M&A Financial Analyst I

Job Summary

The Merger & Acquisition (M&A) Financial Analyst I supports merger and acquisition activity by providing financial analysis, modeling, and due diligence throughout the full lifecycle management of acquisition transactions. Supports preparation and post-close assistance of integration work streams. 

Responsibilities

Essential Functions

• Assists with financial modelling of potential acquisition targets.
• Supports project management, coordination, and administration of the financial and operational due diligence processes.
• Aids in consolidation and presentation of financial impacts, risks, financial modeling, due diligence, integration matters, and recommended remediation actions identified during target evaluation.
• Assist in the coordination of third-party advisers, including legal, tax, bankers, and financial consultants.
• Partners with the integration team on pre- and post-close planning and execution.
• Contributes to the process to develop, document, and institutionalize best practices supporting the M&A growth strategy.
• Researches and reports on current and future expected M&A market conditions. 
• Supports the evaluation of potential acquisitions including target screening, research, documentation, and initial outreach. 
• Tracks and reports financial synergies, acquisition costs, and performance against initial deal models.
• Responsible for updating, maintaining, and tracking target information via CRM or preferred tool/software.

Non-essential Functions

• Supports other ad hoc financial projects as assigned by the Manager M&A Finance or Director of M&A.
• Supports the month end financial close process post-acquisition for newly acquired entities.
• Performs other duties as assigned by supervisor or designate.

Qualifications

• Bachelor’s degree in Business, Accounting/Finance, or related field. 
• 2 years of experience in finance or accounting related role. 
• Experience in strategic planning, corporate finance, or valuation work.
• Strong working knowledge of Windows, Microsoft Office (Excel, Word, PowerPoint, and Outlook). 

Skills and Abilities

• Excellent customer service skills include being competent, accurate, responsive, and engaged. 
• Must possess solid decision-making capabilities and analytical skills; must be able to look beyond the data for assumptions and implications. 
• Must possess and demonstrate the ability to take initiative, be a strong team player, respond to work demands in a flexible manner and produce timely, high quality work products in a deadline-oriented environment with minimal supervision. 
• Must have experience in analyzing business trends, including identification of risks and opportunities and have the ability to present recommendations in a timely, clear and concise manner. 
• Must possess excellent written and verbal communication skills and interpersonal skills with confidence and maturity sufficient to interact with all levels of personnel within the organization. 
• Demonstrate the ability to communicate ideas and analysis in a clear and concise manner. 
• Maintains confidentiality. 
• Treats people with respect, keeps commitments, and inspires the trust of others. 
• Works with integrity and is ethical and upholds organizational values.
• Schedule flexibility to meet project timing requirements. 
• Ability to travel as needed. 

Physical Requirements

Frequency at which you would carry/lift in a typical day:
Occasionally 0 – 33% Frequently 34 – 66% Continuously: 67 – 100%

• Lift from Waist:
  • < than 10 lbs. - Not at all
  • 10 to 25 lbs. - Not at all
  • 26 to 50 lbs. - Not at all
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100+ lbs. - Not at all
• Lift from Floor:
  • < than 10 lbs. - Frequently
  • 10 to 25 lbs. - Frequently
  • 26 to 50 lbs