Mergers and Acquisitions Analyst
AssuredPartners
Westlake, OH
See who AssuredPartners has hired for this role
Overview
The M&A Analyst will be an integral part of the deal team and will support all parts of the transaction evaluation process, including due diligence, valuation and internal transaction approval. This position provides significant exposure to senior management and executives.
The Ideal Candidate
- You enjoy problem solving and possess strong analytical skills
- You have the ability to multi-task proficiently and handle multiple projects at once
- You consider yourself a strong communicator both written and verbally
If this sounds like you, we invite you to keep reading and apply!
What You'll Do
- Due diligence – Assist in the financial due diligence process including coordination with Company corporate departments and communicating information and insights to senior and executive management.
- Development of pro forma models - Create pro forma financial models and populate investment and acquisition deliverables to be presented to the credit markets, outside auditors and the Company’s sponsor.
- Support contract negotiations and closings by assisting in the preparation of documents related to proposed transactions including due diligence findings, results and summaries.
- Overseeing data rooms and managing the distribution of information to all relevant transaction participants.
- Develops, maintains and continuously improves tools used in the M&A process.
- Other duties as assigned.
What's in it For You?
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
- Competitive base salary
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
What You'll Need
- Bachelor’s degree in Accounting or Finance and 1-3 years of related experience
- Advanced Excel skills
- Strong GL background
- Experience with automated accounting systems
- Knowledge of general accounting duties including exposure to Accounts Payable, Accounts Receivable, and Payroll
- Experience in GAAP reporting, accruals, monthly financial statements, and budgets
- Insurance industry experience is a plus
- 15-20% travel required
Compensation and Benefits:
- $65k-$85k base salary (depending on experience) plus bonus
Grow, with us
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
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Seniority level
Associate -
Employment type
Full-time -
Job function
Sales, Business Development, and Consulting -
Industries
Legal Services and Insurance
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