Financial Analyst Mergers & Acquisitions

Posted 2 Days Ago
Waukesha, WI, USA
In-Office
Mid level
Appliances • Industrial • Manufacturing
The Role
Support M&A and corporate development by performing company, market, and competitive research; building financial and valuation models; coordinating due diligence; preparing executive presentations and investment memos; maintaining deal pipelines; and collaborating with cross-functional teams to execute transactions.
Summary Generated by Built In
We believe power is a promise - a shared commitment to be there for others when it matters most.

For more than 65 years, we've turned big ideas into solutions that help protect homes, strengthen businesses and build a more resilient, efficient, sustainable energy future.


Ready to Power a Smarter World with us?

Major Responsibilities
  • Conducts company, market, industry, and competitive research to identify and evaluate strategic growth opportunities.
  • Supports mergers and acquisitions, divestitures, partnerships, investments, and other corporate development initiatives from initial screening through execution.
  • Builds and maintains financial models, valuation analyses, transaction comparables, and scenario analyses to support investment recommendations.
  • Assists with due diligence by coordinating information requests, reviewing materials, summarizing findings, and tracking open items across internal and external stakeholders.
  • Prepares executive-ready presentations, investment memos, target profiles, meeting materials, and other communications for senior leadership review.
  • Maintains acquisition pipeline data, target company profiles, deal trackers, and other tools used to monitor corporate development activity.
  • Collaborates with Finance, Legal, Tax, HR, Operations, and other functional teams to support transaction analysis, execution, and post-closing planning activities.
Minimum Job Requirements

Education

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.

Certification / License

Work Experience

  • 2-5 years of experience in corporate development, investment banking, transaction advisory, valuation, financial planning and analysis, or related analytical role.

Knowledge / Skills / Abilities

  • Strong analytical and quantitative skills, including the ability to interpret financial statements, operating metrics, and market data.
  • Foundational understanding of corporate finance, valuation methodologies, financial modeling, and M&A transaction processes.
  • Excellent organizational skills with the ability to manage multiple workstreams, deadlines, and diligence requests in a fast-paced environment.
  • Strong written and verbal communication skills, including the ability to summarize complex information clearly for leadership audiences.
  • Detail-oriented, proactive, and collaborative, with sound judgment and discretion when working with confidential transaction information.
  • Ability to effectively utilize Microsoft Excel, PowerPoint, Word, Outlook, Power BI, Teams, and other tools used for analysis, presentations, and project coordination.

“We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.”

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
  • 2-5 years of experience in corporate development, investment banking, transaction advisory, valuation, FP&A, or related analytical role.
  • Strong analytical and quantitative skills, including financial statement and operating metric interpretation.
  • Foundational understanding of corporate finance, valuation methodologies, financial modeling, and M&A transaction processes.
  • Ability to build and maintain financial models, valuation analyses, transaction comparables, and scenario analyses.
  • Experience assisting with due diligence, coordinating information requests, reviewing materials, and tracking open items.
  • Excellent organizational skills and ability to manage multiple workstreams, deadlines, and diligence requests.
  • Strong written and verbal communication skills; ability to summarize complex information for leadership.
  • Detail-oriented, proactive, collaborative, with sound judgment and discretion handling confidential transaction information.
  • Proficiency with Microsoft Excel, PowerPoint, Word, Outlook, Power BI, and Microsoft Teams.
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The Company
HQ: Waukesha, Wisconsin
3,437 Employees
Year Founded: 1959

What We Do

Generac is a leading energy technology company committed to powering a smarter world. Our purpose is to lead the evolution to a more resilient, efficient, and sustainable world through our backup and prime power systems. As a company, we are committed to sustainable, cleaner energy products poised to revolutionize the 21st century electrical grid. Founded in 1959, Generac introduced the first affordable backup generator and later created the category of automatic home standby generators. Generac’s people contribute to the company’s growth and success by living our corporate values everyday - integrity, innovation, agility, teamwork, and excellence. We foster a culture that supports diversity, equity, inclusivity, and good corporate citizenship, globally. If you're interested in powering your future with Generac, visit www.generac.com/about-us/careers to find a position that fits your career goals and celebrated talents. #PoweringPossibilities #ThePowerOfGenerac

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