Financial Analyst Mergers & Acquisitions

Major Responsibilities

• Conducts company, market, industry, and competitive research to identify and evaluate strategic growth opportunities.
• Supports mergers and acquisitions, divestitures, partnerships, investments, and other corporate development initiatives from initial screening through execution.
• Builds and maintains financial models, valuation analyses, transaction comparables, and scenario analyses to support investment recommendations.
• Affords assistance with due diligence by coordinating information requests, reviewing materials, summarizing findings, and tracking open items across internal and external stakeholders.
• Prepares executive-ready presentations, investment memos, target profiles, meeting materials, and other communications for senior leadership review.
• Maintains acquisition pipeline data, target company profiles, deal trackers, and other tools used to monitor corporate development activity.
• Collaborates with Finance, Legal, Tax, HR, Operations, and other functional teams to support transaction analysis, execution, and post-closing planning activities.

Minimum Job Requirements

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• Experience: 2-5 years of experience in corporate development, investment banking, transaction advisory, valuation, financial planning and analysis, or related analytical role.
• Knowledge / Skills / Abilities:
  • Strong analytical and quantitative skills, including the ability to interpret financial statements, operating metrics, and market data.
  • Foundational understanding of corporate finance, valuation methodologies, financial modeling, and M&A transaction processes.
  • Excellent organizational skills with the ability to manage multiple workstreams, deadlines, and diligence requests in a fast-paced environment.
  • Strong written and verbal communication skills, including the ability to summarize complex information clearly for leadership audiences.
  • Detail-oriented, proactive, and collaborative, with sound judgment and discretion when working with confidential transaction information.
  • Ability to effectively utilize Microsoft Excel, PowerPoint, Word, Outlook, Power BI, Teams, and other tools used for analysis, presentations, and project coordination.