Mergers & Acquisitions Analyst

Woolpert

81d • $67,900 - $113,200

About The Position

Woolpert is hiring an M&A Analyst to join our dynamic Finance Team. This position reports to the Director of Mergers and Acquisitions and is responsible for critical support to the M&A team through financial modeling, due diligence coordination, integration scheduling and task management, reporting, and data room management. This role helps drive smooth transaction execution, lays the groundwork for successful post-close integrations, and supports coordinated integration activities across cross-functional teams.

Requirements

• Minimum of 3 years of experience in mergers and acquisitions, transaction advisory services, or a related consulting background.
• Advanced proficiency in Excel financial modeling techniques.
• Strong project management skills with a keen eye for detail and deadline orientation.
• Experience with data room platforms (e.g., Firmex, Datasite, Intralinks), document management best practices, and project management tools (e.g. SmartSheet, MS Project, Midaxo).
• Excellent written and verbal communication skills, with the ability to synthesize complex information.
• Bachelor’s degree in finance, accounting, economics, or related discipline.

Nice To Haves

• Exposure to architecture, engineering, geospatial, technology services, or professional services industries.
• Experience with ERP/CRM systems such as SAP, Oracle, or Dynamics 365.
• Proficiency in PowerPoint and familiarity with BI tools like Power BI or Tableau.

Responsibilities

• Build and maintain detailed financial models for valuation, scenario and data analysis, and synergy forecasting.
• Coordinate and execute due diligence tasks, gathering and analyzing financial, operational, and legal information.
• Manage virtual data rooms: structure documents, control access, and ensure version accuracy.
• Develop, monitor, and track integration project schedules, coordinate cross-functional workstreams, and update status reports.
• Prepare deal materials, including investment memos, board presentations, and executive summaries.
• Conduct market research and competitive benchmarking to inform deal strategy.

Benefits

• Freedom to Work program: Set your own schedule and location (as appropriate).
• Principal program: Earn the opportunity to become an owner of the firm.
• Flexible paid time off/vacation: Take time off when it makes sense for you and your team.
• Career development: Explore a wide range of learning and growth opportunities within and across industries.
• Health, life, vision, and dental insurance: Cover all your medical bases.
• Paid sick time, retirement plan, fitness reimbursement, pet insurance, identity protection, technology stipend, employee assistance program, and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree