Corporate Development Senior Analyst

Integra-Testing-Services; Cleveland (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Job summary

Integra is seeking a Corporate Development Senior Analyst to support the full M&A lifecycle, from target identification to post-close tracking. You will work with senior leadership to drive growth through acquisitions and greenfield expansion.

The role requires 3–5 years in investment banking or related fields, strong financial modeling and Excel skills, and willingness to travel 30%–50%. Bachelor's degree in finance or related field is required.

Qualifications

• 3–5 years of experience in investment banking, corporate development, private equity, transaction advisory, or related role.
• Direct experience supporting M&A transactions from target identification through diligence and closing.
• Strong financial modeling and Excel skills for valuation, returns, and pro forma analyses.
• Working knowledge of financial statements, EBITDA adjustments, and QOE concepts.
• Experience managing multiple priorities in a fast-paced, deadline-driven environment.
• Bachelor’s degree in finance, accounting, economics, business, or related discipline.
• Ability and willingness to travel regularly for acquisition-related meetings.

Responsibilities

• Maintain and prioritize acquisition pipeline, research targets, and track CRM/deal-tracker data.
• Support acquisition origination through market research, outreach, and conversations with owners/intermediaries.
• Build and maintain financial models for acquisitions, including valuation and pro forma analyses.
• Prepare investment memos, target overviews, underwriting materials, and diligence findings.
• Coordinate diligence workstreams and data rooms; manage third‑party advisor requests.
• Support LOI, purchase agreement, signing, and closing processes with internal/external partners.
• Track acquired-company performance against underwriting assumptions post-close.
• Conduct market, geographic, and end-market analyses to support expansion initiatives.
• Develop relationships with owners, advisors, and leadership across the organization.

Skills

Financial modeling

Excel skills

Prioritization & multi-tasking

Communication

Willingness to travel

Education

Bachelor’s degree in finance, accounting, economics, business, or related discipline

Tools

CRM tools

Data room platforms

PowerPoint

Job description

About The Job

The Corporate Development Senior Analyst is responsible for supporting Integra’s full M&A lifecycle, including target identification, pipeline development, underwriting, diligence, transaction execution, and post-close performance tracking. Reporting to the Senior Vice President of Corporate Development, this role will work closely with senior leadership and cross-functional partners to help execute Integra’s growth strategy through acquisitions and greenfield expansion.

Integra is a national provider of commercial HVAC testing, adjusting and balancing (TAB) services and controlled-environment certification and validation services.

What You Will Be Doing

• Maintain and prioritize Integra’s acquisition pipeline, including researching potential targets, screening opportunities against investment criteria, and maintaining accurate CRM and deal-tracker information.
• Support acquisition origination through market research, target identification, outreach preparation, and tracking conversations with prospective owners and intermediaries.
• Build and maintain financial models for potential acquisitions, including valuation, return analysis, synergy opportunities, and pro forma financial analysis.
• Prepare investment memos, target overviews, underwriting materials, diligence findings, and presentations for senior leadership and the Board.
• Coordinate financial, accounting, operational, legal, tax, and people-related diligence workstreams; maintain diligence trackers, data rooms, and third-party advisor request lists.
• Support LOI, purchase agreement, signing, and closing processes in partnership with internal stakeholders and external advisors.
• Work with the Chief Integration Officer and functional leaders to track acquired-company performance against underwriting assumptions following close.
• Conduct market, geographic, and end-market analyses to support greenfield expansion and broader growth initiatives.
• Build productive relationships with business owners, advisors, internal leadership, and functional partners across the organization.

What We Are Looking For

• 3–5 years of relevant experience in investment banking, corporate development, private equity, transaction advisory, financial due diligence, or a related transaction-focused role.
• Direct experience supporting M&A transactions from early-stage target identification and underwriting through diligence, LOI, closing, or post-close analysis.
• Strong financial modeling and Excel skills, including the ability to build valuation, returns, and pro forma models.
• Working knowledge of financial statements, quality of earnings concepts, EBITDA adjustments, and transaction diligence.
• Experience managing multiple priorities and workstreams in a fast-paced, deadline-driven environment.
• Bachelor’s degree in finance, accounting, economics, business, or a related discipline.
• Ability and willingness to travel regularly for acquisition-related meetings, diligence, and site visits.

What You Will Need for Success

• Strong analytical judgment, attention to detail, and intellectual honesty.
• Ability to distinguish facts from assumptions, identify risks early, and communicate findings clearly.
• Excellent written and verbal communication skills, including the ability to prepare decision-ready materials for senior leadership.
• Comfort working directly with founder- and family-owned business owners in a relationship-driven acquisition environment.
• A proactive, self-starting approach and willingness to own both strategic analysis and the detailed process work required to advance transactions.
• Strong organization and time-management skills, with the ability to maintain accuracy across multiple active deals.
• Proficiency in Excel and PowerPoint; experience with CRM, deal-tracking, data-room, or project-management tools is preferred.
• Experience with multi-site, field-service, commercial-service, industrial-service, healthcare-service, or other people-intensive businesses is preferred but not required.
• Progress toward a CPA or CFA is a plus, but not required.
• Ability to travel 30%-50%.