Mergers & Acquisitions Consultant - Employee Benefits

Alliant Insurance Services • New York, NY

421d • $120,000 - $135,000

About The Position

The Mergers & Acquisitions Consultant at Alliant Insurance Services is responsible for contributing to the M&A Practice by analyzing data room content and conducting detailed assessments of potential acquisitions. This role involves leading due diligence processes, collaborating with internal and external partners, and providing insights on transactional risks associated with client acquisitions. The position offers opportunities for individual and career growth within a dynamic and expanding company.

Requirements

• Bachelor's Degree in Business, Accounting, Finance, Economics or related field, or equivalent combination of education and experience.
• Six (6) or more years of related work experience in employee benefits/insurance, human resources, or in mergers and acquisitions.
• Experience in project management.
• Excellent verbal and written communication skills.
• Demonstrated passion for analytics and insights from processing raw information and data.
• Excellent problem-solving and time management skills with the ability to work independently.
• Ability to meet deadlines and thrive in a fast-paced environment with multiple competing priorities.
• High level of attention to detail.
• Advanced in MS Word, MS Excel, and PowerPoint.

Responsibilities

• Perform due diligence on acquisition opportunities, including collecting and analyzing financial and operational reports and data.
• Lead the due diligence processes with internal and external partners, collaborating with internal deal and integration teams and external legal, tax, and accounting firms.
• Review and analyze data to assess suitability and impact of potential acquisitions for clients, including HR, Payroll, and Employee Benefits cost and program structure.
• Review transaction structure, status, and deal timing to determine due diligence content.
• Review client's inventory in data room and document to identify/follow-up on missing items.
• Project manage and review due diligence to coordinate with third-party advisors and stakeholders for timely adjustments for purchase agreements and negotiations.
• Develop and maintain a library of turn-key proprietary templates and content resources for all phases of M&A deals.
• Prepare reports on findings from analysis and assessments of data from potential acquisition's data room and other sources.
• Respond to senior management at Alliant and Private Equity firm client questions.
• Create and prepare data and reports with other deal teams within Alliant M&A practice.
• Ensure all final reporting addresses open items and corrective actions to facilitate transactional risk placements, including Reps & Warranties.
• Peer-review reports and analysis of other team members.
• Contribute to developing and improving processes in the private equity practice.
• Comply with agency management system data standards and data integrity.
• Present findings to Private Equity firms, as needed.

Benefits

• Health insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1-10 employees