GBM Finance & Strategy Analyst - M&A

SRI Conference; Salt Lake City (UT); On-site; USD 70,000 - 110,000; Full time

Job summary

SRI Conference is seeking a detail‑oriented finance professional to support M&A activities in Salt Lake City. The role focuses on collecting and analyzing confidential information, coordinating with investment banking teams and the GBM finance & strategy group, and assisting in ad-hoc analysis and reporting.

You will engage in P&L and pipeline reviews, help prepare weekly reports, and support budgeting and Business Unit Reviews.

Qualifications

• Bachelor's degree in Finance or Accounting is preferred.
• Strong analytical and numerical skills with attention to detail.
• Proficient in MS Office; Tableau knowledge is a plus.
• Able to work under tight deadlines and prioritize tasks.

Responsibilities

• Daily review and maintenance of confidential information.
• Responsible for P&L and pipeline review driving weekly reporting.
• Liaison between M&A Finance and investment bankers and other divisions.
• Assist in weekly and ad-hoc reporting.
• Assist in budgeting and planning for Business Unit Reviews.
• Ad-hoc requests.

Skills

Analytical thinking

Attention to detail

Written communication

Verbal communication

Time management

MS Office

Tableau knowledge

Team oriented

Education

Bachelor's degree (Finance or Accounting a plus)

Tools

Excel

PowerPoint

Word

Job description

The primary responsibilities for this role include the collection and analysis of highly confidential management information for the Mergers and Acquisitions ("M&A") business. The individual will work closely with investment banking teams as well as the broader GBM finance & strategy team. The individual would also assist in ad-hoc analysis and reporting.

Principal Responsibilities:

• Daily review and maintenance of confidential information
• Responsible for p&l and pipeline review driving weekly reporting
• Liaison between M&A Finance and investment bankers and other divisions
• Assist in weekly and ad-hoc reporting
• Assist in budgeting and planning for Business Unit Reviews
• Ad-hoc requests

Skills / Experience

• Good judgment, analytical capability, committed and flexible
• Detailed oriented; ability to multi-task
• Organized, clear and confident in written and oral communication
• Ability to meet tight deadlines and prioritize workload
• Proficient in MS Office (i.e. Excel, Word, PowerPoint); Tableau knowledge a plus
• Proactive, enthusiastic and team oriented
• Ability to adapt to new technology

Basic Qualifications

• Bachelor's degree (Finance or Accounting a plus)