Senior M&A Financial Analyst

Posted Yesterday
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Hiring Remotely in Tampa, FL, USA
In-Office or Remote
Senior level
Artificial Intelligence • Enterprise Web • Software
The Role
Conduct financial analysis, valuation, due diligence, risk assessment, and post-acquisition analysis for software-focused M&A transactions. Evaluate SaaS metrics, customer cohorts, P&L, balance sheets, working capital, and accounting data; build pro forma statements and financial models; support integration and investor reporting; and supervise analysts while collaborating with executives and cross-functional teams.
Summary Generated by Built In

This is a remote position.

We are seeking a Senior M&A Financial Analyst to join our Diligence team for acquisition and post-acquisition analysis. Reporting to Investment Managers and indirectly to Embrace's CEO, this role is pivotal, offering high growth and visibility. It involves collaboration with acquired companies' CEOs and CFOs. Responsibilities include assessing, analyzing, and executing software-focused M&A deals, emphasizing software-specific KPIs, financial metrics, cohort analysis, P&L proficiency, bank reconciliation, and accounting expertise.

Responsibilities

  • Perform financial analysis, due diligence, and risk assessment for potential M&A opportunities, including financial modeling, valuation, and assessment of target companies using complex datasets.
  • Evaluate software revenue streams, user engagement metrics, and SaaS performance to analyze customer cohorts and trends.
  • Conduct comprehensive P&L, BS analysis, assess AR, AP reports, and develop proforma financial statements for acquisitions, emphasizing cost savings and revenue growth.
  • Execute bank reconciliations, evaluate accounting elements, and assess software integration complexities with a focus on cohort-specific strategies.
  • Prepare reports and presentations summarizing due diligence findings for effective communication.
  • Supervise and provide guidance and coaching in reviewing and managing the work of a team of analysts.
  • Collaborate with cross-functional teams (Accounting, operations, business development) to assess strategic fit and potential synergies in M&A transactions.
  • Monitor ongoing M&A transactions, oversee post-acquisition integration activities, and monitor performance.
  • Contribute to refining financial models, tools, and templates to improve the accuracy and efficiency of financial analysis.
  • Prepare Periodic investor reporting.
  • Participate in ad-hoc projects as required.

Requirements
  • Bachelor’s degree in Finance, Accounting, Business, or related field; MBA or CFA is a plus.
  • Minimum of 4 years of experience in financial analysis and M&A within a dynamic business environment.
  • Strong proficiency in financial modeling, valuation techniques, due diligence processes, cohort analysis, bank reconciliation, and accounting principles.
  • Exceptional analytical and problem-solving skills with a keen attention to detail and accuracy.
  • Outstanding communication and presentation skills, demonstrating the ability to convey complex financial information to non-financial stakeholders.
  • Proven ability to collaborate effectively in cross-functional teams, excelling in multitasking within a fast-paced and dynamic environment.

Benefits
  • Competitive salary, structured based on the Indian working hours.
  • Comprehensive training and mentorship programs for skill and knowledge enhancement.
  • Opportunities for career advancement and professional development.
  • Experience collaborating with a diverse, global team within a remote work setting.


Skills Required

  • Bachelor's degree in Finance, Accounting, Business, or a related field
  • Minimum 4 years of experience in financial analysis and M&A
  • Proficiency in financial modeling and valuation techniques
  • Experience with due diligence processes
  • Experience with cohort analysis
  • Experience with bank reconciliation and accounting principles
  • Exceptional analytical and problem-solving skills with strong attention to detail
  • Strong communication and presentation skills
  • Ability to collaborate effectively in cross-functional teams and multitask in a fast-paced environment
  • MBA or CFA
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The Company
HQ: Tampa, FL
113 Employees
Year Founded: 2021

What We Do

Embrace Software Inc. acquires, invests in, and builds niche vertical software businesses serving industry-specific markets. The company applies enterprise technology, capital, and operational expertise to strengthen mission-critical SaaS products, while increasingly embedding artificial intelligence across its portfolio. Its business groups span industrial, education, finance, healthcare, government, and legal technology, supporting acquired companies and their customers across multiple global markets through long-term ownership and shared services.

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