Corporate Development Analyst

Sotalent; Sussex (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

Sotalent in the United States seeks a finance professional to conduct financial analysis, valuation, and strategic modeling to support growth initiatives. You will build models using DCF, comps, and other methods, evaluating investments and partnerships while preparing materials for senior leadership.

With 1–3 years in investment banking, corporate finance, or related fields, you will leverage strong Excel/PowerPoint skills and a quantitative degree to deliver actionable insights and drive

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Administration, or a related quantitative discipline.
• 1-3 years of professional experience in investment banking, corporate finance, accounting, consulting, insurance, financial analysis, transaction advisory, or related fields.
• Strong understanding of corporate finance, accounting principles, valuation methodologies, and financial statement analysis.
• Demonstrated experience building financial models and conducting complex quantitative analyses.
• Ability to interpret financial data, market intelligence, and business information to develop strategic recommendations.
• Strong analytical and problem‑solving capabilities with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to effectively communicate complex financial concepts to diverse audiences, including senior leadership.
• Strong presentation and storytelling skills with the ability to synthesize large amounts of information into concise, actionable insights.
• Advanced proficiency in Microsoft Excel, PowerPoint, and financial analysis tools.

Responsibilities

• Build sophisticated financial models and perform comprehensive valuation analyses using DCF, comps, precedent transactions, and other methods.
• Evaluate potential acquisitions, investments, partnerships, and strategic opportunities through rigorous quantitative and qualitative analysis.
• Develop business cases, investment recommendations, and strategic assessments to support key decision-making initiatives.
• Prepare executive-level deliverables including financial models, presentations, reports, investment memoranda, and recommendation documents.
• Present findings and recommendations to senior stakeholders, translating complex financial information into actionable business insights.
• Collaborate with business leaders and cross-functional teams to identify opportunities that support long‑term growth and strategic objectives.
• Assist with transaction activities, including due diligence, financial analysis, negotiation support, and post-transaction integration planning.
• Conduct market research and competitive analysis to identify industry trends, emerging opportunities, and strategic risks.
• Monitor mergers, acquisitions, investments, partnerships, and broader market developments to provide comparative analysis and actionable intelligence.
• Support strategic planning initiatives through financial forecasting, scenario modeling, and business performance assessments.

Skills

Financial analysis

Quantitative analysis

Communication

Presentation

Excel

PowerPoint

Education

Finance/Accounting degree

Tools

Excel

PowerPoint

Financial analysis tools

Job description

Are you passionate about financial analysis, valuation, and driving strategic business decisions through data-driven insights? We are seeking an analytical and intellectually curious finance professional who thrives in evaluating investment opportunities, developing complex financial models, and partnering with senior leaders to support strategic growth initiatives.

What You'll Do

• Build sophisticated financial models and perform comprehensive valuation analyses using a variety of methodologies, including discounted cash flow (DCF), comparable company, precedent transaction, and other valuation techniques.
• Evaluate potential acquisitions, investments, partnerships, and strategic opportunities through rigorous quantitative and qualitative analysis.
• Develop business cases, investment recommendations, and strategic assessments to support key decision-making initiatives.
• Prepare executive-level deliverables including financial models, presentations, reports, investment memoranda, and recommendation documents.
• Present findings and recommendations to senior stakeholders, translating complex financial information into actionable business insights.
• Collaborate with business leaders and cross-functional teams to identify opportunities that support long‑term growth and strategic objectives.
• Assist with transaction activities, including due diligence, financial analysis, negotiation support, and post-transaction integration planning.
• Conduct market research and competitive analysis to identify industry trends, emerging opportunities, and strategic risks.
• Monitor mergers, acquisitions, investments, partnerships, and broader market developments to provide comparative analysis and actionable intelligence.
• Support strategic planning initiatives through financial forecasting, scenario modeling, and business performance assessments.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Administration, or a related quantitative discipline.
• 1-3 years of professional experience in investment banking, corporate finance, accounting, consulting, insurance, financial analysis, transaction advisory, or related fields.
• Strong understanding of corporate finance, accounting principles, valuation methodologies, and financial statement analysis.
• Demonstrated experience building financial models and conducting complex quantitative analyses.
• Ability to interpret financial data, market intelligence, and business information to develop strategic recommendations.
• Strong analytical and problem‑solving capabilities with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to effectively communicate complex financial concepts to diverse audiences, including senior leadership.
• Strong presentation and storytelling skills with the ability to synthesize large amounts of information into concise, actionable insights.
• Advanced proficiency in Microsoft Excel, PowerPoint, and financial analysis tools.

Preferred Qualifications

• Experience supporting mergers and acquisitions, strategic investments, partnerships, corporate development, or business strategy initiatives.
• Knowledge of financial services, insurance, banking, asset management, or related industries.
• Exposure to due diligence processes, transaction execution, and integration planning activities.
• Experience conducting market research, competitive intelligence, and industry trend analysis.
• Familiarity with business case development, capital allocation decisions, and investment evaluation.
• Strong stakeholder management and relationship‑building skills.
• Ability to thrive in fast‑paced environments while managing multiple priorities and deadlines.
• Corporate Finance & Accounting
• Strategic Analysis & Business Case Development
• Mergers & Acquisitions Support