Corporate Development Associate

Responsibilities

• Lead preparation of financial reporting, presentations and analysis for Management, Board of Directors, banks, auditors, and private equity sponsors.
• Support preparation of internal monthly business updates, including KPI dashboards, board materials, and variance analyses.
• Work with business and operational stakeholders to assess drivers of financial performance and identify improvement opportunities.
• Drive insights through data analytics by partnering with business units and leveraging tools such as Excel and BI platforms (Data Rails, Power BI).
• Supports the identification, valuation, planning, and execution of internal and external business development opportunities and acquisitions.
• Gathers and evaluates data, including financial and operational information, developing projections and valuation analyses.
• Perform qualitative and quantitative analysis of potential acquisitions, financings, and research potential M&A targets.
• Perform pro forma financial analysis, budgeting/forecasting, business valuations, and assists in the preparation of financial models and other materials to be used in presentations and as support for financing and M&A transactions.
• Analyze industry trends and provide insights to management and private equity sponsors.
• Aid in due diligence processes by working closely with sellers and third parties (e.g., tax, legal, accounting).
• Aid in the development and maintenance of forecasting, budgeting, and strategic planning models to guide company-wide decision-making.

Qualifications

• Education and/or Experience: Bachelor’s degree from a four-year college or university, with preference given to a specialized degree in Accounting, Finance, or Economics. Minimum of three years of relevant business experience, with preference given to roles in M&A, investment banking, corporate finance, or FP&A.
• Technical Knowledge, Skills, And Abilities: Strong understanding of financial statements, forecasting, budgeting, and financial modeling. Advanced financial modeling, acquisitions analyses, and business valuation skills. Adept at building, maintaining, and improving financial models and dashboards. Demonstrated knowledge of primary valuation methodologies and return metrics. High proficiency in Excel and PowerPoint; experience with BI tools and financial systems (e.g., Adaptive, Anaplan, Tableau, Power BI, Datarails) a plus. Able to analyze large data sets and distill insights to support decision-making.
• Process Knowledge, Skills, And Abilities: Highly detail-oriented and organized, with the ability to manage multiple priorities and deadlines. Clear and concise communicator, both written and verbal. Strong project management and organizational skills. Ability to communicate complex financial information clearly across departments and to senior leadership.
• Communication Skills: Excellent communication, interpersonal, and presentation skills. Strong interpersonal skills and ability to communicate across departments and with senior leaders. Comfortable operating in a fast-paced, highly collaborative, dynamic environment.

Benefit Overview

• Competitive wage.
• Health and wellness benefits including medical, dental, vision coverage, and options for supplemental care.
• Resources to support well-being, including: Competitive Paid Time Off (PTO), Safe Harbor 401(k) – 100% employer match up to 5% of base pay and immediate vesting, Holiday pay, Paid Parental Bonding Time, Employer subsidized medical, dental, and vision plans, Employer paid life insurance and short-term disability, Voluntary long-term disability, accident, critical illness, and hospital indemnity insurance, 24/7 Access to virtual care/telehealth options, Health Savings Account (HSA) with employer contribution; Flexible spending accounts (FSA), Wellbeing program with opportunity to earn reduced medical costs, Employee Assistance Program (EAP) for you, and your family, Tuition reimbursement, Employee referral bonus program, Employee service milestone recognition program.
• EEO & E-Verify Participating Employer.