Strategic Finance & M&A Associate

Johnstone Supply LLC; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Johnstone Supply LLC, a leading HVACR distributors group, seeks a Corporate Development Associate in the US to support strategic growth initiatives and core FP&A activities.

You will prepare financial reports, dashboards, and analyses for leadership and external partners, collaborate with stakeholders to drive performance improvements, and develop valuation models using Excel, Power BI, and other BI tools.

Qualifications

• Bachelor’s degree with preference to Accounting/Finance/Economics.
• Minimum of three years of relevant business experience in M&A, investment banking, corporate finance, or FP&A.
• Strong forecasting, budgeting, and financial modeling knowledge.
• Advanced financial modeling and valuation skills; building, maintaining, and improving models/dashboards.
• Excel and PowerPoint proficiency; BI tools/financial systems experience (Adaptive, Anaplan, Tableau, Power BI, Datarails).
• Ability to analyze large datasets and distill insights for decision-making.

Responsibilities

• Lead preparation of financial reporting, presentations and analyses for Management, Board, banks, auditors, and private equity sponsors.
• Support internal monthly updates with KPI dashboards, board materials, and variance analyses.
• Work with stakeholders to assess drivers of financial performance and identify improvement opportunities.
• Drive insights through data analytics using Excel and BI platforms (DataRails, Power BI).
• Support identification, valuation, planning, and execution of internal and external business development opportunities and acquisitions.
• Gather and evaluate data, develop projections and valuation analyses.
• Perform pro forma analyses, budgeting/forecasting, and financial modeling for presentations and financing/M&A support.

Skills

Financial modeling

Forecasting

Budgeting

Valuation methods

Excel

PowerPoint

BI tools (Power BI/Tableau)

Data analysis

Education

Bachelor’s degree in Accounting/Finance/Economics

Tools

Excel

Power BI

Tableau

Datarails

Anaplan

Adaptive

Job description

Johnstone Supply LLC, a leading HVACR distributors group, seeks a Corporate Development Associate in the US to support strategic growth initiatives and core FP&A activities.

You will prepare financial reports, dashboards, and analyses for leadership and external partners, collaborate with stakeholders to drive performance improvements, and develop valuation models using Excel, Power BI, and other BI tools.