Transaction Advisory Analyst - Benefits

James A Scott & Son Inc; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Scott Insurance in Charlotte, NC seeks a Transaction Advisory Analyst to perform employee benefits due diligence for private equity clients and advise on risk, cost, and compliance during transactions.

Initial on-site role with potential hybrid arrangement after training; requires strong analytical and client-facing skills and knowledge of ERISA/ACA regulations.

Qualifications

• Bachelor's degree in a related field preferred.
• 2+ years of experience in employee benefits consulting or related field.
• Active Life & Health insurance license or ability to obtain within 60 days.
• Knowledge of ERISA, ACA, COBRA, HIPAA, and related regulations.

Responsibilities

• Perform employee benefits due diligence for private equity clients.
• Identify liabilities, compliance concerns, and risks affecting transactions.
• Analyze costs, vendor arrangements, and utilization trends for financial risk.
• Ensure benefits programs comply with regulations (ERISA/ACA etc.).
• Prepare client-ready reports and recommendations for informed decisions.

Skills

Excel

PowerPoint

Analytical

Communication

Client-facing

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 30 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates, and were recently named to Business Insurance's national Best Places to Work list. Scott has nine offices across North Carolina, South Carolina, Tennessee and Virginia. Our employee owners enjoy a strong, team-centric culture, excellent benefits and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.

We currently have an opening for a Transaction Advisory Analyst in Charlotte, NC. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we would like to hear from you!

PRINCIPAL OBJECTIVES OF THE POSITION

As a Transaction Advisory Analyst, you will serve as a trusted advisor to private equity firms and corporate clients, providing employee benefits due diligence, risk assessments, and strategic guidance to support private equity due diligence efforts for acquisitions and portfolio companies. Through your analysis of benefits programs, compliance requirements, and workforce-related risks, you will deliver insights and recommendations that support informed business decisions.

This will be an on-site position with the opportunity to move to a hybrid schedule (3 days in-office per week + 2 days remote) once training is complete.

PRINCIPAL DUTIES & RESPONSIBILITIES

• Perform employee benefits due diligence for private equity clients undergoing mergers, acquisitions, and other transactions, evaluating health and welfare plans, executive benefits, leave policies, and voluntary benefits offerings.
• Identify potential liabilities, compliance concerns, contractual obligations, and benefits-related risks that may impact transaction outcomes, future operations, or workforce strategy.
• Analyze benefits plan costs, contribution strategies, utilization trends, vendor arrangements, and historical performance to assess financial risks and opportunities.
• Review employee benefits programs for compliance with applicable regulations, including ERISA, ACA, COBRA, HIPAA, and other federal and state requirements.
• Evaluate opportunities for plan optimization, cost containment, vendor consolidation, and benefits strategy enhancements.
• Prepare client-ready reports, presentations, and recommendations that clearly communicate findings and support informed business decisions.
• Partner with investors, attorneys, accountants, lenders, human resources leaders, and Scott production team members throughout the due diligence process to gather information, assess risk, and support transaction objectives.
• Support post-acquisition integration efforts, including benefits harmonization, vendor transitions, compliance considerations, and employee communication strategies.
• Monitor industry trends, regulatory developments, and emerging employee benefits risks to provide proactive guidance and consultative support to clients.
• Contribute to the growth and development of Scott's Employee Benefits Due Diligence practice through thought leadership, process improvement, and client relationship development.
• Perform other duties as assigned.

POSITION QUALIFICATIONS & REQUIREMENTS

• Bachelor's degree in Human Resources, Employee Benefits, Business Administration, Finance, Risk Management, Healthcare Administration, Accounting, or a related field preferred.
• 2+ years of experience in employee benefits consulting, benefits administration, compliance consulting, human resources, underwriting, or a related field.
• Active Life & Health insurance license, or the ability to obtain licensure within 60 days of employment.
• Knowledge of employee benefits programs, including medical, dental, vision, life, disability, voluntary benefits, and wellness programs.
• Understanding of employee benefits compliance requirements, including ERISA, ACA, COBRA, HIPAA, and other applicable federal and state regulations.
• Experience analyzing benefits plans, financial data, vendor relationships, and workforce-related risks.
• Experience supporting mergers and acquisitions, private equity transactions, or due diligence engagements is preferred.
• Strong analytical and problem-solving skills, with proficiency in Excel, PowerPoint, and other business analysis tools.
• Excellent written and verbal communication skills, including the ability to translate complex employee benefits concepts into actionable business recommendations.
• Strong attention to detail, organizational skills, and the ability to manage multiple projects and deadlines in a fast-paced environment.
• A consultative, client-focused mindset with the ability to build credibility and trusted relationships with internal and external stakeholders.
• Professional designations, or progress toward designations, such as CEBS, SHRM-CP, SHRM-SCP, PHR, SPHR, RHU, or similar certifications are preferred.

Scott Insurance is an Equal Opportunity Employer