Corporate Development Analyst
Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. Founded in Sacramento, California in 1993, Allworth is a multi-billion dollar, private equity-backed, multi-branch Registered Investment Advisor. The firm delivers long- and short-term investment planning solutions as a fee-based, employee-centric fiduciary, emphasizing client well-being and education. Allworth has received the "Circle of Excellence" award for employee and client satisfaction and was recognized as a Barron's Top 40 RIA in 2024.
About the role
Support acquisition growth through financial analysis and modeling, valuation, due diligence, and integration activities within the Corporate Development (Mergers & Acquisitions) team. This is a full-time, exempt, remote or hybrid position with flexibility to work in the Folsom, CA or Addison, TX office.
Responsibilities
- Review diligence data for potential acquisitions and prepare valuation analyses through the building of proforma P&Ls, including evaluating any open items required to complete analyses
- Prepare transaction due diligence packages for Board approval of the transaction
- Prepare presentation packages on M&A opportunities and closed/won transactions for Board meetings
- Develop presentation material and other key transaction-related documentation, such as Letters of Intent and Purchase Agreement disclosures, to support corporate development activities
- Manage diligence data room to ensure timely review of data provided by potential partners
- Support post-merger tracking to ensure deal value is realized
- Monitor and report to senior leadership on the status of corporate development opportunities being pursued
- Identify opportunities to streamline existing processes, improve efficiency, and leverage technology to reduce manual work
- Perform ad-hoc financial and operational analysis and reports as required
Requirements
- Bachelor's degree in Finance, Accounting, Business, or related field
- 2+ years of professional experience in Corporate Development (M&A), Strategic Finance, Consulting, Auditing, Operations, Investment Banking, or similar environment working as a data analyst or financial analyst
- Experience working with private equity-backed firms (a plus)
- Process-oriented and highly organized, with excellent attention to detail
- Strong analytical and problem-solving skills
- Excellent verbal and written communication skills
- Strong interpersonal and organizational skills
- Advanced Excel and PowerPoint skills
- Familiarity with AI tools (e.g., Claude, ChatGPT)
Benefits
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for flexible paid time off policy
- Non-exempt associates receive 15 days of paid time off annually during the first three years of employment
- 11 paid holidays
- Option to participate in Equity Purchase Program (contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company
Pay
Base salary range: $100,000–$110,000