Senior M&A Training & Quality Lead

Benchmark International; Tampa (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

Benchmark International seeks a Senior Mergers & Acquisitions Training & Quality Specialist to strengthen Transaction Support capabilities across our US offices through practical training, SME guidance, technology adoption, and quality oversight.

This senior individual contributor will assess learning needs, validate content, facilitate training, and reinforce adoption via coaching and targeted QC reviews of CIMs and related work products.

Qualifications

• Bachelor’s degree in finance, accounting, business, communications or related field.
• 5+ years of relevant experience in M&A, Transaction Support, financial analysis, or related field; prior M&A or Transaction Support experience preferred.
• Proficiency in Microsoft Excel, including formulas, data analysis, and reporting.
• Experience assessing learning needs and developing, facilitating, and improving training for adult learners.
• Strong presentation, meeting facilitation, and coaching skills; able to explain complex topics clearly across offices.
• Ability to develop and review practical, engaging training materials and learning resources.
• Strong Salesforce experience, including platform navigation, reporting, data quality, workflow support, and user guidance.
• Comfort with AI and digital learning tools, testing capabilities, identifying practical applications, and adoption support.
• Strong business and financial acumen; able to analyze financial and operational information for M&A materials.
• Ability to read and interpret financial statements, tax returns, and supporting documentation.
• Excellent verbal and written communication and editing skills.
• Ability to review financial and narrative work products with accuracy and judgment.
• Strong analytical, problem-solving, and interpersonal skills; able to identify trends and provide solutions.
• Ability to understand diverse businesses and learning needs quickly.
• Ability to manage multiple priorities, lead projects, and meet deadlines in a fast-paced environment.
• Advanced proficiency in PowerPoint, Excel, and Word; familiarity with LMS or content-authoring tools preferred.
• Travel as required.

Responsibilities

• Serve as Transaction Support SME in financial analysis, CIM development, processes, and best practices.
• Assess training needs and prioritize skill gaps with Operations leaders.
• Translate complex M&A topics into clear, practical learning experiences.
• Perform QC reviews of CIMs to ensure quality and consistency; use AI to improve efficiency.
• Champion responsible use of AI and technology; evaluate tools and establish guardrails.
• Host recurring sessions with US Transaction Support teams to share best practices.
• Maintain training materials, facilitator guides, jobs aids, exercises, and assessments.
• Facilitate group, virtual, and individual training with coaching and follow-up.
• Maintain training standards and content governance; ensure scalable resources.
• Promote Salesforce data quality, reporting, workflow adherence, and user adoption.
• Analyze Transaction Support KPIs and training outcomes; report findings to management.
• Support continuous improvement initiatives around training, technology, and processes.

Skills

Financial analysis

CIM development

Quality control

Training & facilitation

Salesforce experience

AI in training

Data analysis

Presentation skills

Coaching

Project management

Education

Bachelor's degree in finance, accounting, business, or communications

Tools

Salesforce

PowerPoint

Word

LMS

Content authoring tools

Job description

Benchmark International seeks a Senior Mergers & Acquisitions Training & Quality Specialist to strengthen Transaction Support capabilities across our US offices through practical training, SME guidance, technology adoption, and quality oversight.

This senior individual contributor will assess learning needs, validate content, facilitate training, and reinforce adoption via coaching and targeted QC reviews of CIMs and related work products.