Senior Mergers & Acquisitions Analyst
About The Position
The Senior Merger & Acquisitions Analyst will be responsible for various functions related to the acquisition process including task management, analysis of financial statements and related financial data, and support of other members of the Mergers & Acquisitions Team. This role leverages AI-enabled tools and automation to improve efficiency, accuracy, and the quality of insights across workflows. The analyst will present analysis of acquired companies’ financial results versus the pro forma and budget, develop analyses, projections, reports, and presentations, and provide supporting data for and present working capital computation. The role also involves assisting in special projects and performing administrative tasks such as scanning, data entry, scheduling conference calls, and coordinating travel/meetings.
Requirements
- Bachelor’s degree in related field or equivalent work experience to substitute for the bachelor’s degree.
- Minimum of 5 years of related experience.
- Analytical skills; capable of deciphering financial data and interpreting relevant information and statistics
- Effective communication skills for accurate and concise oral and written presentations to the M&A Team, Sellers and their accounting and legal advisors
- Ability to manage multiple projects with competing priorities
- Required to be proficient in Windows based office technologies (ex. Word, Excel, PowerPoint)
- Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Networks with senior internal and external personnel in own area of expertise.
- Act with integrity in all ways and at all times, remaining honest, transparent, and respectful in all relationships.
- Keep the patient at the center of everything that you do, building lifelong trust.
- Foster open collaboration and constructive dialogue with everyone around you.
- Continuously innovate new solutions, influencing and responding to change.
- Focus on superior outcomes, and calibrate work processes for outstanding results.
Nice To Haves
- 3+ years of public accounting, industry accounting/finance or banking experience working on the valuation of companies.
Responsibilities
- Review and organize incoming acquisition information
- Develop pro forma and business case for potential acquisitions
- Assist in preparation of term sheets and cover letters
- Perform and coordinate due diligence
- Leverages AI‑enabled tools and automation to improve efficiency, accuracy, and the quality of insights across workflows
- Present analysis of acquired companies’ financial results versus the pro forma and budget
- Develops analyses, projections, reports, and presentations
- Provide supporting data for and present working capital computation
- Assist in special projects
- Assist with tasks as required; scanning, data entry, scheduling of conference calls, coordination of travel / meetings, etc.
Benefits
- Competitive Compensation Packages
- 8 Paid National Holidays & 4 additional Floating Holidays
- PTO that includes Vacation and Sick time
- Medical, Dental, and Vision Benefits
- 401k Savings and Retirement Plan
- Paid Parental Bonding Leave for New Parents
- Flexible Work Schedules and Part-time Opportunities
- Generous Employee Referral Bonus Program
- Mentorship Programs- Mentor and Mentee
- Student Loan Repayment Assistance by Location
- Relocation Assistance
- Regional & National traveling CPO/CO/CP opportunities
- Volunteering for Local and National events such as Hanger’s BAKA Bootcamp and EmpowerFest
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
