Mergers And Acquisitions Due Diligence Analyst

Freestone Insurance Group; Cincinnati (OH); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Freestone Insurance Group seeks a diligent professional to support live diligence projects for private equity and financial sponsor transactions. You’ll run information requests, build exposure schedules, and develop benefits cost models while reconciling to financial statements.

The role spans roughly 50% P&C and 50% employee benefits, offering real path to owning workstreams and leading engagements. Candidates should have 2–4 years in insurance, benefits, M&A, or project management, strong

Qualifications

• Strong analytical and financial assessment skills.
• Knowledge of insurance products, risk management principles relevant to M&A.
• Proficiency in report writing and documentation with clear, business-focused language.
• Effective communication and collaboration for fast-paced transaction environments.
• High level of organization and attention to detail with multiple projects.
• Bachelor's degree in Finance, Accounting, Business, Risk Management or related field; experience in M&A or insurance advisory preferred.
• Proficiency with Excel, PowerPoint, and databases to support analysis and reporting.
• Commitment to ethics and discretion with confidential information.

Responsibilities

• Run information requests and build exposure schedules.
• Develop benefits cost models and reconcile with financial statements.
• Draft reports used by the deal team to evaluate risk.

Skills

Analytical skills

Report writing

Communication skills

Organization

Data interpretation

Education

Bachelors in Finance/Accounting/Business

Tools

Excel

PowerPoint

Databases

Job description

You’d sit inside live diligence projects for private equity and financial sponsor transactions with two practice leaders: running information requests, building exposure schedules and benefits cost models, reconciling to financial statements, and drafting reports the deal team depends on to evaluate risk. Roughly 50% P&C, 50% benefits, so you build depth in both disciplines.

We're looking for two to four years in insurance, benefits, M&A, or project management, strong writing skills, and someone who automates any task they’ve done the same way three times.

Remote, with hybrid options in Scottsdale, AZ, or Cincinnati, OH. Real path to owning workstreams and leading engagements.

#Hiring #PrivateEquity #MergersAndAcquisitions #EmployeeBenefits #Insurance

Qualifications

• Strong analytical and financial assessment skills, including experience reviewing complex documents, interpreting data, and drawing evidence-based conclusions.
• Knowledge of insurance products, risk management principles, and corporate liability considerations relevant to mergers and acquisitions.
• Proficiency in report writing and documentation, with the ability to present technical findings in clear, business-focused language.
• Effective communication and collaboration skills for working with internal teams, clients, and external partners in fast-paced transaction environments.
• High level of organization and attention to detail, with the ability to manage multiple projects and deadlines simultaneously.
• Bachelor’s degree in Finance, Accounting, Business, Risk Management, or a related field; relevant experience in M&A, insurance advisory, or consulting is preferred.
• Comfort with standard business software and data tools (e.g., Excel, PowerPoint, databases) to support analysis and reporting.
• Commitment to ethical conduct, discretion with confidential information, and continuous learning in insurance and M&A practices.