M&A Analyst - Quality Control

Benchmark International; Tampa (FL); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Paid time off

Holidays and birthday holidays

Medical, dental, vision, and AD&D

401k with company matching

FSA & HSA

Job summary

Benchmark International is seeking an M&A Analyst – Quality Control to review CIMs, financial statements, and deal materials for accuracy and clarity. You will collaborate with Operations leadership and Transaction Support teams across five US offices to identify gaps and provide actionable feedback.

The ideal candidate has CIM-writing experience in M&A or related fields, strong financial analysis skills, and proficiency with Excel, Power BI, Salesforce, and AI tools.

Qualifications

• Bachelor’s degree in finance, accounting, business, communications or related field preferred; equivalent relevant experience may be considered.
• 1–2 years of relevant experience in M&A, investment banking, business brokerage, transaction advisory, or comparable deal prep.
• Hands-on experience writing or substantially contributing to CIMs, including drafting business narratives and presenting financial information.

Responsibilities

• Conduct quality-control reviews of CIMs and teasers, assessing business descriptions, financial presentation, consistency, completeness, and clarity.
• Review financial statements, tax returns, and supporting schedules; check calculations, historical trends, financial adjustments, and consistency between financial data and written commentary.
• Evaluate how each business is presented, including products/services, customers, revenue model, operations, competitive position, and growth opportunities.
• Identify unsupported claims, missing information, discrepancies, and unclear explanations; provide specific feedback and revisions to Transaction Support teams.
• Help refine CIM language and financial commentary so materials accurately explain the business and anticipate questions from prospective buyers.
• Coordinate with Transaction Support and deal teams to clarify information, resolve review comments, and meet deadlines.
• Provide practical guidance on financial analysis, business writing, CIM development, and Transaction Support best practices.
• Track recurring quality issues, analyze metrics, and recommend improvements to templates and processes.
• Use Excel, Salesforce, and approved AI tools to support reviews, reporting, and documentation.
• Contribute examples and feedback to training resources and guide team members based on review findings.
• Support Operations initiatives related to quality, data accuracy, reporting, and Transaction Support processes.

Skills

CIM writing

Financial analysis

Excel

Power BI

Salesforce

AI tools

Education

Bachelor’s degree in finance, accounting, business, communications

Tools

Excel

Power BI

Salesforce

AI tools

Job description

Benchmark International is seeking an M&A Analyst – Quality Control with hands‑on experience preparing confidential information memorandums (CIMs) and analyzing company financials. This role reviews CIMs, financial analyses, teasers, and related deal preparation materials to ensure they are accurate, clear, consistent, and ready for buyer review.

The ideal candidate has prepared or substantially contributed to CIMs in an M&A, investment banking, business brokerage, or transaction advisory environment and can translate financial and operational information into a clear, compelling business narrative. Working with Operations leadership and Transaction Support teams across our five US offices, you will identify gaps, provide actionable feedback, and help improve the quality and consistency of deal materials and the processes used to prepare them.

Job Responsibilities

• Conduct quality‑control reviews of CIMs and teasers, assessing business descriptions, financial presentation, consistency, completeness, and clarity.
• Review financial statements, tax returns, and supporting schedules; check calculations, historical trends, financial adjustments, and consistency between financial data and written commentary.
• Evaluate how each business is presented, including its products and services, customers, revenue model, operations, competitive position, and growth opportunities.
• Identify unsupported claims, missing information, discrepancies, and unclear explanations; provide specific feedback and recommended revisions to Transaction Support teams.
• Help refine CIM language and financial commentary so materials accurately explain the business and anticipate questions from prospective buyers.
• Coordinate with Transaction Support and deal teams to clarify information, resolve review comments, and meet established review deadlines.
• Provide practical guidance on financial analysis, business writing, CIM development, and Transaction Support best practices.
• Track recurring quality issues, analyze relevant quality metrics, and recommend improvements to templates, review standards, and deal preparation processes.
• Use Excel, Salesforce, and approved AI tools to support efficient reviews, accurate reporting, and consistent documentation.
• Contribute practical examples and feedback to training resources and provide guidance to team members based on review findings.
• Support Operations initiatives related to quality, data accuracy, reporting, and Transaction Support processes; perform other duties as assigned.

Qualifications & Requirements

• Bachelor’s degree in finance, accounting, business, communications, or a related field preferred; equivalent relevant experience may be considered.
• 1–2 years of relevant experience in M&A, investment banking, business brokerage, transaction advisory, or a comparable deal preparation role.
• Hands‑on experience writing or substantially contributing to CIMs is required, including drafting business narratives and presenting financial information.
• Ability to read and interpret financial statements, tax returns, and supporting financial documentation, with an understanding of revenue, profitability, EBITDA, and financial adjustments.
• Strong business writing and editing skills, with the ability to explain complex financial and operational information clearly and accurately.
• Strong business and financial acumen, with the ability to analyze financial statements, understand business models and key performance drivers, and assess the accuracy and consistency of information presented in CIMs.
• Strong attention to detail and analytical judgment, including the ability to identify inconsistencies, question assumptions, and recognize missing information.
• Proficiency in Microsoft Excel, including formulas and financial data analysis, and working proficiency in Word and PowerPoint. Power BI experience a plus.
• Ability to quickly understand businesses across different industries and evaluate how their operations and financial performance are described.
• Ability to provide constructive feedback, collaborate with multiple teams, manage competing priorities, and meet deadlines independently.
• Experience with Salesforce and AI‑enabled productivity tools is a plus.
• Ability to travel by plane and automobile as business needs require.
• No personal history of enforcement actions by the U.S. Securities and Exchange Commission, FINRA, or any state securities regulatory body.
• This is a full‑time, in‑office position based in Tampa, FL.

Annual salary range: $70,000–$85,000, commensurate with experience.

All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and community service days. Employees are eligible for highly competitive company‑subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts.

Social Responsibility

Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees because of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community.

About Benchmark International

Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value‑maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell‑side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award‑winning process and world‑class service.

Specializing in the transaction of mid‑market companies, our teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology‑driven approach connects sellers with the right acquirers—whether local or international—through a combination of proprietary databases, deep market insight, and strategic outreach.

We offer an exciting opportunity to be part of a high‑performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story.

Join us and be part of the next generation of leaders redefining M&A excellence.

Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

Benchmark International cannot sponsor work visas for candidates.