Corporate Finacial Analyst
Job Description
Job Title: Financial Analyst - Mergers & Acquisitions (M&A)
Department: Finance / Corporate Development
Reports To: CFO
Location: Remote
Employment Type: Full Time-Exempt
Position Summary:
The Financial Analyst - Mergers & Acquisitions (M&A) will play a critical role in supporting corporate growth initiatives through strategic analysis, financial modeling, due diligence, and integration planning. This position collaborates with cross-functional teams to evaluate potential acquisition targets, partnerships, and divestitures, providing the financial insights needed to guide executive decision-making.
Key Responsibilities:
• Conduct comprehensive financial analysis and valuation of potential acquisition targets using various methodologies (DCF, comparable company analysis, precedent transactions).
• Assist in the development of investment memoranda and presentation materials for executive leadership and board review.
• Support due diligence efforts, including financial, operational, legal, and regulatory assessments.
• Analyze historical and projected financial performance of targets and synergies with existing operations.
• Build financial models for target acquisitions to drive investment decisions.
• Collaborate with internal departments (operations andHR) and external advisors (investment banks, legal counsel, consultants) to facilitate deal execution.
• Assist in the negotiation process by preparing financial models, forecasts, and sensitivity analyses.
• Participate in post-acquisition integration planning and performance tracking.
• Prepare financial analysis and reporting for current month end reporting.
• Prepare KPI data and analysis monthly.
• Create annual budgets and forecasts and track performance to actuals variance analysis.
Qualifications:
• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred).
• 5+ years of experience in investment banking, corporate development, private equity, or a related M&A role.
• Strong financial modeling, forecasting, and valuation skills.
• Excellent analytical and problem-solving abilities.
• Proficient in Microsoft Excel, PowerPoint, and financial analysis software/tools.
• High attention to detail, with strong organizational and project management skills.
• Ability to communicate complex financial concepts clearly to non-financial stakeholders.
• Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Experience in healthcare, technology, or other strategic growth industries.
• Familiarity with M&A deal structures, legal documentation, and regulatory compliance processes.
• Exposure to ERP and business intelligence systems (e.g., SAP, NetSuite, Tableau, Power BI).
Physical Requirements:
• Sitting: Ability to sit for extended periods of time while working at a computer.
• Manual Dexterity: Ability to operate a computer keyboard, mouse, and other office equipment.
• Vision: Adequate vision to read data on a computer screen, printed reports, and spreadsheets.
• Hearing and Speaking: Ability to communicate clearly with colleagues, clients, and stakeholders in person, by phone, and in virtual meetings.
• Mobility: Ability to move about an office environment, attend meetings, and occasionally travel if required.
• Lifting/Carrying: Occasionally may need to lift light objects (typically less than 20 pounds), such as laptops, binders, or boxes of documents.
• Travel: up to 25%
Apply Job!
Apply to this Job