Strategic M&A & Growth Associate

CFS; Houston (TX); On-site; USD 140,000 - 150,000; Full time

Job summary

CFS is seeking a strategic Corporate Development professional in Houston to lead M&A evaluation, financial modeling, and due diligence. The role collaborates with senior leadership across FP&A, Investor Relations, and Treasury to drive transaction-based growth.

You will build three-statement models, perform scenario analyses, and contribute to Board materials and quarterly earnings packages, shaping executive decisions and company strategy.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 2–4 years of experience in investment banking, corporate development, FP&A, corporate finance, or consulting.
• Strong understanding of financial statements and three-statement forecasting.
• Knowledge of fundamental valuation methodologies and the M&A process.
• Advanced Excel and PowerPoint skills.

Responsibilities

• Support M&A evaluation, due diligence, transaction execution, and integration efforts.
• Build and own detailed financial models to evaluate acquisitions, long-term growth opportunities, and key business drivers.
• Perform three-statement forecasting, valuation, scenario, and return analyses.
• Conduct market research and competitive analysis to identify trends, opportunities, and support strategic initiatives.
• Assist in preparing materials for Board and Committee meetings and strategic partnerships.
• Support quarterly earnings materials, including investor presentations, earnings releases, and investor call materials.
• Prepare and maintain monthly financial reporting packages and business forecast models.
• Analyze and explain variances between actual results, forecasts, and budgets, including underlying business and market drivers.
• Partner with business unit leaders on annual operating and capital budgets.
• Provide ad hoc financial analysis to senior leadership supporting strategic decision-making and Treasury initiatives.
• Collaborate cross-functionally with Finance, Accounting, Operations, and executive leadership.

Skills

Financial modeling

Excel

PowerPoint

M&A evaluation

FP&A

Presentation skills

Cross-functional collaboration

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

OneStream

FactSet

Job description

CFS is seeking a strategic Corporate Development professional in Houston to lead M&A evaluation, financial modeling, and due diligence. The role collaborates with senior leadership across FP&A, Investor Relations, and Treasury to drive transaction-based growth.

You will build three-statement models, perform scenario analyses, and contribute to Board materials and quarterly earnings packages, shaping executive decisions and company strategy.