Acquisitions Associate

Woodlake Trails; Southfield (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

On-site fitness center

401(k) with company match

Paid time off

Job summary

Woodlake Trails is seeking an Acquisitions Associate to perform detailed financial analysis of due diligence materials for potential acquisitions and assist in identifying new targets. You will collaborate across the acquisitions department while also taking the lead on select deals.

The role requires a Bachelor's degree in Business or Real Estate and at least 2 years of financial analysis experience, with strong Excel skills and travel availability.

Qualifications

• Bachelor's Degree in Business, Real Estate or related field is required.
• 2 years in financial analysis and/or accounting experience is required.
• Excellent written and verbal communication skills.
• Excellent organizational skills.
• Ability to manage multiple priorities in a dynamic environment.
• Ability to travel 15-25% by car/plane as needed.
• Must have a valid driver’s license.

Responsibilities

• Perform detailed financial analysis of due diligence materials for potential acquisitions.
• Assist in identifying new acquisition targets.
• Collaborate with the acquisitions department and lead select deals.
• Interpret and analyze income statements, cash flow statements, forecasts, and budgets.
• Conduct market surveys, competitive analysis, and internal metric research.
• Prepare reports detailing financial due diligence within Acquisition department.

Skills

Excellent written and verbal comms

Excellent organizational skills

Multi-tasking

Collaborative work style

Critical thinking

Education

Bachelor's Degree in Business/Real Estate/related field

Tools

Excel

Job description

The Acquisitions Associate performs detailed financial analysis of due diligence materials for potential acquisitions and assists in identifying new acquisition targets. They collaborate across the acquisitions department while also taking the lead on select deals.

Job Duties

• Interprets and analyzes financial information for prospective acquisitions including income statements, cash flow statements, financial forecasts, and budgets. (Essential)
• Conducts appropriate research to gather required information such as market surveys, competitive analysis, and internal metrics. (Essential)
• Analyzes data and recommends specific actions based on findings. (Essential)
• Utilizes available computer systems, resources, and team members to carry out analysis to support management's quest for accretive acquisitions. (Essential)
• Initiates phone contact and maintains proper follow‑up with assigned customers including brokers and owners or internal team members as necessary.
• Assists management with administrative tasks such as tracking and compiling information of interest.
• Prepares various reports detailing financial due diligence within the Acquisition department. Reviews and responds appropriately to correspondence.
• Handles confidential information and ensures the integrity of all information received and/or reviewed.
• Assists with ensuring accurate and timely follow‑up on pending acquisitions.
• Completes and follows‑up on specific tasks assigned from the acquisition due diligence checklist.
• Actively participates in acquisition meetings, including those of a legal matter.
• Uses internal computer systems to follow‑up with pending acquisition information and ensures it is updated when information is received.
• Initiates and follows‑up on leads and communicates with brokers and owners.
• Other duties as assigned.

Requirements

• Bachelor's Degree in Business, Real Estate or related field (Required)
• 2 years in financial analysis and/or accounting experience (Required)
• Excellent written and verbal communication skills
• Excellent organizational skills
• Ability to effectively manage multiple and competing priorities in a dynamic and fast‑paced environment
• Ability to work collaboratively and constructively with colleagues at all levels of the company
• High level expertise with Excel and spreadsheet skills
• Must have a valid driver's license
• Ability to travel by car or plane with overnight stays as required: 15-25%
• Critical thinking & decision‑making ability

Benefits

• Comprehensive Medical and Prescription coverage with 4plan options so you can choose the plan that best meets the needs of you and your family
• Comprehensive Dental and Vision Plans
• On‑Site Fitness Center
• Voluntary Health and Dependent Care Reimbursement Accounts
• Life, Accidental Death & Dismemberment Insurance and Dependent Life
• Short and Long‑Term Disability Coverage
• 401(k) Plan with Sun matching contribution
• Employee Assistance Program
• Identity Theft Insurance
• Legal Assistance Plan
• Pet Insurance
• Tuition Reimbursement program providing financial support to team members who further their formal education
• Vacation RV Site Discounts for team members when visiting SunRV Resorts across the nation
• Team Member Perks & Discounts program with hundreds of discounts on things like travel, merchandise, mobile phone service, and more
• Up to six weeks of paid parental leave for the birth of a child, adoption, or placement of a child
• Paid Time Off including ten holidays, vacation, personal, sick time, bereavement and pay for jury duty

Location: Corporate Headquarters (HQ), Metro Detroit, Michigan.