Senior M&A Training & Quality Lead

Valid8 Financial, Inc.; Tampa (FL); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Paid time off

Holiday & birthday holidays

Medical, dental, vision, and AD&D

401k with company matching

FSA/HSA and dependent care assistance

Job summary

Benchmark International is seeking an experienced Senior Mergers & Acquisitions (M&A) Training & Quality Specialist to strengthen Transaction Support capabilities across our US offices by providing practical training, subject-matter expertise, technology adoption, and quality oversight.

This senior individual contributor will assess learning needs, guide and validate training content, facilitate training, and reinforce adoption through coaching and follow-up.

Qualifications

• Bachelor’s degree in finance, accounting, business, communications, or related field.
• 5+ years in M&A, Transaction Support, or related field; prior M&A or Transaction Support preferred.
• Proficiency in Excel for data analysis and reporting.
• Strong presentation, coaching, and communication skills.

Responsibilities

• Serve as a Transaction Support subject matter expert in financial analysis, CIM development, processes, systems, and best practices.
• Assess training needs and partner with Operations and Transaction Support leaders to prioritize skill gaps.
• Translate complex M&A, financial, operational, and process topics into clear, practical learning experiences.
• Conduct targeted quality control reviews of CIMs and related work products; promote quality and uniformity; leverage AI to enhance reviews.
• Champion responsible use of AI and technology by evaluating tools, establishing guardrails, and supporting adoption.
• Host recurring meetings with US Transaction Support teams to share best practices and promote consistency.
• Guide, review, and maintain training materials, facilitator guides, job aids, exercises, and assessments.
• Facilitate group, virtual, and individual training and reinforce learning through coaching and follow-up.
• Maintain training standards, content governance, version control, and scalable learning resources.
• Promote effective Salesforce use, including data quality, reporting, workflow adherence, and adoption.
• Compile and analyze Transaction Support KPIs, training outcomes, and quality trends; report findings to management.
• Support continuous improvement initiatives related to training, technology, quality, and processes.

Skills

M&A

Transaction Support

Financial Analysis

Excel

Salesforce

AI

Quality Assurance

Coaching

Presentations

Data Analytics

Education

Bachelor’s degree in finance, accounting, business, communications, or related field

Tools

Salesforce

Microsoft Excel

PowerPoint

Word

AI tools

Job description

Benchmark International is seeking an experienced Senior Mergers & Acquisitions (M&A) Training & Quality Specialist to strengthen Transaction Support capabilities across our US offices by providing practical training, subject-matter expertise, technology adoption, and quality oversight.

This senior individual contributor will assess learning needs, guide and validate training content, facilitate training, and reinforce adoption through coaching and follow-up.