Transaction Support Analyst

Benchmark International • Nashville, TN

4d • Onsite

About The Position

Benchmark International is hiring a sell-side M&A Transaction Support Analyst for its Tampa office. The analyst collects, analyzes, summarizes, and discusses sensitive client data to prepare businesses for potential sale, identifying risks and opportunities through review of financial statements, contracts, and other corporate documents. The role supports deal analysis, working capital analysis, financial activities, due diligence coordination, and preparation of marketing materials so buyers receive accurate, compelling information throughout the M&A process.

The position works across financial analysis, data management, client communication, and marketing-material development. It is client-facing and requires handling sensitive or difficult information professionally, managing client-specific sensitivities, and keeping engagements progressing smoothly. The analyst works with clients and deal teams to prepare businesses for market and support successful transaction outcomes.

This is a full-time, in-office position in Tampa. The employee must work onsite Monday through Friday; the role is not remote or hybrid, and professional business attire is required. The position offers a base salary of $55,000 per year, depending on experience, qualifications, and overall fit, with the opportunity for an additional end-of-year bonus based on team performance. Benchmark International cannot sponsor work visas for candidates.

Requirements

• Bachelor’s degree with a concentration in Finance, Economics, or Accounting, or an advanced degree in one of those fields.
• 1–3 years of experience in investment banking, transaction advisory, corporate finance, or a similar analytical role.
• Excellent verbal and written communication, analytical, mathematical, interpersonal, and presentation skills.
• Ability to communicate difficult information professionally, manage client sensitivities, and keep engagements progressing smoothly.
• Ability to read, analyze, and interpret general business periodicals, professional journals, and industry reports.
• Ability to write reports and business correspondence, present information effectively, and respond to questions from internal and external stakeholders.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Proficiency reviewing and interpreting financial statements, internal financial reports, and tax filings to assess business performance and financial health.
• Advanced proficiency in Microsoft Excel and strong computer skills across email, word processing, databases, recordkeeping, and presentation software.
• Ability to manage multiple client assignments and workstreams simultaneously while meeting rigorous deadlines.
• Strong prioritization and organization skills.
• General understanding and awareness of businesses and operations across various industries.
• No personal history of enforcement actions by the Securities and Exchange Commission, FINRA, or any state securities regulatory bodies.
• Ability to obtain a Florida real-estate sales associate license within 90 days of employment.
• Must be available to work onsite Monday through Friday; this is a full-time, in-office position and is not remote or hybrid.
• Professional business attire is required.
• Must have a highly energetic, passionate, positive, motivated, can-do attitude and a strong ambition to succeed in the industry.

Nice To Haves

• Professional business-writing experience, including writing business plans, CIMs, and teasers.
• Salesforce experience.

Responsibilities

• Develop and maintain client relationships through effective communication to help meet buyer and seller expectations.
• Gather comprehensive information about client businesses from multiple sources to ensure thorough, accurate analysis for client promotion.
• Prepare and routinely update client marketing materials, including Confidential Information Memorandums (CIMs) and teasers, financial statements, and business intelligence reports highlighting company strengths and opportunities.
• Analyze clients’ historical, current, and expected future financial performance and prepare financial statements.
• Organize and maintain virtual data rooms (VDRs) for accuracy and completeness.
• Keep the CRM system up to date with information about each client.
• Provide consultative guidance on accounting, financial, and valuation matters.
• Participate in proactive team efforts to achieve departmental and company goals.
• Provide leadership to others by example and by sharing knowledge and skills.
• Comply with company policies, practices, and procedures.
• Perform other duties as assigned.

Benefits

• Paid time off, standard holidays, birthday holidays, and community service days.
• Company-subsidized medical, dental, vision, and AD&D insurance.
• 401(k) with company matching.
• Flexible spending and health savings accounts (FSA and HSA).
• Flexible dependent care assistance accounts.
• Opportunity to earn an additional end-of-year bonus based on team performance.
• Two paid workdays per year for employees to provide labor and skills to the community.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level