SUMMARY:
The primary responsibility of the position is to support acquisition growth through financial analysis and modeling, valuation, due diligence, and integration activities within the Corporate Development (Mergers & Acquisitions) team.
This is a remote or hybrid position with the flexibility to work in our Folsom, CA office or in our Addison, TX office.
This is a full-time, exempt, hybrid position and has the flexibility to work in one of our Folsom, CA or Addison, Texas offices.
The base salary range is $100,00-$110,000
DUTIES AND RESPONSIBILITIES:
- Review diligence data for potential acquisitions and prepare valuation analyses through the building of proforma P&Ls, including evaluating any open items required to complete analyses
- Prepare transaction due diligence packages for Board approval of the transaction
- Prepare presentation packages on M&A opportunities and closed/won transactions for Board meetings
- Develop presentation material and other key transaction-related documentation, such as Letters of Intent and Purchase Agreement disclosures, to support corporate development activities
- Manage diligence data room to ensure timely review of data provided by potential partners
- Support post-merger tracking to ensure deal value is realized
- Monitor and report to senior leadership on the status of corporate development opportunities being pursued
- Identify opportunities to streamline existing processes, improve efficiency, and leverage technology to reduce manual work
- Perform ad-hoc financial and operational analysis and reports as required
QUALIFICATIONS:
- Bachelor's degree in Finance, Accounting, Business, or related field required
- 2+ years of professional experience in Corporate Development (M&A), Strategic Finance, Consulting, Auditing, Operations, Investment Banking, or similar environment working as a data analyst or a financial analyst
- Experience working with private equity-backed firms a plus
- Process-oriented and highly organized, with excellent attention to detail
- Strong analytical and problem-solving skills with high attention to detail
- Excellent verbal and writing communication skills
- Strong interpersonal and organization skills
- Advanced Excel and PowerPoint skills
- Familiarity with AI tools (e.g., Claude, ChatGPT)