The Merger & Acquisitions Analyst III will be responsible for various functions related to the acquisition process including task management, analysis of financial statements and related financial data, and support of other members of the Mergers & Acquisitions Team.
-
Review and organize incoming acquisition information
-
Develop pro forma and business case for potential acquisitions
-
Assist in preparation of term sheets and cover letters
-
Perform and coordinate due diligence
- Present analysis of acquired companies’ financial results versus the pro forma and budget
-
Develops analyses, projections, reports, and presentations
-
Provide supporting data for and present working capital computation
-
Leverages AI‑enabled tools and automation to improve efficiency, accuracy, and the quality of insights across workflows.
-
Assist with tasks as required; scanning, data entry, scheduling of conference calls, coordination of travel / meetings, etc.
Required
-
Bachelor’s degree in related field or equivalent work experience to substitute for the bachelor’s degree.
-
Minimum of 5 years of related experience.
Preferred
- 3+ years of public accounting, industry accounting/finance or banking experience working on the valuation of companies.