Senior M&A Financial Analyst

Embrace Software Inc.; India; Remote; INR 1,100,000 - 2,000,000; Full time

Job summary

Embrace Software Inc. is seeking a Senior M&A Financial Analyst to join the Diligence team for acquisition and post-acquisition analysis. Remote position with reporting to Investment Managers and CEO.

Role emphasizes software-focused KPIs, P&L proficiency, and cross-functional collaboration with acquired companies’ leadership. The ideal candidate has 4+ years in financial analysis and M&A, strong analytical skills, and the ability to communicate complex financial information to diverse

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field; MBA or CFA is a plus.
• Minimum of 4 years of experience in financial analysis and M&A within a dynamic business environment.
• Strong proficiency in financial modeling, valuation techniques, due diligence processes, cohort analysis, bank reconciliation, and accounting principles.
• Exceptional analytical and problem-solving skills with a keen attention to detail and accuracy.
• Outstanding communication and presentation skills, demonstrating the ability to convey complex financial information to non-financial stakeholders.
• Proven ability to collaborate effectively in cross-functional teams, excelling in multitasking within a fast-paced and dynamic environment.

Responsibilities

• Perform financial analysis, due diligence, and risk assessment for potential M&A opportunities, including financial modeling, valuation, and assessment of target companies using complex datasets.
• Evaluate software revenue streams, user engagement metrics, and SaaS performance to analyze customer cohorts and trends.
• Conduct comprehensive P&L, BS analysis, assess AR, AP reports, and develop proforma financial statements for acquisitions, emphasizing cost savings and revenue growth.
• Execute bank reconciliations, evaluate accounting elements, and assess software integration complexities with a focus on cohort-specific strategies.
• Prepare reports and presentations summarizing due diligence findings for effective communication.
• Supervise and provide guidance and coaching in reviewing and managing the work of a team of analysts.
• Collaborate with cross-functional teams (Accounting, operations, business development) to assess strategic fit and potential synergies in M&A transactions.
• Monitor ongoing M&A transactions, oversee post-acquisition integration activities, and monitor performance.
• Contribute to refining financial models, tools, and templates to improve the accuracy and efficiency of financial analysis.
• Prepare Periodic investor reporting.
• Participate in ad-hoc projects as required.

Skills

Financial modelling

Valuation techniques

Due diligence

Cohort analysis

Bank reconciliation

Accounting principles

Education

Bachelor’s degree in Finance/Accounting/Business

MBA or CFA (preferred)

Job description

We're rebuilding vertical software with AI — from the inside.

Embrace owns the software running inside 16% of the Fortune 500, 45+ state agencies, and 450+ banks and credit unions. We acquire entrenched vertical software businesses and rebuild them around AI — products, operations, go-to-market, all of it. Our Venture Lab launches new AI-native products into those same markets, using the distribution and customer relationships our portfolio already owns.

You'll ship AI into production against real workflows, real customers, and a P&L you can see move within a quarter.

We hire people who want scope, speed, and ownership, and who are tired of working on AI that never reaches a customer. If you want to spend the next five years shipping into software that already runs the economy, talk to us.

Job Description

This is a remote position.

We are seeking a Senior M&A Financial Analyst to join our Diligence team for acquisition and post-acquisition analysis. Reporting to Investment Managers and indirectly to Embrace's CEO, this role is pivotal, offering high growth and visibility. It involves collaboration with acquired companies' CEOs and CFOs. Responsibilities include assessing, analyzing, and executing software-focused M&A deals, emphasizing software-specific KPIs, financial metrics, cohort analysis, P&L proficiency, bank reconciliation, and accounting expertise.

Responsibilities

• Perform financial analysis, due diligence, and risk assessment for potential M&A opportunities, including financial modeling, valuation, and assessment of target companies using complex datasets.
• Evaluate software revenue streams, user engagement metrics, and SaaS performance to analyze customer cohorts and trends.
• Conduct comprehensive P&L, BS analysis, assess AR, AP reports, and develop proforma financial statements for acquisitions, emphasizing cost savings and revenue growth.
• Execute bank reconciliations, evaluate accounting elements, and assess software integration complexities with a focus on cohort-specific strategies.
• Prepare reports and presentations summarizing due diligence findings for effective communication.
• Supervise and provide guidance and coaching in reviewing and managing the work of a team of analysts.
• Collaborate with cross-functional teams (Accounting, operations, business development) to assess strategic fit and potential synergies in M&A transactions.
• Monitor ongoing M&A transactions, oversee post-acquisition integration activities, and monitor performance.
• Contribute to refining financial models, tools, and templates to improve the accuracy and efficiency of financial analysis.
• Prepare Periodic investor reporting.
• Participate in ad-hoc projects as required.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or related field; MBA or CFA is a plus.
• Minimum of 4 years of experience in financial analysis and M&A within a dynamic business environment.
• Strong proficiency in financial modeling, valuation techniques, due diligence processes, cohort analysis, bank reconciliation, and accounting principles.
• Exceptional analytical and problem-solving skills with a keen attention to detail and accuracy.
• Outstanding communication and presentation skills, demonstrating the ability to convey complex financial information to non-financial stakeholders.
• Proven ability to collaborate effectively in cross-functional teams, excelling in multitasking within a fast-paced and dynamic environment.
• Competitive salary, structured based on the Indian working hours.
• Comprehensive training and mentorship programs for skill and knowledge enhancement.
• Opportunities for career advancement and professional development.
• Experience collaborating with a diverse, global team within a remote work setting.