Corporate Development Associate

Johnstone Supply; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive PTO

Safe Harbor 401(k) – match up to 5%

Health, dental, and vision plans

Employer paid life insurance

Short-term disability

EAP for you and family

Tuition reimbursement

Parental bonding time

Employee referral program

Wellbeing program

Job summary

Johnstone Supply, North America's leading wholesale distributor of HVACR equipment, is seeking a Corporate Development Associate in Dallas to support strategic growth initiatives and core FP&A efforts. You will provide high‑visibility analysis and partner with executives to drive data‑informed decisions.

The role requires strong financial modeling, KPI dashboards, and experience with Excel, Power BI, and related tools; you'll work with stakeholders across the organization on acquisitions,

Qualifications

• Bachelor’s degree in Accounting, Finance, or Economics.
• Minimum of three years in M&A, investment banking, corporate finance, or FP&A.

Responsibilities

• Lead preparation of financial reporting, presentations and analyses for Management, Board, banks, and sponsors.
• Support KPI dashboards, board materials, and variance analyses.
• Assess drivers of financial performance with business stakeholders.
• Drive insights through data analytics using Excel and BI platforms.
• Assist in due diligence and development of forecasting models.
• Develop projections and valuations for acquisitions and financial plans.

Skills

Financial modeling

Forecasting

Budgeting

Excel

PowerPoint

BI tools

Data analysis

Education

Bachelor's in Accounting, Finance, or Economics

Tools

Tableau

Power BI

Datarails

Adaptive

Anaplan

Job description

Johnstone Supply, North America's leading wholesale distributor of HVACR equipment, parts, and supplies, has grown into a multi-billion-dollar industry leader with over 470 distributor branches and 6 distribution centers throughout North America. We work with some of the largest companies in the world, including Daikin/Goodman, Bosch, Copeland, Honeywell, Johnson Controls, and Fujitsu, to provide contractors with world-class products, technical expertise, and quality service.

Responsibilities

The Corporate Development Associate plays a critical role in supporting both strategic growth initiatives (Capital Investments, M&A, capital structure, and investor relations) and core financial planning and analysis efforts (forecasting, reporting, and ad‑hoc strategic finance projects). This role provides high‑visibility support to executive leadership, helping to drive data‑informed decision‑making and execution of high‑impact transactions.

Essential Job Results

• Lead preparation of financial reporting, presentations and analysis for Management, Board of Directors, banks, auditors, and private equity sponsors.
• Support preparation of internal monthly business updates, including KPI dashboards, board materials, and variance analyses.
• Work with business and operational stakeholders to assess drivers of financial performance and identify improvement opportunities.
• Drive insights through data analytics by partnering with business units and leveraging tools such as Excel and BI platforms (Data Rails, Power BI).
• Supports the identification, valuation, planning, and execution of internal and external business development opportunities and acquisitions.
• Gathers and evaluates data, including financial and operational information, developing projections and valuation analyses.
• Perform qualitative and quantitative analysis of potential acquisitions, financings, and research potential M&A targets.
• Perform pro forma financial analysis, budgeting/forecasting, business valuations, and assists in the preparation of financial models and other materials to be used in presentations and as support for financing and M&A transactions.
• Analyze industry trends and provide insights to management and private equity sponsors.
• Assist in due diligence processes by working closely with sellers and third parties (e.g., tax, legal, accounting).
• Assist in the development and maintenance of forecasting, budgeting, and strategic planning models to guide company‑wide decision‑making.

Qualifications

Education and/or Experience: Bachelor’s degree from a four‑year college or university, with preference given to a specialized degree in Accounting, Finance, or Economics. Minimum of three years of relevant business experience, with preference given to roles in M&A, investment banking, corporate finance, or FP&A.

Technical Knowledge, Skills, And Abilities

• Strong understanding of financial statements, forecasting, budgeting, and financial modeling.
• Advanced financial modeling, acquisitions analyses, and business valuation skills. Adept at building, maintaining, and improving financial models and dashboards.
• Demonstrated knowledge of primary valuation methodologies and return metrics.
• High proficiency in Excel and PowerPoint; experience with BI tools and financial systems (e.g., Adaptive, Anaplan, Tableau, Power BI, Datarails) a plus.
• Able to analyze large data sets and distill insights to support decision‑making.

Process Knowledge, Skills, And Abilities

• Highly detail‑oriented and organized, with the ability to manage multiple priorities and deadlines.
• Clear and concise communicator, both written and verbal.
• Strong project management and organizational skills.
• Ability to communicate complex financial information clearly across departments and to senior leadership.

Communication Skills

• Excellent communication, interpersonal, and presentation skills.
• Strong interpersonal skills and ability to communicate across departments and with senior leaders.
• Comfortable operating in a fast‑paced, highly collaborative, dynamic environment.

Company Values

• Safety: Always prioritizes safety, both at work and at home, while ensuring those who work for you work safely.
• Customer Focused: Take the perspective of those we serve, anticipate their needs, and respond quickly.
• One Team: We win together by collaborating with each other, focusing on the common goal, and leveraging the strengths of the team.
• Own It: Take the initiative, act with a sense of urgency and pride, do things right the first time, and always act with integrity.
• Innovate: Embrace and create change that drives continuous improvement and customer‑valued solutions.

Benefit Overview

• Competitive Paid Time Off (PTO)
• Safe Harbor 401(k) – 100% employer match up to 5% of base pay and immediate vesting
• Holiday pay – we recognize and pay our employees for 7.5 holidays per year
• Paid Parental Bonding Time
• Employer subsidized medical, dental, and vision plans
• Employer paid life insurance and short‑term disability
• Voluntary long‑term disability, accident, critical illness, and hospital indemnity insurance
• 24/7 Access to virtual care/telehealth options
• Health Savings Account (HSA) with employer contribution; Flexible Spending Accounts (FSA)
• Wellbeing program with opportunity to earn reduced medical costs
• Employee Assistance Program (EAP) for you, and your family
• Tuition reimbursement
• Employee referral bonus program
• Employee service milestone recognition program

We understand that our employees are the cornerstone of our success. Our commitment to continuous improvement & investment in our people is only matched by our commitment to superior customer experience.

EOE & E-Verify Participating Employer.