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Financial Analyst, Mergers and Acquisitions Specialist

2 months ago


Surrey, British Columbia, Canada Westland Insurance Group Full time
Job Summary

We are seeking a highly skilled Financial Analyst to join our Mergers and Acquisitions team at Westland Insurance Group. As a key member of our team, you will play a crucial role in supporting our acquisition strategy and driving business growth.

Key Responsibilities
  • Conduct in-depth financial analysis of potential acquisition targets to identify strategic opportunities.
  • Develop and manage advanced Excel financial models to evaluate acquisition opportunities.
  • Assist in preparing expressions of interest and letters of intent that effectively communicate our intentions.
  • Organize and maintain virtual data rooms to ensure seamless document flow and accessibility.
  • Contribute to creating investment presentations for senior stakeholders, helping to communicate key insights and strategies.
  • Participate in buy-side transaction due diligence, reviewing target information to uncover potential risks and opportunities.
  • Collaborate with internal diligence and integration teams to ensure smooth execution throughout the deal process.
  • Work with external legal and financial advisors on transactions, as needed, to ensure all aspects are covered.
  • Support the overall management and organization of deal files and repositories.
  • Take on additional ad hoc projects and tasks, contributing to the team's success.
Requirements
  • Bachelor's degree in Commerce or Business, with a strong emphasis on finance or accounting.
  • CPA or CFA designation, or on track to obtain it within the next six months.
  • 2-3 years of direct experience in business finance or within an M&A transaction environment.
  • Advanced Excel skills and data analysis expertise.
  • Proficient in PowerPoint and Microsoft Word.
  • Exceptional analytical and critical thinking abilities.
  • Excellent interpersonal communication skills.
  • Detail-oriented and able to prioritize tasks effectively.
  • Comfortable navigating ambiguity and thriving in dynamic environments.
What We Offer
  • A dynamic and inclusive work environment.
  • Opportunities for growth and professional development.
  • A competitive compensation package.
  • A comprehensive benefits program.
  • A commitment to diversity, equity, and inclusion.