Business Analyst

Responsibilities

• Contribute to merger, acquisition, and fundraising engagements through each stage of the deal lifecycle, from initial planning to closing activities.
• Join discussions with client leadership, including founders, chief executives, and investors, to capture priorities and support transaction progress.
• Create clear briefing documents, presentation materials, and other decision-support content for client and investor audiences.
• Develop and update lists of prospective buyers, investors, and strategic targets to support outreach and transaction strategy.
• Assist with due diligence coordination by organizing information, monitoring requests, and helping move execution workstreams forward.
• Review financial forecasts provided by clients and refine Excel-based models to support analysis and scenario evaluation.
• Monitor active opportunities, transaction timelines, and key milestones to help maintain visibility across multiple concurrent projects.
• Perform industry, market, and competitive research using modern AI-enabled tools, including Claude, to produce relevant business insights.
• Deliver client-ready materials in PowerPoint and other formats while balancing multiple assignments with minimal day-to-day supervision.

Requirements

• At least 2 years of experience in business analysis, consulting, transaction support, strategic finance, due diligence, or a related analytical function.
• Strong Excel capabilities with the ability to interpret financial projections and work confidently within structured models.
• Demonstrated experience preparing clear, effective presentations using PowerPoint for business or client-facing settings.
• Effective verbal and written communication skills, with the confidence to interact effectively with executives and external stakeholders.
• Familiarity with AI-supported research platforms, including Claude or similar tools, for gathering and synthesizing information.
• Proven ability to stay organized, manage competing deadlines, and perform well in a fast-paced entrepreneurial environment.
• Self-directed work style with the judgment to move projects forward independently while maintaining quality and responsiveness.
• Interest in healthcare, technology, startups, venture capital, or M&A-related work is strongly preferred.

Qualifications

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans.