Financial Analyst, Mergers and Acquisitions

Job Description:

Summary

The Financial Analyst – Mergers and Acquisitions (M&A) will support our corporate growth initiatives through strategic transactions. Responsible for evaluating potential acquisition targets, conducting financial modeling, performing due diligence, and supporting the deal execution process from start to finish.

Primary Duties

Financial Modeling & Valuation:

• Build and maintain detailed financial models (DCF, comparable company, precedent transactions, accretion/dilution analysis).

• Analyze financial statements and key performance indicators to assess deal attractiveness.

M&A Strategy & Market Analysis:

• Conduct industry and market research to identify trends and potential acquisition targets.

• Monitor competitors and market activity to inform M&A strategy.

Due Diligence:

• Support cross-functional due diligence efforts, including financial, legal, tax, and operational reviews.

• Coordinate with internal and external stakeholders (executive leadership, legal, consultants, investment bankers).

Deal Execution:

• Assist in the preparation of investment memos, presentations, and other materials for executive leadership and board approval.

• Support negotiations and integration planning.

Post-Merger Integration Support:

• Collaborate with integration teams to ensure successful execution of post-deal synergies and performance tracking.

Job Requirements

Education and Experience Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA is a plus).

• 5 years of experience in M&A, investment banking, corporate development, or financial consulting.

• Strong understanding of valuation techniques, financial modeling, and accounting principles.

• Proficiency in Excel, PowerPoint, and financial analysis tools (e.g., FactSet).

• Excellent analytical, communication, and project management skills.

• Ability to manage multiple priorities in a fast-paced, high-stakes environment.

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Preferred Skills Required:

• Experience in the manufacturing sector.  HVAC industry experience a plus.

• Familiarity with ERP (SAP) and CRM systems.

• Experience working on cross-border M&A transactions.

Essential Mental and Physical Functions:

• Ability to sit for long periods of time.

• Ability to process, analyze, problem solve, plan and manage projects and deliverables.

• Ability to develop relationships and communicate effectively.

• Visual, auditory, and computer usage skills.

Work Environment:

• Work is primarily performed in a climate-controlled office environment.

• Occasional travel may be required.

Disclaimer:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at a time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time.  The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodation may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.