Full-Time
Analyst – Investment Banking
Posted on 9/10/2026
UHY
1,001-5,000 employees
Audit, tax, consulting, and advisory services
No salary listed
Farmington Hills, MI, USA
In Person
Some travel may be required to client sites during engagements.
Bachelor's
 Finance & Banking (1) |
|---|
Get referred to UHY
See people who can refer or advise you
- A bachelor's degree in finance, economics, or a related field.
- One to three years of experience in a relevant position.
- The ability to work for prolonged periods at a desk and in front of a computer screen.
- The ability to lift up to 15 pounds at a time.
- Conduct in-depth financial analysis of potential investment opportunities, including financial modeling, valuation, and due diligence.
- Research and analyze industry trends, market conditions, and competitor data to provide insights and recommendations to clients.
- Assist in preparing client presentations, pitch books, and financial reports to communicate complex financial information.
- Collaborate with senior team members to execute mergers and acquisitions, capital raising, and other financial transactions, including drafting transaction documents and managing project timelines.
- Conduct due diligence activities by reviewing financial statements, contracts, and legal documents to identify potential risks and opportunities.
- Ensure compliance with relevant financial regulations and reporting requirements.
- Develop and maintain complex financial models to assess financial scenarios and support decision-making.
- Build and maintain client relationships by providing service and insights throughout the transaction process.
- Work with legal, accounting, and tax professionals to execute financial transactions successfully.
- Travel to client sites during engagements when required.
- Series 7, 79, and/or 63 designations.
- Any FINRA licenses, CFA charters, and other industry-specific designations.
UHY provides audit, tax, consulting and advisory services to middle-market clients. Its work combines attest services delivered by UHY LLP with tax and business consulting from UHY Advisors, Inc., operating under an alternative practice structure and as separate legal entities within the UHY network. Engagements involve teams with experience across many industries to give clients a 360-degree view of their business and develop flexible, practical solutions through collaboration. The firm differentiates itself as an independent member of the UHY International network, offering scale and cross-border capability within a top 20 international network while maintaining a strong focus on the middle market. The goal is to help clients address business challenges with tailored services and guidance that support growth, compliance and strategic decisions.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$6.6M
Headquarters
Chicago, Illinois
Founded
2000
Get referred to UHY
See people who can refer or advise you
Simplify's Take
What believers are saying
- UHY Wealth Management launched with SEC registration in March 2026.
- RBT integration lifts UHY wealth assets to about $1.5 billion.
- MICFO adds fractional CFO services, targeting entrepreneur-led clients on UHY's national platform.
What critics are saying
- Near Intelligence trustee sued UHY LLP on October 30, 2025 over audit failures.
- Fifteen acquisitions since 2024 strain integration, partner retention, and service consistency.
- A stalled pipeline freezes growth and turns Summit's bet into a low-margin firm.
What makes UHY unique
- Summit Partners backed UHY in late 2024, funding AI and acquisition firepower.
- UHY completed roughly 15 combinations since COVID, including RBT CPAs in July 2026.
- RBT, Larson, CMJ, and MICFO expand wealth, tax, and CFO-advisory depth nationwide.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Paid Vacation
Company News
Top 30 accounting firm UHY has combined with Adamson & Co., the largest independently owned CPA firm in Corpus Christi, TX.
UHY, ranked No. 26 on Accounting Today's 2026 Top 100 Firms list, has acquired Michigan CFO Associates to expand its advisory capabilities. MICFO, founded in 2006 and based in Clinton Township, Michigan, provides fractional CFO and financial leadership services to entrepreneur-led businesses. UHY reported $471 million in revenue with roughly 200 partners and over 2,000 staff across 40 offices. The acquisition follows UHY's private equity investment from Summit Partners in December 2024, which has fuelled multiple acquisitions. "As entrepreneurs navigate increasing complexity, they need strategic financial insight," said Steven McCarty, CEO of UHY. The firm's client advisory services practice is growing rapidly.
The Top 50 Firm UHY acquired accounting and advisory firm ALW in Betterndorf, Iowa.
UHY has acquired CMJ, expanding the Top 50 firm's presence in New York State and adding expertise in construction and financial services. The deal adds one office to UHY, with CMJ founders Paul Curtis and William Jeffreys joining as partners alongside their staff. UHY, ranked No. 26 on Accounting Today's 2025 Top 100 Firms list, reported $385 million in revenue with 190 partners and over 1,700 employees across 35 offices. The acquisition follows UHY's December 2024 private equity investment from Summit Partners, which has fuelled significant M&A activity. In 2025 alone, UHY has expanded into the St Louis area through acquisitions of Sabino & Co. and Botz Deal & Co., and added Tama, Budaj & Raab in Michigan.
UHY, a top 30 accounting firm, has expanded into Ohio by merging with Cincinnati-based CPA firm Flynn & Co. Financial terms were not disclosed. This merger marks UHY's first Cincinnati office, led by Managing Partner Richard Flynn. UHY's CEO, Steven McCarty, highlighted Cincinnati's economic growth and the merger's potential to enhance client services. This is UHY's third M&A deal since receiving private equity funding from Summit Partners last December. UHY has over 2,000 professionals in 42 U.S. offices.