Integration and M&A Analyst

Gaynor Staffing; Los Angeles (CA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

401(k) matching

Health savings account

Medical & vision insurance

Continuing education

Job summary

Gaynor Staffing seeks an Integrations & M&A Analyst to drive integration workstreams for acquired firms and support deal evaluation. You’ll report to the Director of Strategic Initiatives and work across investment, technology, and operations teams to ensure successful migrations and value realization.

As capacity allows, you’ll contribute to deal due diligence, AI pilots, and analytics for advisory growth. A strong backbone in finance and project execution is essential.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field.
• Experience advancing multiple projects under tight deadlines.
• Proficiency with Excel, PowerPoint, and Word; Salesforce preferred.
• Familiarity with AI tools is a plus.

Responsibilities

• Lead integration workstreams for acquired firms with plans and milestones.
• Assess systems and translate findings into detailed requirements.
• Coordinate across investment, tech, operations, accounting, and compliance.
• Protect data integrity during client and financial data migrations.
• Develop and improve playbooks; surface risks to leadership.

Skills

Project management

Stakeholder management

Analytical thinking

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Salesforce

Excel

PowerPoint

Word

Power BI

Job description

Integrations & M&A Analyst

Seattle, WA | San Francisco Bay Area, CA | Los Angeles, CA

Full-Time, Exempt | $100,000 – $130,000

Company Overview:

We are a top-rated national RIA firm with a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented integrations & M&A Analyst to join our growing team.

Job Description:

You will provide analytical and project management horsepower across the firm’s integration and M&A functions, reporting to the Director of Strategic Initiatives. Your primary focus is integrating newly acquired firms onto our firm’s platform. As capacity permits, you will move upstream to deal evaluation and due diligence, and then to other strategic priorities such as AI implementation and advisory growth analytics.

Integrations

• Lead integration workstreams for acquired firms, owning plans and milestones
• Assess acquired firms’ systems and processes and translate findings into requirements
• Coordinate across investment, technology, operations, accounting, and compliance
• Protect data integrity through the migration of client information and financial records
• Surface risks early, report status to leadership, and improve the playbook after each close

M&A and Inorganic Growth

• Support deal evaluation, including banker-provided materials and target financial statements
• Build and maintain models and projections tied to individual acquisition opportunities
• Draft deal overview summaries and diligence questions for target management
• Own the M&A calendar and opportunity tracking in the CRM (Salesforce)

Strategic Initiatives (as capacity allows)

• Support the firm’s AI implementation agenda: use cases, tool evaluation, and pilots
• Support advisory growth strategy and analytics, including Board and Leadership KPI reporting

Core Capabilities:

• Flexes with the work – moves between integration execution, deal analysis, and strategic projects as priorities shift
• Thinks in systems – breaks messy situations into plans, dependencies, and owners
• Earns trust quickly – works credibly with executives and acquired-firm principals, and challenges constructively
• Drives to done – tracks progress, raises risks early, and closes loops without being chased

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3–5 years in wealth management, financial services, consulting, or banking
• Track record running multiple projects at once under competing deadlines
• Proficient in Excel, PowerPoint, and Word; Salesforce experience preferred
• Working familiarity with AI tools a plus; Power BI or similar a plus
• Eligibility: We do not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

Why Join Us?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• Employer health savings account
• Medical & vision insurance
• Continuing education support
• We are passionate about our people. We invest a ton of time, energy and resources in our teams.