Mergers & Acquisitions Financial Analyst (Remote)

Talentify.io; United States; Remote; USD 85,000 - 100,000; Full time

Job summary

A leading company in the insurance sector seeks a Financial Analyst to join their fast-growing team. This fully remote opportunity involves analyzing financial data, validating accounting practices, and preparing acquisition insights. Ideal candidates hold a Bachelor's in Accounting or Finance and possess strong analytical skills with extensive Excel knowledge.

Benefits

Comprehensive health and welfare benefits

Personalized PTO and paid parental leave

Performance-based additional incentive compensation

Opportunity for career advancement

Collaborative work environment

Qualifications

• 3+ years of relevant work experience in an insurance, brokerage, or MGA/MGU environment.
• Prior experience with financial statement analysis and large organization's acquisition processes.
• Ability to travel up to 25%.

Responsibilities

• Obtain and analyze financial and accounting data from potential acquisition firms.
• Validate financial data and assess the integrity of accounting practices.
• Prepare materials outlining the strengths and weaknesses of potential acquisitions.

Skills

Advanced Microsoft Excel

Analytical Skills

Interpersonal Skills

Education

Bachelor of Science in Accounting, Finance, or business-related field

Tools

Applied Epic

BenefitPoint

Job description

Employer Industry: Insurance Services

Why consider this job opportunity:
- Salary range starting at $85,000 and up to $100,000, depending on experience
- Performance-based additional incentive compensation
- Comprehensive health and welfare benefits including medical, dental, and vision coverage
- Personalized PTO and paid parental leave
- Opportunity for career advancement within a fast-growing insurance company
- Fully remote work arrangement with a collaborative environment

What to Expect (Job Responsibilities):
- Obtain and analyze financial and accounting data from potential acquisition firms
- Collaborate with firm personnel to gain insights on accounting operations
- Validate financial data and assess the integrity of accounting practices
- Track financial due diligence documents and ensure timely resolution of issues
- Prepare materials outlining the strengths and weaknesses of potential acquisitions

What is Required (Qualifications):
- Bachelor of Science degree in Accounting, Finance, or a business-related field
- 3+ years of relevant work experience in an insurance, brokerage, or MGA/MGU environment
- Advanced Microsoft Excel skills, including data formatting, lookups, pivot tables, and formulas
- Prior experience with financial statement analysis and large organization's acquisition processes
- Strong analytical skills and the ability to adapt to changing business needs

How to Stand Out (Preferred Qualifications):
- Experience with Applied Epic, BenefitPoint, and other agency management systems
- Proven ability to handle diverse workloads and meet critical deadlines
- Excellent interpersonal and communication skills
- Ability to travel up to 25%
- Positive attitude and strong work ethic

#Insurance #MergersAndAcquisitions #CareerOpportunity #RemoteWork #CompetitivePay

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