M&A Deal Support Analyst

Valid8 Financial, Inc.; Nashville (TN); On-site; USD 47,000 - 63,000; Full time

Benefits offered by this job

Paid time off

Holiday leave

Medical insurance

Dental insurance

Vision insurance

401k with company match

FSA/HSA

Birthday holidays

Community service days

Job summary

Benchmark International is seeking a highly analytical TS Analyst to support sell-side M&A engagements in our Tampa office. You will collect, analyze, summarize client data, and help prepare CIMs, teasers, and financial statements to position clients for a successful sale.

You will collaborate with deal teams, manage virtual data rooms, update the CRM, and provide guidance on accounting, finance, and valuation matters.

Qualifications

• Bachelor’s degree in Finance, Economics, or Accounting.
• 1–3 years in investment banking, transaction advisory, or related field.
• Strong analytical, mathematical, and communication skills.
• Ability to read and interpret financial statements and industry reports.

Responsibilities

• Develop and maintain client relationships by communicating effectively to ensure expectations of buyer and seller are met.
• Gather comprehensive information about the client’s business through multiple sources to ensure a thorough and accurate analysis for client promotion.
• Prepare and routinely update client marketing materials (e.g., CIMs and teasers), financial statements, and business intelligence reports focusing on the company’s strengths and opportunities.
• Analyze client’s financial situation, including historical, current and expected future performance, and prepare financial statements.
• Organize and maintain the virtual data rooms (VDR) to ensure accuracy and completeness.
• Ensure the CRM system is up to date with information about each client.
• Provide consultative guidance on accounting, financial, and valuation matters.
• Participate in proactive team efforts to achieve departmental and company goals.
• Provide leadership to others through example and sharing of knowledge/skill.
• Comply with all policies, practices, and procedures.
• Perform other duties as assigned.

Skills

Analytical thinking

Financial analysis

Data management

Communication

Presentation skills

Education

Bachelor’s degree in Finance, Economics, or Accounting

Tools

Microsoft Excel

Job description

Benchmark International is seeking a highly analytical TS Analyst to support sell-side M&A engagements in our Tampa office. You will collect, analyze, summarize client data, and help prepare CIMs, teasers, and financial statements to position clients for a successful sale.

You will collaborate with deal teams, manage virtual data rooms, update the CRM, and provide guidance on accounting, finance, and valuation matters.