Own roadmap and delivery for data and finance initiatives: define data architecture and workflows, enable reporting and accounting, lead acquisition integrations and data migrations, translate finance operations into scalable software, and build a clean data and financial process engine to support reporting and automation.

Manage and grow an existing employee benefits book: own client relationships, lead renewals and carrier negotiations, retain and expand accounts, and convert inbound opportunities sourced by the platform, referrals, and existing customers.

As an M&A Analyst, you will identify target agencies, develop relationships, conduct financial evaluations, and support the entire deal lifecycle.