Remote M&A Analyst - Insurance Growth & Strategy

DOXA Insurance; United States; On-site; USD 85,000 - 120,000; Full time

Job summary

DOXA Insurance is seeking an Analyst to support the Mergers & Acquisitions team in evaluating, structuring, and executing acquisitions. You will perform financial modeling, valuations, and due diligence while collaborating with cross-functional teams.

The role involves presenting recommendations to senior leadership, supporting post-transaction integration, and working remotely nationwide with up to 25% travel if needed. The ideal candidate has 1–3 years in M&A or related fields.

Qualifications

• Demonstrated experience in financial modeling, valuation techniques, and due diligence.
• Advanced proficiency in Excel and PowerPoint.
• Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights.
• Exceptional communication and presentation skills, with the ability to influence and collaborate across all organizational levels.
• Proven ability to manage multiple projects in a dynamic, fast-paced environment.

Responsibilities

• Deal Evaluation and Execution: Perform in-depth financial modeling, valuations, and scenario analyses to evaluate potential acquisition opportunities. Manage cross-functional teams and external advisors for due diligence and deal execution.
• Market Analysis, Target Identification, and CRM Management: Analyze industry trends and competitive landscapes to identify strategic targets; track deal pipeline and engagement history.
• Transaction Structuring and Negotiation: Assist in structuring deal terms and negotiating with target companies and advisors to maximize value.
• Cross-Functional Collaboration: Work with finance, legal, operations, and external consultants; prepare presentations for executive leadership.
• Post-Transaction Integration: Support integration efforts and track progress against KPIs to realize deal value.

Skills

Financial modeling

Valuation techniques

Due diligence

Analytical thinking

Communication skills

Project management

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

Excel

PowerPoint

Job description

DOXA Insurance is seeking an Analyst to support the Mergers & Acquisitions team in evaluating, structuring, and executing acquisitions. You will perform financial modeling, valuations, and due diligence while collaborating with cross-functional teams.

The role involves presenting recommendations to senior leadership, supporting post-transaction integration, and working remotely nationwide with up to 25% travel if needed. The ideal candidate has 1–3 years in M&A or related fields.