Senior M&A Training & Quality Specialist

About the role

Benchmark International is seeking an experienced Senior Mergers & Acquisitions (M&A) Training & Quality Specialist to strengthen Transaction Support (deal preparation) capabilities across our US offices.

Responsibilities

• Serve as a Transaction Support subject matter expert in financial analysis, business writing, CIM development, processes, systems, and best practices.
• Audit learning needs and partner with Operations and Transaction Support leaders to prioritize skill gaps and development opportunities.
• Translate complex M&A, financial, operational, and process topics into clear, practical learning experiences.
• Conduct targeted quality control (QC) reviews of CIMs and related work products to promote quality, accuracy, and uniformity across offices; provide actionable feedback, leverage AI to enhance review efficiency, and use recurring findings to identify training and process-improvement opportunities.
• Champion responsible use of AI and technology by evaluating tools, identifying practical applications, establishing guardrails, and supporting adoption.
• Host recurring meetings with US Transaction Support teams to share best practices, address challenges, communicate updates, and promote consistency across offices.
• Guide, review, and maintain training materials, presentations, facilitator guides, job aids, exercises, and assessments.
• Facilitate group, virtual, and individual training for employees at varying experience levels and reinforce learning through coaching and follow-up.
• Maintain training standards, content governance, version control, and current, scalable learning resources.
• Promote effective use of Salesforce, including data quality, reporting, workflow adherence, system best practices, and user adoption.
• Compile and analyze Transaction Support KPIs, training outcomes, and quality trends, and communicate key findings and recommendations to management.
• Support continuous improvement initiatives related to training, technology, quality, reporting, and Transaction Support processes.

Qualifications & Requirements

• Bachelor’s degree in finance, accounting, business, communications, or a related field preferred; equivalent relevant experience may be considered.
• 5+ years of relevant experience in M&A, Transaction Support, financial analysis, or a related field; prior M&A or Transaction Support experience is strongly preferred.
• Proficiency in Microsoft Excel, including formulas, data analysis, and reporting.
• Experience assessing learning needs and developing, facilitating, and improving training for adult learners.
• Strong presentation, meeting facilitation, and coaching skills, with the ability to explain complex topics clearly and engage employees across multiple offices and experience levels.
• Ability to develop and review practical, engaging training materials and learning resources.
• Strong Salesforce experience, including platform navigation, reporting, data quality, workflow support, and user guidance.
• Comfort with AI, emerging technology, and digital learning tools, including testing capabilities, identifying practical applications, establishing responsible-use practices, and supporting adoption.
• Strong business and financial acumen, including the ability to analyze financial and operational information for presentation in M&A marketing materials.
• Ability to read and interpret financial statements, tax returns, and supporting financial documentation.
• Excellent verbal and written communication skills, including professional business writing and editing.
• Demonstrated ability to review financial and narrative work products with accuracy, sound judgment, and attention to detail.
• Strong analytical, problem-solving, and interpersonal skills, including the ability to identify trends, recommend practical solutions, provide constructive feedback, and influence without direct authority.
• Ability to quickly understand diverse businesses, industries, operating models, processes, and learner needs.
• Ability to manage multiple priorities, independently lead projects, meet deadlines, and maintain accuracy in a fast-paced environment.
• Advanced proficiency in Microsoft PowerPoint, Excel, and Word; experience with learning management systems, content-authoring tools, collaboration platforms, or AI-enabled productivity tools is preferred.
• Ability to travel by plane and automobile as business needs require; no personal history of enforcement actions by the U.S. Securities and Exchange Commission, FINRA, or any state securities regulatory body.
• Ability to work in the office every day as this is not a remote or hybrid position.
• Professional dress attire is required.

Pay

Annual salary range: $70,000–$85,000, commensurate with experience.

Benefits

• Paid time off, standard holidays, birthday holidays, and community service days.
• Highly competitive company-subsidized medical, dental, vision, and AD&D insurance.
• 401(k) with company matching.
• Flexible spending and health savings accounts (FSA & HSA).
• Flexible dependent care assistance accounts.

About Benchmark International

Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service. Specializing in the transaction of mid-market companies, our teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers—whether local or international—through a combination of proprietary databases, deep market insight, and strategic outreach. We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story. Join us and be part of the next generation of leaders redefining M&A excellence. Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.