M&A Business Analyst

Position Summary

Job Title: M&A Business Analyst 

 

Company Overview: 

Crete United was founded in 2020 and is one of the largest and fastest growing unified networks of local mechanical, electrical and plumbing (MEP), Building Automation and Energy Efficiency Solutions companies in the US with over 40 companies spanning 17 states. Our power is our network, and our network is expanding.

At Crete United, we turn aspiration into action. We believe that by integrating ourselves within our communities, we can help create healthier places and healthier lives. To us, sustainability is much more than just going carbon neutral. It’s a way of life and work. It’s a commitment. And it’s what we work toward every single day here at Crete United.

If you want a career with an organization that prioritizes the physical and mental health of its people and their communities - a single source sustainability powerhouse, look no further.

Job Description:

M&A Business Analyst

We are seeking a M&A Business Analyst with a strong background in Accounting or Finance, particularly in an investment banking, corporate development, or private equity environment to join our M & A team. The primary responsibilities of this role are to perform in-depth analyses to evaluate acquisition opportunities, track our active diligence workstreams, and maintain internal M&A reporting materials. This role will work closely with our Vice President of M&A in evaluating our potential acquisition targets and assisting with overall deal execution. An ideal candidate will be someone who thrives in an entrepreneurial environment and possesses strong technical skills.

 

Key Deliverables and Responsibilities

• Support VP of M&A with in-depth analyses of key financial and operational data
• Learn, understand, and analyze construction project accounting, work-in-progress schedules, and other industry-specific data
• Assist Vice President of M&A with critical workstreams, such as organizing and reviewing diligence-related files, maintaining diligence process trackers, updating Crete’s M&A pipeline, and drafting acquisition summary materials for Crete’s investment committee
• Communicate clearly and effectively across Crete’s functional teams (accounting, integration, operations, etc.)
• Other duties as assigned

  

Position Requirements

Minimum

• Bachelor’s degree in accounting, finance, or related discipline
• 2+ years of experience in an accounting or finance role
• Basic GAAP accounting knowledge
• Advanced proficiency with Excel and PowerPoint (pivot tables, formulas, financial modeling, formatting, chart-building, etc.)
• Self-motivated and able to execute in a fast-paced environment
• Works independently and is a dynamic, proactive problem solver
• Eagerness to learn and desire to take on responsibility
• Strong analytical skills with demonstrated ability to review and analyze financial statements
• Excellent communication and interpersonal skills; ability to collaborate with team members
• Ability to interface at various levels within the organization
• Excellent time management, organizational skills, and attention to detail

 

Compensation and Benefits

• Competitive base salary (DOE) plus annual performance-based bonus
• Comprehensive Medical, Dental, Vision, Life and Disability Insurance 
• 401k with 4% employer match
• Unlimited PTO

 

Crete United is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. Women and minorities are encouraged to apply.