Key Responsibilities
- Conduct financial analysis, valuation, and due diligence for acquisition, divestiture, and strategic investment opportunities
- Build and maintain complex financial models, including discounted cash flow (DCF), comparable company analysis, precedent transactions, leveraged buyout (LBO), and merger models
- Perform industry, market, and competitive research to identify acquisition targets and evaluate strategic opportunities
- Analyze financial statements, operating metrics, and business performance to support investment recommendations.
- Prepare investment memoranda, board presentations, executive summaries, and transaction materials
- Coordinate cross-functional due diligence efforts with finance, legal, tax, operations, HR, and external advisors
- Support transaction execution, including negotiations, purchase agreements, financing activities, and closing processes
- Monitor market trends, valuation multiples, and industry developments affecting acquisition strategy
- Assist with post-merger integration planning and synergy tracking where applicable
- Develop relationships with investment bankers, consultants, legal counsel, and other external stakeholders
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
- 2–4 years of experience in investment banking, corporate development, transaction advisory, private equity, or M&A consulting
- Strong understanding of corporate finance, valuation methodologies, and financial statement analysis
- Advanced proficiency in Microsoft Excel and PowerPoint
- Experience building integrated financial models from scratch
- Strong analytical, quantitative, and problem-solving skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities while meeting tight deadlines
- High attention to detail and strong organizational skills
Preferred Qualifications
- MBA, CFA, or progress toward a CFA designation
- Private Equity experience
- Experience supporting middle-market or large-cap M&A transactions
- Familiarity with financial databases such as Capital IQ, PitchBook, FactSet, or Bloomberg
- Experience with data visualization or financial reporting tools (Power BI, Tableau) is a plus
Working Conditions
- Work is primarily performed remotely from a dedicated home office environment utilizing standard office equipment.
- Position requires extended periods of sitting and computer use.
- Ability to lift up to 10 pounds occasionally.
- Requires close visual acuity for reviewing payroll records, reports, and system data.
- May require occasional travel to support regional business unit operations and payroll initiatives.
Note: This job description is not intended to be all-inclusive. Employees may be required to perform other duties as assigned to support the operational needs of the organization. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.
