Senior M&A Financial Analyst

Embrace Software Inc.; United States; À distance; USD 120 000 - 180 000; Plein temps

Résumé du poste

Embrace Software Inc. is seeking a senior financial analyst for remote M&A workloads. You will conduct in-depth financial analyses, due diligence, and proforma modeling to evaluate potential acquisitions and integration synergies.

You will collaborate with global teams, produce investor-ready reports, and mentor a team of analysts in a fast-paced, high-growth environment.

Qualifications

• Minimum 4 years of experience in financial analysis and M&A.
• Strong proficiency in financial modeling, valuation techniques, and due diligence.
• Excellent analytical, problem-solving, and communication skills.
• Experience collaborating with cross-functional teams in a global, remote setting.

Responsabilités

• Perform financial analysis, due diligence, and risk assessment for potential M&A opportunities, including financial modeling, valuation, and assessment of target companies using complex datasets.
• Evaluate software revenue streams, user engagement metrics, and SaaS performance to analyze customer cohorts and trends.
• Conduct comprehensive P&L, BS analysis, assess AR, AP reports, and develop proforma financial statements for acquisitions, emphasizing cost savings and revenue growth.
• Execute bank reconciliations, evaluate accounting elements, and assess software integration complexities with a focus on cohort-specific strategies.
• Prepare reports and presentations summarizing due diligence findings for effective communication.
• Supervise and provide guidance and coaching in reviewing and managing the work of a team of analysts.
• Collaborate with cross-functional teams (Accounting, operations, business development) to assess strategic fit and potential synergies in M&A transactions.
• Monitor ongoing M&A transactions, oversee post-acquisition integration activities, and monitor performance.
• Contribute to refining financial models, tools, and templates to improve the accuracy and efficiency of financial analysis.
• Prepare Periodic investor reporting.
• Participate in ad-hoc projects as required.

Connaissances

Financial modeling

Valuation techniques

Due diligence

Cohort analysis

Bank reconciliation

Accounting principles

Analytical skills

Problem solving

Communication skills

Presentation skills

Cross-functional collaboration

Multitasking

Formation

Bachelor's degree

MBA preferred

CFA considered

Description du poste

We're rebuilding vertical software with AI — from the inside. Embrace owns the software running inside 16% of the Fortune 500, 45+ state agencies, and 450+ banks and credit unions. We acquire entrenched vertical software businesses and rebuild them around AI — products, operations, go-to-market, all of it. Our Venture Lab launches new AI-native products into those same markets, using the distribution and customer relationships our portfolio already owns. You'll ship AI into production against real workflows, real customers, and a P&L you can see move within a quarter. We hire people who want scope, speed, and ownership, and who are tired of working on AI that never reaches a customer. If you want to spend the next five years shipping into software that already runs the economy, talk to us.

Job Description

This is a remote position.

Responsibilities

• Perform financial analysis, due diligence, and risk assessment for potential M&A opportunities, including financial modeling, valuation, and assessment of target companies using complex datasets.
• Evaluate software revenue streams, user engagement metrics, and SaaS performance to analyze customer cohorts and trends.
• Conduct comprehensive P&L, BS analysis, assess AR, AP reports, and develop proforma financial statements for acquisitions, emphasizing cost savings and revenue growth.
• Execute bank reconciliations, evaluate accounting elements, and assess software integration complexities with a focus on cohort-specific strategies.
• Prepare reports and presentations summarizing due diligence findings for effective communication.
• Supervise and provide guidance and coaching in reviewing and managing the work of a team of analysts.
• Collaborate with cross-functional teams (Accounting, operations, business development) to assess strategic fit and potential synergies in M&A transactions.
• Monitor ongoing M&A transactions, oversee post-acquisition integration activities, and monitor performance.
• Contribute to refining financial models, tools, and templates to improve the accuracy and efficiency of financial analysis.
• Prepare Periodic investor reporting.
• Participate in ad-hoc projects as required.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or related field; MBA or CFA is a plus.
• Minimum of 4 years of experience in financial analysis and M&A within a dynamic business environment.
• Strong proficiency in financial modeling, valuation techniques, due diligence processes, cohort analysis, bank reconciliation, and accounting principles.
• Exceptional analytical and problem-solving skills with a keen attention to detail and accuracy.
• Outstanding communication and presentation skills, demonstrating the ability to convey complex financial information to non-financial stakeholders.
• Proven ability to collaborate effectively in cross-functional teams, excelling in multitasking within a fast-paced and dynamic environment.
• Competitive salary, structured based on the Indian working hours.
• Comprehensive training and mentorship programs for skill and knowledge enhancement.
• Opportunities for career advancement and professional development.
• Experience collaborating with a diverse, global team within a remote work setting.