Senior Analyst, Mergers & Acquisitions

Are you passionate about Mergers and Acquisitions?
Do you excel at financial modeling and due diligence?

Your role…

As a Senior Analyst, Mergers & Acquisitions for ReSource Pro, you will play a key role in executing ReSource Pro's mergers and acquisitions strategy by identifying and tracking opportunities, conducting due diligence, creating financial analysis, models, board presentations, investment business case decks, assisting with post-acquisition integration, and monitoring the performance of prior acquisitions. You will have a strong background in finance, accounting, and investment analysis, as well as strong communication, analytical, and project management skills. You will foster a respectful and collaborative environment by upholding professionalism and engaging in constructive and respectful conversations.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

After 3 months you will…

• Conduct research and industry analysis to identify, qualify, and prioritize potential M&A targets in core and adjacent markets
• Analyze market trends, competitive landscape, and key financial metrics to assess the attractiveness of target business
• Organize and maintain prioritization lists for the executive team, synthesizing large volumes of data into actionable insights
• Assist in deal execution through due diligence and integration; Prepare and execute detailed project plans
• Support the creation and execution of value creation plans; Contribute to financial diligence calls
• Prepare financial, qualitative and valuation analyses, including P&L forecasts, cash flows, financial models, and other ad hoc financial analyses related to acquisition activities
• Prepare and present investment presentations for ReSource Pro's executive team, private equity sponsor, and Board of Directors
• Develop simple and insightful financial models from raw data to evaluate target company profitability and key financial metrics for presentation to the board
• Develop and execute due diligence agendas, focusing on strategic plans, growth profiles, and key business drivers
• Coordinate and collaborate effectively with cross-functional teams (Revenue, Finance, Technology, Talent, Operations, Marketing) to gather and synthesize critical due diligence information
• Demonstrate a fundamental understanding of quantitative valuation methodologies, DCF, comparable company analysis, sum of the parts, data tables, and advanced knowledge of key financial accounting and US GAAP principles
• Support relationships with C-suite and executive teams at potential partner organizations

What You Need to Be Successful…

• Bachelor's Degree in Finance, Accounting, Risk Management, Economics, or equivalent
• Live in the Eastern time zone
• 2-5 years' experience in M&A
• Advanced Excel skills
• Exceptional oral and written communication
• Superb professionalism and ability to present to individuals at the Executive level
• Outstanding business acumen
• Strong project management and analytical skills

Your Benefits & Perks…

• Generous PTO plan with paid holidays + floating holidays 
• 100% paid Employee Healthcare on Day 1 
• Eligible for all medical, dental, and vision benefits on Day 1  
• 401k with employer match, vested on Day 1 
• Opportunity to work for a growing, global organization. 
• Ability to engage with clients and internal partners to make an impact. 
• Organization-wide focus on growth and development 

Your Interview Process:
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.
The standard interview process includes:

1. Behavioral interview with Talent Acquisition
2. Online talent assessment
3. Hiring Manager interview
4. Modeling Test
5. Stakeholder interview

*Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US. 

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.