Corporate Development Associate

1 month ago


Cleveland, United States Staffing Solutions Enterprises Full time

The Associate role within the Corporate Development & Planning function works with a leadership team on strategic projects and acquisition activities. The Associate performs the fundamental qualitative and quantitative analysis for these projects, particularly related to mergers & acquisitions (M&A) activities. The Associate may be involved in all stages of the strategy and M&A processes, with M&A project responsibilities including market evaluation; target identification, assessment & tracking; financial analysis; value & price determination; due diligence; and project coordination.

Salary range: $110-120K plus bonus

Primary Responsibilities

  • Review, analyze, and summarize M&A opportunities
  • Perform detailed data and financial analysis; build valuations & discounted cash flow models
  • Work cross-functionally with other team members to conduct due diligence and to
  • determine synergies between existing operations and new projects or M&A targets
  • Coordinate team activities and track against a project plan
  • Coordinate with external providers such as investment bankers and accounting & law firms
  • Support building business cases and conducting analyses for strategic initiatives and M&A projects
  • Assist in preparing materials to communicate strategic & financial results to stakeholders
  • Interface with company management (including C-suite) and private equity sponsors deal team to
  • plan, manage and execute on workstream activities and deliverables.
  • Develop an understanding of the US RIA industry and market trends to inform long-term strategy

Summary Qualifications

  • MBA, or graduate degree in finance, preferred
  • Strong understanding of financial statements and proven financial modeling and analysis skills required
  • Advanced Excel skills strongly preferred: Advanced Formulas and techniques such as: keystroke shortcuts, VLOOKUP, index match, sumif, nested IF statements, etc.
  • Consistent workbook documentation in accordance with industry standards
  • Demonstrated project management capability with clear documentation
  • Experienced with using cloud-based collaboration tools, such as Microsoft Teams, SharePoint, and ShareFile
  • Able to perform at a high-level in a dynamic, fast-paced, small-team environment where learning on-the-job and quality results and self-auditing are the norm
  • Good communication, skills knowing when to ask for guidance or assistance
  • Confident, team player with a can-do attitude

by Jobble



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