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. - Occasionally
  • 51 to 75 lbs. - Not at all
  • 75 to 100 lbs. - Not at all
  • 100+ lbs. - Not at all
• Carried for Distance:
  • < 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

Physical Activity

Frequency at which you would do the following in a typical day:

• Sitting (a continuous period of being seated) - Continuously
• Standing (for sustained periods of time) - Frequently
• Walking (moving about on foot to accomplish tasks) - Frequently
• Bending/stooping (downward and forward) - Occasionally
• Crawling (moving about on hands and knees or hands and feet) - Not at all
• Climbing/Walking Stairs (ascending or descending) - Frequently
• Reaching (extending arms in any direction) - Frequently
• Crouching/squatting (bending the body downward and forward by bending leg and spine) - Occasionally
• Kneeling (bending legs at knee to come to rest on knee(s)) - Occasionally
• Balancing (maintaining body equilibrium to prevent falling) - Occasionally
• Repetitive motion (substantial movement (motions) or the wrists, hands, and/or fingers) - Continuously
• Pivoting (movement in any direction with one foot, keeping the other in contact with the floor) - Occasionally
• Pushing/Pulling (using upper extremities to press against or draw or tug) - Occasionally
• Grasping (Applying pressure to an object with the fingers and palm) - Continuously
• Fingering (picking, pinching, typing; working with primarily fingers and not whole hand) - Continuously
• Talking (expressing or exchanging ideas by means of the spoken word) - Frequently
• Driving (the control and operation of a motor vehicle) - Occasionally
• Desk work (work usually performed at a desk) - Continuously
• Use of a computer - Continuously
• Use of a telephone - Frequently
• Hearing (Perceiving the nature of sounds at normal speaking levels) - Continuously
• Exposure (to adverse weather & temperature conditions) - Not at all
• Travel (travel needed to perform job duties) - Occasionally

Additional Information

This job description is a summary of the job duties and responsibilities and is not intended to cover all possible job duties and is subject to change at the employer’s discretion. Employees must be able to perform the essential job duties and satisfy job requirements either with or without a reasonable accommodation.