Senior M&A Financial Analyst

Zohorecruit; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

Zohorecruit is seeking an experienced financial analyst to support M&A activities in a remote, international setting. The role emphasizes rigorous financial modeling, due diligence, and cross-functional collaboration across accounting, operations, and business development.

The position requires a bachelor’s degree in Finance, Accounting, or Business, with an MBA or CFA viewed as a plus; at least four years of relevant experience in financial analysis and M&A.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business (mandatory).
• MBA or CFA is a plus.
• Minimum of 4 years of experience in financial analysis and M&A.
• Strong proficiency in financial modeling and valuation techniques.
• Experience with due diligence, cohort analysis, bank reconciliation, and accounting principles.

Responsibilities

• Perform financial analysis, due diligence, and risk assessment for potential M&A opportunities, including financial modeling, valuation, and assessment of target companies.
• Evaluate software revenue streams, user engagement metrics, and SaaS performance to analyze customer cohorts and trends.
• Conduct P&L and balance sheet analyses, assess AR/AP, and develop proforma statements for acquisitions focusing on cost savings and revenue growth.
• Prepare reports and presentations summarizing due diligence findings for stakeholders.
• Supervise and coach a team of analysts, ensuring high-quality output.

Skills

Financial modeling

Valuation techniques

Due diligence

Cohort analysis

Bank reconciliation

Accounting principles

Analytical skills

Communication skills

Cross-functional collaboration

Education

Bachelor’s degree in Finance, Accounting, Business

MBA or CFA

Job description

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.