Sr. Analyst M&A Solutions
LPL Financial•Charlotte, NC
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
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Senior
