M&A CIM Quality Control Analyst - Deal Narratives

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 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.