (e.g., Tableau, MS Power BI); Statistical packages (e.g. MATLAB, SPSS); VBA; C#, R or Python

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$120,000 - $200,000

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2026 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

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