Strategic M&A & Corporate Development Analyst

Socket.dev; Chicago (IL); Hybrid; USD 80,000 - 108,000; Full time

Benefits offered by this job

Health plans

Dental & vision

HSA enrollment

401(k) matching

Flexible time off

Parental leave

Education assistance

Travel rewards

Job summary

Wipfli is seeking a Senior Analyst, Corporate Development to lead financial modeling, valuation analyses, and due diligence in support of M&A deals. The role collaborates with internal leaders and external stakeholders to drive successful deal execution.

The ideal candidate has a bachelor’s degree and 3–5 years of M&A experience, strong Excel and presentation skills, and comfort presenting to executives and boards. This hybrid Chicago-based role offers a competitive benefits package.

Qualifications

• Bachelor’s degree required, with 3–5 years of experience in M&A, financial modeling, and due diligence.
• Proven ability to lead complex, cross functional initiatives.
• Strong presentation and communication skills with proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
• Experience managing virtual data rooms.
• Strong ability to plan, prioritize, and organize work effectively.
• Ability to manage multiple projects simultaneously and meet deadlines.
• Clear verbal and written communication with strong process orientation and high attention to detail.
• Advanced financial and analytical capabilities.
• High level of comfort presenting to executive leadership teams and Boards.
• Demonstrated ability to handle highly confidential information with discretion.

Responsibilities

• Lead financial modeling, valuation, and business and financial due diligence activities.
• Prepare deal theses, diligence packs, approval materials, executive level presentations, and other materials that drive successful deal execution.
• Contribute to transaction recommendations, deal structures, and key considerations to executive leadership and the Board.
• Collaborate with internal leaders across Industry, Practice, and functional teams to evaluate potential investment opportunities.
• Assist in communicating deal structure, economics, and strategic rationale to prospective acquisition targets.
• Coordinate deal progression from discovery through execution of definitive agreements.

Skills

Financial modelling

M&A

Cross-functional leadership

Presentations

Data room management

Time management

Executive communication

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Word

Outlook

Job description

Wipfli is seeking a Senior Analyst, Corporate Development to lead financial modeling, valuation analyses, and due diligence in support of M&A deals. The role collaborates with internal leaders and external stakeholders to drive successful deal execution.

The ideal candidate has a bachelor’s degree and 3–5 years of M&A experience, strong Excel and presentation skills, and comfort presenting to executives and boards. This hybrid Chicago-based role offers a competitive benefits package.