Senior Financial Analyst, M&A
About The Position
Westland Insurance Group has an exciting opportunity for a Senior Financial Analyst, M&A to join our M&A team. This is an opportunity for a finance professional who enjoys combining analytical thinking with strategic decision-making in a fast-paced acquisition environment. If you're passionate about financial analysis, due diligence, and helping shape business growth through acquisitions, this could be the opportunity for you. As a Senior Financial Analyst, M&A, you'll play a key role in supporting the end-to-end acquisition lifecycle through financial analysis, valuations, due diligence, and transaction execution. You'll prepare financial models, evaluate investment opportunities, and transform complex financial data into standardized analyses that support informed decision-making. Working closely with the broader M&A team, legal partners, operational leaders, and integration teams, you'll help coordinate information flow throughout the deal process while building strong relationships with acquisition targets and ensuring transactions progress efficiently.
Requirements
- Bachelor's degree in Commerce/Business with a focus on finance or accounting
- CPA designation (completed or nearing completion); CFA or CBV designation considered an asset
- 3–4 years of experience in corporate finance, M&A advisory, corporate development, or a similar transaction-focused environment
- Advanced Excel and financial modelling skills with strong analytical capabilities
- Proficiency with Microsoft PowerPoint and Word for developing executive-level presentations and materials
- Exceptional critical thinking, analytical, and problem-solving skills with strong attention to detail
- Excellent verbal and written communication skills, with the ability to build relationships across internal teams and external stakeholders
- Ability to manage multiple priorities, adapt to changing business needs, and thrive in a collaborative, fast-paced environment
Nice To Haves
- CFA or CBV designation
Responsibilities
- Prepare financial models, valuations, and standardized financial data books to assess acquisition opportunities and support investment decisions, including quality of earnings analysis, normalization adjustments, and synergy assessments.
- Support deal execution by preparing letters of intent, transaction documentation, and financial analyses while coordinating the flow of information throughout the acquisition process.
- Manage virtual data rooms and oversee document collection, organization, and distribution to ensure efficient collaboration between internal teams, external advisors, and acquisition targets.
- Conduct financial due diligence by analyzing target company information, identifying key risks and opportunities, and communicating findings to support acquisition recommendations.
- Partner closely with internal stakeholders, including Legal, Operations, IT, Accounting, and Integration teams, as well as external legal and accounting advisors, providing financial data and responding to questions throughout the transaction lifecycle.
- Build and maintain strong relationships with acquisition targets by coordinating information requests, communicating transaction requirements, and serving as a trusted point of contact throughout the deal process.
- Prepare executive presentations and ad hoc financial analysis to support strategic initiatives, business development activities, and acquisition decision-making.
Benefits
- Competitive annual short-term incentive program
- Financial assistance for approved work-related training/development courses leading to certification
- Programs that offer professional development, including seminars and conferences
- An open, flexible and welcoming workplace
- Plenty of opportunities to grow and learn
- Autonomy to own your own success
- Inclusive culture
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
