Senior Analyst, M&A & Corporate Development

Jobtailor; California (MO); On-site; USD 90,000 - 160,000; Full time

Job summary

Jobtailor is seeking a seasoned corporate finance professional to lead M&A analysis, modeling and due diligence in the United States. You will partner with business units to develop financial projections and integration plans for target acquisitions.

You will present insights to senior management on capital structures and strategic growth, while building expertise in the wealth management industry and coordinating across cross-functional teams.

Qualifications

• Bachelor’s or master’s degree in finance, accounting, business administration or related field.
• 3+ years of corporate finance related experience (Investment Banking, Corporate Development, Strategic Finance, FP&A, etc.).
• 3+ years’ experience with Microsoft Office products, including expertise in Excel and PowerPoint.

Responsibilities

• Perform and support financial analysis, synergies forecast, and valuation and due diligence of potential acquisitions
• Collaborate with functional due diligence teams, including legal, finance & accounting, tax, human resources, operations, IT, sales, and strategy
• Develop, in partnership with Business Unit leaders, financial projections for acquisition targets and integration plans
• Prepare presentations and report to senior management on potential M&A transactions, capital structure, and strategic growth initiatives
• Develop deep knowledge of the wealth management industry
• Perform research, reporting and analysis on M&A activity and strategic partnerships in the industry
• Monitor past acquisition metrics
• Ad-hoc analysis, research, financial modeling, and additional responsibilities as required

Skills

financial analysis

valuation

due diligence

financial projections

financial modeling

reporting

research

capital structure

M&A activity

strategic partnerships

collaboration

presentation skills

communication

strategic thinking

analytical skills

Education

Bachelor’s degree in finance

Bachelor’s degree in accounting

Bachelor’s degree in business administration

Master’s degree in finance

Master’s degree in accounting

Master’s degree in business administration

Tools

Excel

PowerPoint

Job description

Jobtailor is seeking a seasoned corporate finance professional to lead M&A analysis, modeling and due diligence in the United States. You will partner with business units to develop financial projections and integration plans for target acquisitions.

You will present insights to senior management on capital structures and strategic growth, while building expertise in the wealth management industry and coordinating across cross-functional teams.