Finance Merger & Acquisition Associate

Captrust • Raleigh, NC

8d • Onsite

About The Position

CAPTRUST is seeking a Finance Merger & Acquisition Associate to support all reporting and analysis requirements for the M&A Team. As part of the team, the associate will be heavily involved in all aspects of the deal lifecycle from pre-deal operational and synergy reviews to 'Day 1' planning and post deal implementation. The ideal candidate will be team-oriented with a strong work ethic, well-organized, collaborative, and accountable all the while possessing a sense of urgency while performing under tight deadlines. This position will have an immediate opportunity to impact efficiency, provide ideas for process improvements, and help drive insights for a rapidly growing company.

Requirements

• Bachelor’s degree in Finance or equivalent combination of training and experience required
• Understanding financial statement analysis and valuation modeling
• 1-2 years of finance experience required

Nice To Haves

• Advanced proficiency in Microsoft Office specifically Excel
• Organization skills with a strong sense of priority, urgency, and commitment to deadlines in a fast-paced environment
• Self-starter with a strong work ethic who can prioritize and re-prioritize with little supervision
• Detail oriented, deep analytical skills, and a desire to learn
• Interpersonal skills to work collaboratively with colleagues at all levels

Responsibilities

• Maintain detailed deal records and ensure accuracy in tracking opportunities as they progress through each phase of the deal process
• Assist in preparing materials for deals in different phases of the process for internal and external parties
• Assist with assessing acquisition target metrics including financial statements, performance and operational fit
• Perform financial analysis, pricing and valuation modeling
• Participate in due diligence meetings
• Perform quality of earning assessments on acquisitions revenues and expenses
• Analyze post-close acquisition performance
• Create and maintain reporting dashboards, analyses and presentations on passed, lost, won and post close acquisition performance
• Evaluate and summarize company, industry, market, and competitor research
• Support the M&A team in pipeline and acquisition efforts aligned with our broader revenue and profitability goals
• Collaborate with cross-discipline team members to support collaboration and promote a positive acquisition experience

Benefits

• Company discretionary bonus.
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
• Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working?

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees