M&A Operations Specialist

Talent Acquisition Team at Westland Insurance. Text reply only. • Surrey, BC

47d • Hybrid

About The Position

We’re searching for a M&A Operations Specialist. Are you searching for new possibilities?
Westland Insurance Group is growing and has an exciting opportunity for a M&A Operations Specialist to join our M&A team. This is an internally facing role designed for someone who thrives on structure, governance, and driving accountability. If you’re analytical, organized, and energized by managing complex initiatives in a fast-paced, acquisitive environment, this could be the opportunity for you. Are you passionate about strategy execution and ensuring priorities move forward? Do you enjoy bringing discipline to processes, following up to drive commitments to completion, and providing leaders with clear, insightful reporting? If so, you’ll love working with Westland’s M&A team.
Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.
Discover what’s possible, with Westland.
The Westland story is all about growth - and that includes acquisition growth. Every day, we prove that building a great business means investing in communities, clients, and each other with equal commitment. As we continue to expand, we’re inviting talented professionals like you to help power our next chapter.
As a M&A Operations Specialist, you’ll play a critical role in supporting the early M&A lifecycle by driving acquisition sourcing objectives and strengthening governance, reporting, and execution discipline. This is an internally focused, analytical, and execution-oriented role where you will manage the full acquisition sourcing pipeline, establish reporting and management routines for senior leadership, and drive accountability across sourcing activities. You’ll work closely with M&A leadership and senior leaders across the organization to ensure sourcing objectives are achieved and strategic priorities remain on track.
Interested in learning more?

Requirements

• Bachelor’s degree in a relevant field such as strategy, entrepreneurship, marketing, engineering, business management, finance, or project management
• Minimum 3 years’ direct experience in corporate development, B2B sales or marketing, project management, or consulting
• Highly organized and detail-oriented, with the ability to manage multiple priorities, deadlines, and concurrent projects
• Comfortable working with senior leaders, building trust, and influencing without direct authority
• Strong analytical and intermediate financial acumen, including the ability to read and summarize financial statements, understand revenue, EBITDA, profitability measures, performance metrics, and basic valuation techniques
• Highly proficient in MS365 applications, Salesforce, project management tools, and data analysis
• Strong communication skills, including the ability to prepare clear, well-structured materials and articulate complex concepts both written and verbal
• Demonstrated emotional intelligence, collaboration skills, and interpersonal effectiveness

Responsibilities

• Own and manage the full acquisition sourcing pipeline, ensuring accurate Salesforce tracking and timely progression of all prospects
• Establish and maintain insightful reporting of sourcing activities (dashboards, activity reports, outreach tracking) and overall M&A KPIs (e.g., ROI, performance tracking, synergies tracking) for senior leadership
• Develop and maintain clear, insightful reporting and dashboards on sourcing activity and M&A KPIs for senior leadership
• Partner with the broader M&A Team and Business on formal outreach initiatives, including acquisition campaigns, development of pitch decks, and outbound communication materials
• Support M&A lifecycle objectives by assisting the Deal Team with pre-planning, business casing, documenting goals and timelines, and coordinating cross-functional tasks
• Coordinate meetings, track milestones and action items, and support execution across multiple concurrent deals
• Provide analytical, operational, reporting, and ad hoc support throughout the M&A lifecycle

Benefits

• An open, flexible and welcoming workplace
• Plenty of opportunities to grow and learn
• Autonomy to own your own success
• Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds
• A total rewards program that takes care of your financial, physical, and mental health
• Flexible paid Values Days to celebrate days important to you
• Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees