Mergers & Acquisitions Financial Analyst (Remote)

PDCM Insurance Inc.; United States; Remote; USD 85,000 - 100,000; Full time

Job summary

A leading insurance firm is seeking a Mergers & Acquisitions Financial Analyst to support their M&A team. This fully remote role requires significant experience in financial analysis and accounting practices. The ideal candidate will bring a proactive approach to ensuring data integrity and aligning acquired firms with corporate standards. Alongside a competitive salary, the company offers comprehensive benefits and supports a collaborative working environment.

Benefits

Medical, Dental, and Vision Benefits

401(k)

Flexible Spending Account (FSA)

Company paid Short-Term and Long-Term Disability

Paid holidays

Personalized PTO

Qualifications

• 3+ years of relevant work experience in insurance or brokerage.
• Advanced Microsoft Excel skills including data formatting and pivot tables.
• Experience with financial statement analysis and acquisition processes.

Responsibilities

• Obtain and validate financial data from acquisition firms.
• Collaborate with team to organize and analyze financial information.
• Prepare reports on the strengths and weaknesses of acquired firms.

Skills

Analytical Skills

Problem-Solving

Communication Skills

Interpersonal Skills

Education

Bachelor of Science degree in Accounting or Finance

Tools

Applied Epic

BenefitPoint

Microsoft Excel

Job description

Mergers & Acquisitions Financial Analyst (Remote)

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: As a Mergers & Acquisitions (M&A) Financial Analyst, you will be responsible for supporting the Mergers & Acquisitions (M&A) Team in their evaluation of a potential acquisition firm’s accounting practices in comparison to Patriot’s accounting standards. You will work to ensure the data integrity and accuracy of the presented financial statements and assist in formulating a strategic plan for the new firm’s alignment with Patriot’s standard operating policies and procedures, post-acquisition. The position will report to the Vice President of Accounting Integration and Due Diligence.

Work location arrangements: This position is a full time, fully remote position with a preference for qualified candidates in the U.S. Eastern or Central time zones.

Professional Responsibilities:

• Obtain financial and accounting related data from potential acquisition parties in various formats
• Formulate the data needed into standard templated spreadsheets via Excel
• Collaborate with potential acquisition firm personnel, including meetings to gain further insight on the firm's accounting operations and data.
• Work with both firm personnel and the Patriot M&A team to analyze and organize the financial data provided to validate an assessment of the accounting personnel and the integrity of their books
• Track financial due diligence documents and issues to ensure these are received, validated and/or resolved
• Ensure various milestones are met in accordance with the project plan and the timeline
• Supply leadership with supporting information and feedback on a potentially acquired firm that can assist in decision making
• Based on pre-acquisition analysis, formulate steps that will be needed post-acquisition to bring the acquired firm into alignment with Patriot’s accounting policies and procedures
• Prepare materials outlining the firm's strengths and weaknesses, and a proposed plan of action to be shared with the Integration team
• Collaborate with Patriot's M&A team, Integration team, and AMS Conversion team to ensure complete knowledge transfer and a smooth transition for the firm to become a fully integrated entity
• Attend and participate in on-site events and meetings with the firm and Patriot's M&A team during specific points in the acquisition process as required

Qualifications and Requirements:

• 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
• Working knowledge with Applied Epic, BenefitPoint and other agency management systems
• Prior work experience with detailed financial statement analysis
• Prior involvement with a large organization’s acquisition process and systems implementation
• 3-5+ years’ experience working with formatting data in Microsoft Excel.
• Advanced Microsoft Excel skills including data formatting, lookups, pivot tables, and formulas
• Strong analytical skills and creative problem-solving capabilities
• Ability to take on a variety of projects, complete tasks, and adapt to changing business needs
• Excellent interpersonal and communication skills (both written and oral)
• Proven record to handle diverse workload and meet critical deadlines within budget
• Possess personal and business integrity with a positive attitude and a strong work ethic
• Ability to travel up to 25%
• Authorized to work in the United States without sponsorship now and in the future

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid holidays
• Personalized PTO
• 401 (k)

Compensation Range: A starting base salary in the $85,000 - $100,000 range, depending on the candidate’s experience. This position is also eligible for additional incentive compensation that is performance based.

*A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot will make hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com .