M&A Analyst

Position Summary

Essential Duties and Responsibilities

• Conduct detailed financial modeling including discounted cash flow (DCF) comparable company analysis and precedent transaction analysis.
• Perform valuation assessments to determine the financial attractiveness of potential acquisition targets.
• Support due diligence processes by gathering analyzing and validating financial operational and legal information.
• File maintenance including coordination with sellers 3rd party diligence providers and internal department heads.
• Project management - Tracking progress of ongoing acquisition processes
• Prepare investment memoranda presentations and reports for senior leadership and board review.
• Research industry trends competitive landscapes and market dynamics to identify strategic opportunities.
• Assist in building and maintaining a pipeline of potential acquisition targets.
• Collaborate with internal teams (finance legal operations strategy) and external advisors (investment banks consultants auditors).
• Track post-acquisition performance and support integration planning as needed.
• Monitor financial performance of portfolio companies or acquired assets.

Qualifications

• Bachelors degree in finance Accounting Economics Business or a related field.
• Strong financial modeling and quantitative analysis skills.
• Proficiency with Excel PowerPoint and financial databases (e.g. Capital IQ Pitchbook Bloomberg).
• Excellent analytical problem-solving and critical-thinking abilities.
• Strong communication skills with the ability to present complex information clearly.
• High attention to detail and ability to manage multiple projects simultaneously.
• Understanding of corporate finance valuation techniques and M&A processes.
• 13 years of experience in investment banking private equity corporate development or management consulting.
• Experience supporting due diligence or transaction execution.
• Professional certifications (CFA CPA or progress toward them) are a plus.

Competency

• Curious proactive and eager to dive into complex financial and strategic challenges.
• Comfortable working in fast-paced environments with tight deadlines.
• Strong team player with the ability to collaborate across departments.

Physical Requirements

• Primarily a sedentary role requiring extended periods of sitting working at a desk and using a computer.
• Frequent use of hands and fingers to operate computers.
• Occasional standing walking bending and reaching in an office environment.
• Ability to lift and carry light materials (up to approximately 1015 pounds) such as files laptops or office supplies.
• Capacity to work extended hours as required to meet business deadlines including peak transaction periods.
• Must be able to communicate effectively in person via phone and through virtual meeting platforms.

• Paid Holidays
• Two medical plans
• Two dental plans
• Vision
• $15K Employer paid Life and AD&D
• Voluntary Insurance plans
• 401(k) Plan
• Short Term Disability
• Long Term Disability
• Hospital Indemnity
• Cancer plan
• Accident
• PTO
• Employee Assistance Program
• Sign on Bonus
• Employee Referral Bonus

Required Experience:

IC