AVP, M&A Due Diligence Project Lead

NFP, an Aon company; Charlotte (NC); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon Company, seeks an AVP for M&A due diligence to lead complex risk and insurance assessments for private equity transactions. You will guide internal teams, advise clients, and influence how risk and insurance considerations are evaluated throughout the deal process.

This role requires a Bachelor's in a related field, 7+ years in insurance with PE/M&A exposure, and strong Excel/financial analysis skills.

Qualifications

• Bachelor's degree in Risk Management, Finance, Accounting, Business, Insurance, or a related field.
• 7+ years of experience in the insurance industry, with significant experience supporting private equity, M&A, transactional risk, or due diligence engagements.
• Expertise in Property & Casualty insurance and specialty lines, including Cyber, Professional Liability, Financial Lines, Environmental, and Captive programs.
• Understanding of financial statements, accounting concepts, insurance-related financial analysis, and transaction structures.
• Strong ability to manage multiple complex engagements and deliver high-quality work within tight deadlines.
• Client-facing presence and ability to build credibility with senior stakeholders.
• Outstanding written, verbal, and presentation skills.
• Advanced proficiency in Excel, financial analysis, and report preparation.

Responsibilities

• Lead complex risk and insurance due diligence engagements for private equity transactions across a broad range of industries.
• Serve as a key client contact throughout the transaction lifecycle, providing consultative guidance and strategic recommendations.
• Contribute to enhancements to due diligence methodologies, reporting standards, and workflow efficiency to improve client outcomes and consistency of deliverables.
• Evaluate insurance programs, claims history, collateral arrangements, captive structures, and insurance-related financial exposures.
• Identify transaction-related risks and collaborate with internal and external advisors to develop effective solutions.
• Partner with brokers, coverage specialists, producers, client service teams, and M&A professionals to assess findings and craft risk management strategies.
• Deliver accurate, comprehensive, and actionable due diligence reports and executive-level presentations.
• Occasional travel as required.

Skills

Excel

Financial analysis

Report preparation

Education

Bachelor's degree in Risk Management, Finance, Accounting, Business, Insurance, or a related field

Tools

Excel

Job description

NFP, an Aon Company, seeks an AVP for M&A due diligence to lead complex risk and insurance assessments for private equity transactions. You will guide internal teams, advise clients, and influence how risk and insurance considerations are evaluated throughout the deal process.

This role requires a Bachelor's in a related field, 7+ years in insurance with PE/M&A exposure, and strong Excel/financial analysis skills.