Sr. Analyst M&A Solutions

LPL Financial•Fort Mill, SC

2d•$81,267 - $135,445

About The Position

The Senior Analyst for LPL’s M&A Deal Support team plays an instrumental role throughout the lifecycle of an M&A transaction. This role is responsible for helping to deliver seamless M&A transaction support for LPL’s advisors, institutions, and internal partners that results in successful deal execution.

Requirements

Bachelor’s degree in finance, business, economics, or a related discipline
2-5 years’ experience in relationship management, corporate finance, or related roles requiring strong follow-up and analytical skills
2+ years’ experience in financial services, with an understanding of M&A, valuation, lending and deal term options to guide advisors to make educated decisions
2+ years’ experience working in Excel and PowerPoint
Effective communication, presentation and writing skills to present complex topics in an engaging way
Ability to synthesize complex processes and communicate into digestible messages
Strong execution, efficient project management and key deliverable tracking skills
Can manage multiple deals/projects and prioritize as needed
Excellent problem-solving skills

Nice To Haves

Experience with CRM tools such as Salesforce

Responsibilities

Manage task assignments and targeted completion dates throughout the M&A transaction
Leverage internal teams and resources proactively to ensure key milestones are completed and advisor expectations are consistently met
Provide valuation and modeling support for Comprehensive Deal Support Engagements
Prepare for and participate in advisor calls
Manage the M&A deal financing process
Become a subject matter expert in small business mergers and acquisitions, both in analytical deal-making deliverables and the operational processes of due diligence and integration
Lead in developing, continuously improving, and streamlining processes and scalable solutions for advisor M&A deal execution
Provide deal deliverables and analysis, including cash flow analysis, license comparisons, advisory billing recaps, purchase agreement drafts, deal decks and the closing packet
Identify and escalate deal risks to the Deal Consultant
Manage the deal team’s key metrics and deal statistics