Senior Analyst, Mergers and Acquisitions

INSURICA, Inc•Oklahoma City, OK

3d•$90,000 - $125,000•Onsite

About The Position

The Senior Analyst – Mergers and Acquisitions will support the agency’s acquisition strategy by assisting with financial due diligence and coordinating financial integration activities for newly acquired businesses. Working closely with Corporate Accounting, Operational Accounting, and Operational leadership to ensure newly acquired partners are successfully integrated into the company’s financial reporting structure, the Senior Analyst – Mergers and Acquisitions will follow acquisitions from the initial diligence phase, through post-closing integration, and throughout the earnout period (typically 1–3 years).

Requirements

4 – 6 years of previous accounting, financial analysis, or transaction advisory experience preferred
2 – 4 years of previous acquisition diligence or post-merger integration experience preferred
2 – 4 years of previous transaction advisory experience preferred
Previous insurance brokerage, financial services, operations management, or other acquisitive industries preferred
Bachelor’s degree in Accounting, Finance, Business, or related field preferred
Highly organized and analytical, with a strong attention to detail
Strong project management/project-based skills
Ability to work collaboratively and effectively with acquired entities
Ability to learn, adapt, and work within acquired agency systems
Strong financial analysis skills, with the ability to manage multiple projects and deadlines simultaneously
Ability to effectively and consistently utilize AI/assistive technology in the performance of job duties
Ability to travel, approximately 2 to 3 visits per acquisition, or more as needed, as well as to the OKC/Austin offices for required meetings and team building (if working remotely)
Excellent PC skills, with a focus on the Microsoft Suite of products (Excel, Word, Outlook, Teams, etc.) and the ability to effectively utilize agency management systems
Strong leadership skills, with the ability to influence others
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Responsibilities

Assist with financial diligence for prospective acquisitions; collect and analyze financial information from target companies, including revenue, expenses, customer mix, and variable compensation structures; identify areas requiring additional diligence or clarification
Prepare summary schedules of historical financial performance; support the preparation of internal diligence summaries for leadership
Serve as the finance point of contact for newly acquired businesses following closing; coordinate post-close integration activities across finance, accounting, and operational teams
Collaborate with sellers and internal accounting teams to align financial reporting and data structures; assist with mapping financial data to the company’s reporting format
Assist with system migrations to satisfy operational and financial requirements post conversion; track integration milestones and ensure required financial information is delivered on time
Develop and effectively maintain a “Purchase Accounting Workbook” detailing the review/notation of accounting-related legal purchase documents, for review/approval of the Financial Accounting Manager
Coordinate monthly reporting for newly acquired businesses during the integration period; collaborate with segment accounting teams to ensure acquisition financial results are incorporated into company reporting
Assist with reconciliation of historical financial data and integration adjustments
Develop and maintain integration checklists and acquisition tracking tools, ensuring accuracy; monitor multiple acquisitions simultaneously and track the status of diligence and integration activities
Ensure documentation and financial records related to acquisitions are properly organized and maintained
Expectation for the use of AI/Technology as an ongoing resource in the performance of essential job functions, ensuring overall efficiency
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
Participate in seminars and other training to maintain required licenses and for knowledge and skill development