Strategic M&A Finance Associate: Valuation & Integration

h1; New York, Northern (NY, KY); Hybrid; USD 125,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Generous PTO & wellness

Flexible work hours & remote

Job summary

H1 is seeking a corporate development professional to own the financial aspects of its M&A function, building multi-year models and evaluating targets. You will screen opportunities, coordinate cross-functional teams, and prepare executive-ready materials for leadership and board reviews.

This role reports to the SVP Finance and will help shape the M&A playbook, manage diligence data rooms, and support post-close integration and portfolio reviews with strategic insights.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Accounting or a related field
• 2-5 years' experience in investment banking, management consulting, private equity, or corporate development
• Strong financial modeling skills; you can build a model from scratch and defend every assumption
• Exceptional attention to detail; you catch the error before it goes to Sr. Leadership
• Proven ability to manage multiple workstreams simultaneously under tight deadlines
• Intellectually curious; you're a fast and eager learner with the demonstrated ability of being a thought partner for strategic decisions
• Clear, concise written and verbal communication skills
• High proficiency in Excel and Power Point, CapIQ, and AI-based software and tools (Claude, ChatGPT, etc.)

Responsibilities

• Build and own first-draft financial models, including income statement, balance sheet, and cash flow models as well as standard valuation analyses, with scenario modeling to stress-test assumptions and surface key value drivers
• Maintain and manage the M&A and partnership deal pipeline, keeping records current and flagging high-priority opportunities
• Conduct initial screening of inbound and proactively sourced targets, assessing strategic fit, deal size, and financial profile against active investment theses
• Manage workstreams end-to-end, coordinating cross-functional teams including Finance, Legal, HR, Tax, and Operations
• Prepare screening memos summarizing key facts, strategic rationale, and recommended next steps for senior review
• Build and maintain presentation materials for leadership and board-level deal reviews, investment committee meetings, and strategic planning discussions
• Translate complex financial and strategic analysis into clean, executive-ready decks with clear recommendations
• Conduct industry research and competitive landscape analysis to identify emerging opportunities across priority verticals
• Maintain diligence trackers, manage the data room, and ensure workstream leads are hitting deadlines
• Support post-close integration planning and assist with partnership and portfolio reviews, flagging performance trends for leadership attention

Skills

Financial modeling

Multi-tasking

Analytical thinking

Communication

Curiosity

Education

Bachelor's degree in Finance/Business/Economics/Accounting

Tools

CapIQ

Excel

PowerPoint

AI tools (Claude/ChatGPT)

Job description

H1 is seeking a corporate development professional to own the financial aspects of its M&A function, building multi-year models and evaluating targets. You will screen opportunities, coordinate cross-functional teams, and prepare executive-ready materials for leadership and board reviews.

This role reports to the SVP Finance and will help shape the M&A playbook, manage diligence data rooms, and support post-close integration and portfolio reviews with strategic insights.