Senior Analyst, Corporate Finance, M&A

Overview

• Drive strategic corporate finance and M&A initiatives in a hybrid work environment, contributing to impactful financial decision-making and organizational growth.
• Develop advanced financial models to assess M&A opportunities and optimize post-acquisition strategies for enhanced profitability and efficiency.
• Collaborate with executive leadership on high-visibility projects, providing actionable insights to shape strategic financial objectives.
• Support FP&A activities, including budgeting, forecasting, and variance analysis, ensuring alignment with organizational goals.
• Enhance financial tools and systems to improve forecasting accuracy and operational performance metrics.
• Work closely with private equity sponsors to align financial strategies with long-term organizational objectives.
• Contribute to a collaborative team environment that values innovation, excellence, and professional development.

Key Responsibilities & Duties

• Develop and maintain sophisticated financial models for M&A opportunities, valuation analysis, and strategic planning.
• Lead due diligence efforts, including financial data analysis and integration planning for acquisitions.
• Support post-acquisition financial transitions, ensuring seamless integration and operational alignment.
• Conduct comprehensive forecasting, budgeting, and variance analysis to inform executive decision-making.
• Prepare and present detailed financial reports for monthly, quarterly, and annual reviews.
• Develop dashboards and metrics to monitor performance and operational efficiency across departments.
• Enhance financial models to optimize cost tracking and profitability analysis for strategic initiatives.
• Collaborate with cross-functional teams to ensure alignment on financial objectives and organizational priorities.

Job Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA preferred.
• 4–8 years of experience in FP&A, investment banking, or private equity, with a strong focus on M&A.
• Proficiency in advanced Excel modeling and familiarity with financial systems and BI tools.
• Strong understanding of financial statements, valuation techniques, and M&A processes.
• Ability to thrive in a hybrid work environment, balancing remote and in-office collaboration.
• Exceptional analytical and problem-solving skills with high attention to detail and accuracy.
• Proven ability to collaborate effectively with cross-functional teams and executive stakeholders.
• Excellent communication skills for presenting insights and recommendations to leadership and stakeholders.