Senior M&A Training & Quality Specialist

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 (deal preparation) 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. The role will also champion
the effective use of Salesforce, AI, and other technologies; establish best practices; and conduct
targeted quality-control reviews of confidential information memorandums (CIMs) and related work
products. Insights from these activities will be used to identify recurring issues and inform future
training and process improvements.

The specialist will partner with Operations leadership, Transaction Support leaders, and other
stakeholders to translate business needs, process changes, quality trends, and technology
developments into scalable learning solutions and consistent standards.

Job Responsibilities

• Serve as a Transaction Support subject matter expert in financial analysis, business writing,
  CIM development, processes, systems, and best practices.
• Assess training needs and partner with Operations and Transaction Support leaders to
  prioritize skill gaps and development opportunities.
• Translate complex M&A, financial, operational, and process topics into clear, practical
  learning experiences.
• Conduct targeted quality control (QC) reviews of CIMs and related work products to promote
  quality, accuracy, and uniformity across offices; provide actionable feedback, leverage AI to
  enhance review efficiency, and use recurring findings to identify training and process-
  improvement opportunities.
• Champion responsible use of AI and technology by evaluating tools, identifying practical
  applications, establishing guardrails, and supporting adoption.
• Host recurring meetings with US Transaction Support teams to share best practices, address
  challenges, communicate updates, and promote consistency across offices.
• Guide, review, and maintain training materials, presentations, facilitator guides, job aids,
  exercises, and assessments.
• Facilitate group, virtual, and individual training for employees at varying experience levels
  and reinforce learning through coaching and follow-up.
• Maintain training standards, content governance, version control, and current, scalable
  learning resources.
• Promote effective use of Salesforce, including data quality, reporting, workflow adherence,
  system best practices, and user adoption.
• Compile and analyze Transaction Support KPIs, training outcomes, and quality trends, and
  communicate key findings and recommendations to management.
• Support continuous improvement initiatives related to training, technology, quality,
  reporting, and Transaction Support processes.
• Follow organizational policies, contribute to departmental and company goals, and perform
  other duties as assigned.

Qualifications & Requirements

• Bachelor’s degree in finance, accounting, business, communications, or a related field
  preferred; equivalent relevant experience may be considered.
• 5+ years of relevant experience in M&A, Transaction Support, financial analysis, or a related
  field; prior M&A or Transaction Support experience is strongly 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, with the ability to explain
  complex topics clearly and engage employees across multiple offices and experience levels.
• 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, emerging technology, and digital learning tools, including testing
  capabilities, identifying practical applications, establishing responsible-use practices, and
  supporting adoption.
• Strong business and financial acumen, including the ability to analyze financial and
  operational information for presentation in M&A marketing materials.
• Ability to read and interpret financial statements, tax returns, and supporting financial
  documentation.
• Excellent verbal and written communication skills, including professional business writing
  and editing.
• Demonstrated ability to review financial and narrative work products with accuracy, sound
  judgment, and attention to detail.
• Strong analytical, problem-solving, and interpersonal skills, including the ability to identify
  trends, recommend practical solutions, provide constructive feedback, and influence without
  direct authority.
• Ability to quickly understand diverse businesses, industries, operating models, processes, and
  learner needs.
• Ability to manage multiple priorities, independently lead projects, meet deadlines, and
  maintain accuracy in a fast-paced environment.
• Advanced proficiency in Microsoft PowerPoint, Excel, and Word; experience with learning
  management systems, content-authoring tools, collaboration platforms, or AI-enabled
  productivity tools is preferred.
• Ability to travel by plane and automobile as business needs require; no personal history of
  enforcement actions by the U.S. Securities and Exchange Commission, FINRA, or any state
  securities regulatory body.
• Ability to work in the office every day as this is not a remote or hybrid position.
• Professional dress attire is required.

Annual salary range: $70,000–$85,000, commensurate with experience.

All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and
community service days. Employees are eligible for highly competitive company-subsidized medical,
dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings
accounts (FSA & HSA); and flexible dependent care assistance accounts.

Social Responsibility

Benchmark International is an active, contributing member of the communities in which we work. The
company participates in significant charitable giving opportunities throughout the year. Many of the
recipient charities have been identified by our individual employees because of their personal passion for
supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year
to provide their labor and skills to the community.

About Benchmark International

Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-
maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1
Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment
Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our
award-winning process and world-class service.

Specializing in the transaction of mid-market companies, our teams operate from offices across the globe,
representing clients in a wide variety of industries. Our unique, technology-driven approach connects
sellers with the right acquirers—whether local or international—through a combination of proprietary
databases, deep market insight, and strategic outreach.

We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is
rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are
actively looking for ambitious professionals ready to shape the next chapter of our success story.

Join us and be part of the next generation of leaders redefining M&A excellence.

Benchmark International provides equal employment opportunities to all qualified individuals without
regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin,
physical or mental disability, military or veteran status, genetic information, or any other protected
classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion,
demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination,
harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

Benchmark International cannot sponsor work visas for candidates.