M&A Senior Analyst

Salesforce, Inc..; San Francisco (CA); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Salesforce’s Corporate Development team is looking for a Senior Analyst to support M&A activities. This role involves financial modeling, due diligence management, and strategic evaluations, offering significant exposure to senior executives. Ideal candidates have experience in investment banking or corporate M&A, and strong analytical skills.

Qualifications

• 1-2 years experience in investment banking, private equity, or corporate M&A.
• Experience in the technology sector preferred.

Responsibilities

• Support execution of acquisitions including financial modeling and due diligence.
• Manage communication with internal stakeholders and M&A pipeline.
• Conduct market and company analyses to influence decision-making.

Skills

Financial Modeling

Valuation Analysis

Accounting Skills

Market Research

Analytical Skills

Education

Bachelor’s Degree in Finance/Economics/Business/Accounting

Job description

• The position will be hybrid in office based in San Francisco.

Salesforce’s Corporate Development team is responsible for M&A strategy and execution. We help shape the future of Salesforce by identifying industry trends, maintaining relationships with relevant external partners, and sourcing, negotiating, structuring, and performing strategic acquisitions to enable our executive team and other partners to drive inorganic growth and innovation.

Salesforce is one of the most active acquirers in enterprise software with over 20 acquisitions across the past 4 years, and more than 90 since 2006. This opportunity provides tremendous exposure and the ability to contribute materially to Salesforce’s long-term trajectory. Blending market analysis, product vision and business case development, we enable our business lines to rapidly take advantage of market opportunities and achieve their strategic objectives. Representative acquisitions include Slack, Tableau, MuleSoft, Demandware, Vlocity, Own, and the recently announced Informatica.

The Senior Analyst position is a high impact role on a highly visible team. This role will support all facets of the Corporate Development M&A workflow, including competitor and industry benchmarking, target identification and evaluation, financial modeling and valuation, and conducting detailed due diligence. This is an excellent opportunity to join a team that is actively shaping the future of the company and the enterprise software industry more broadly.

Primary Responsibilities:

• Support the execution of acquisitions and strategic minority investments, including conducting market landscapes, performing financial and valuation analyses, financial modeling, and coordinating all aspects of due diligence (pre-term sheet evaluation, detailed post-term sheet due diligence, and the sign-to-close process) in partnership with senior team members, integration, and cross-functional workstream leads
• Build trust with internal cross-functional stakeholders, and manage communication and deal updates throughout the execution process
• Evaluate potential inbound M&A opportunities against existing strategic priorities, and socialize opportunities internally as appropriate
• Collaborate with product teams to understand product gaps, conduct build/buy/partner analyses and develop strategic investment themes and business cases for M&A and minority investments
• Assist in market, industry, and company research and analyses to influence decision-making, and identify and prioritize acquisition targets and opportunities
• Support special projects and presentations for senior executives
• Manage the M&A pipeline, present updates and deal progress to internal stakeholders, and manage corporate development systems and tools

Requirements:

• 1-2 years experience in investment banking, private equity, or corporate M&A
• Bachelor’s Degree from a top university in Finance/Economics/Business/Accounting, or a similarly quantitative or analytical field
• Experience working on M&A transactions within the technology sector preferred, but not required

Technical Skills / Experience:

• Proficiency in crafting detailed, operationally focused financial models and performing detailed valuation analyses; strong accounting skills and understanding of key operational and performance metrics
• Experience with multitasking various projects effectively in a fast paced, dynamic environment
• Familiarity with the M&A deal process from sourcing through closing
• Ability to formulate and articulate viewpoints (written and verbal) in a clear, succinct manner
• Comfortably interacts with senior executives both within and outside Salesforce

Nice to Haves:

• Ability to build rapport, credibility, and trust with internal and external stakeholders at all levels
• Shown ability to maintain conviction in high-pressure situations and to work optimally in a matrixed and constantly evolving organization
• High level of energy, passion, maturity and dedication to success; utmost respect for confidentiality
• Demonstrated ability to work independently, but also aware of when to ask questions and seek help
• Strong business judgement and attention to detail