Senior M&A Training & Quality Specialist

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

Senior M&A Training & Quality Specialist

Senior M&A Training & Quality Specialist

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