Mergers and Acquisitions Specialist

4 days ago


Westlake, Ohio, United States AssuredPartners Full time
About the Role

We are seeking a highly skilled Mergers and Acquisitions Analyst to join our team at AssuredPartners. As a key member of our deal team, you will play a critical role in supporting all aspects of the transaction evaluation process, including due diligence, valuation, and internal transaction approval.

Key Responsibilities
  • Due Diligence: Assist in the financial due diligence process, including coordination with corporate departments and communication of information and insights to senior and executive management.
  • Pro Forma Modeling: Develop and populate pro forma financial models to present to the credit markets, outside auditors, and our company's sponsor.
  • Contract Negotiations: Support contract negotiations and closings by preparing documents related to proposed transactions, including due diligence findings, results, and summaries.
  • Data Management: Oversee data rooms and manage the distribution of information to all relevant transaction participants.
  • Process Improvement: Develop, maintain, and continuously improve tools used in the M&A process.
What We Offer
  • Competitive Compensation: A base salary of $65,000 to $85,000, depending on experience, plus bonus opportunities.
  • Benefits Package: A comprehensive paid time off package, including 30+ days of paid time off, 10 company holidays, 2 floating holidays, 5 sick days, and 2 volunteer days.
  • Health and Wellness: Health benefit options with company-paid HSA contributions, 2 dental plan options, and 2 vision plan options.
  • Retirement Plan: A company match 401(k) plan with a 50% match up to 6%.
  • Professional Development: Opportunities to prioritize mental health, access to licensed therapists, and support for fitness and wellness goals.
Requirements
  • Education: Bachelor's degree in Accounting or Finance.
  • Experience: 1-3 years of related experience.
  • Skills: Advanced Excel skills, strong GL background, experience with automated accounting systems, and knowledge of general accounting duties.
  • Travel: 15-20% travel required.


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