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Financial Analyst, Mergers and Acquisitions Specialist
2 months ago
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.
- 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.
- 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.