Mergers and Acquisitions (M&A) Associate
SUMMARY The person hired for this position will work with the
Mergers & Acquisitions team to execute the Company's growth strategy. The position consists of the following key tasks:
ESSENTIAL JOB FUNCTIONS To perform this job successfully, an individual must be able to satisfactorily perform each essential function listed below. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Qualifying potential acquisition targets. Identify and screen target companies in our existing service lines and any additional service lines that we may enter.
• Making initial contact with potential sellers. Creating initial contact letters and representing the company in introductory follow up calls.
• Providing a seamless handoff to our dealmakers. With your understanding of our company and acquisition process, you will transition active acquisition candidates to one of our dealmakers.
• Maintaining and enhancing our M&A Database. Ensure that our online customer relationship management database accurately reflects the current status of all acquisition targets.
• Ability to efficiently perform data-mining and data manipulation of seller prepared financial information in a format presentable to M&A deal makers.
• Comparative benchmarking of the financial performance of the prospective targets to a comparable existing service line alias.
• Analyze and synthesize target company data to identify: historical financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact valuation of the target company
• Assist with the construction and design tailored financial due diligence reports specific to key issues such as: normalized earnings, understanding of unit economics of the business, and preparation of carve-out financial statements.
• Participate in ad-hoc projects for M&A team.
REQUIREMENTS The requirements listed below are representative of the knowledge, skill, and/or abilities required to perform the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education: Bachelor's degree in accounting or finance from an accredited college or university is required.
MBA or MBA candidate is preferred.
Experience: • 3 to 5 years of transaction services and/or business development.
Certificates, Licenses, and Registrations: CPA is preferred.
Other Skills and Abilities: • Strong analytical skills
• Excellent written and oral communication skills
• Solid accounting knowledge
• Project management skills and ability to multi-task
• Ability to work in a team-oriented environment
• Ability to work under pressure and time deadlines
• Extensive knowledge of Microsoft Office suite, specifically PowerPoint and Excel.
• Positive Attitude
Language Skills: Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.
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