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 Compensation...
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $64,733 - $98,000 per year. The salary range may vary based on the specific geographic location in which the candidate resides.
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:
- Behavioral interview with Talent Acquisition
- Online talent assessment
- Hiring Manager interview
- Modeling Test
- 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.
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What We Do
ReSource Pro brings to the insurance industry tools, technology and strategic services that enable profitable growth through operations excellence. Headquartered in New York, ReSource Pro’s global service centers address client operational needs around the clock. Recognized as an industry thought leader and listed as one of Inc. 500/5000 Fastest Growing Private Companies annually since 2009, the company is renowned for its focus on innovation, service excellence and trusted partnerships, and its unique productivity platform for insurance operations. Over 5,000 ReSource Pro employees provide dedicated support to nearly 300 insurance organizations, consistently achieving a +95% client retention rate for over a decade.
