Job Description

Job Description

We're looking for a highly-motivated and detail-oriented M&A Financial Analyst to join the strategic finance team for a growing, forward-thinking tech-enabled insurance brokerage. This role is integral to supporting the private equity-style acquisition rollup strategy. The ideal candidate will have a strong foundation in accounting and financial planning, coupled with demonstrated project management capabilities. This person will lead key aspects of the M&A lifecycle, from target evaluation and due diligence through post-close integration and financial reporting.

The Business Model:

We're building a modern, acquisition-driven insurance services company focused exclusively on small and mid-sized business clients (10–99 lives). Our advantage lies in our blend of AI-powered technology and human expertise, enabling a seamless, omnichannel experience for SMB clients and their employees. We’re acquiring independent agencies and investing in their teams, giving producers and servicing staff the tools to thrive.

Compensation, Benefits, Location:

• 100% employer-paid healthcare
• Base salary DOE $100,000-$140,000 annually + annual bonus
• Reports to the VP of Finance
• Unlimited PTO
• Schedule flexibility, onsite 4-5 days/week in Des Moines
• Beautiful, central office location in Brickell area of Miami

Key Responsibilities:

• Evaluate potential acquisition targets through detailed financial due diligence.
• Lead cross-functional due diligence processes in coordination with Operations, Marketing, HR, Legal, and Compliance teams.
• Build and maintain valuation models including DCF (Discounted Cash Flow), comparables, and precedent transactions.
• Prepare financial summaries, pro forma financials, and forward-looking projections to support business cases and Board approval memos.
• Partner with legal counsel on SPA (Sale and Purchase Agreement) financial terms, including working capital adjustments, earnouts, and rep & warranty items.
• Prepare and execute pre-close compliance checklists.
• Collaborate with sellers and financial institutions on lien resolution and NOA (Net Operating Assets) targets.
• Support or lead the booking of opening balance sheets and ensure accurate purchase accounting aligned with ASC 805.
• Execute balance sheet walks, cut-off procedures, and tie out sources & uses schedules.
• Monitor and reconcile working capital or NOA targets post-close.
• Design and implement integration plans for acquired entities, including system migrations, process harmonization, and month-end close procedures.
• Track post-close performance KPIs and support synergy realization tracking.
• Document and help improve M&A playbooks and standard operating procedures.
• Coordinate seamless hand-offs to controllership and consolidated reporting teams post-integration.

Required Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field.
• Demonstrated project management experience (e.g., leading audits or cross-functional initiatives).
• Strong analytical and critical thinking skills.
• Advanced Excel and financial modeling proficiency.
• Excellent written and verbal communication skills with executive presence.
• Ability to work in a fast-paced, collaborative team environment.

Preferred Qualifications:

• CPA designation or progress toward certification.
• Experience in financial due diligence, valuation, and purchase price accounting.
• Familiarity with ERP systems and integration efforts (e.g., NetSuite, Oracle, SAP).
• Prior involvement in M&A transactions or private equity portfolio companies.
• Experience with data visualization tools such as Power BI or Tableau.
• Exposure to FP&A processes including budgeting and forecasting.
• Experience with Applied Epic software.
• Experience leveraging AI tools or platforms to enhance financial analysis, automation, or decision-making processes.

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