Corporate Development Analyst

SUMMARY:

Allworth Financial is looking for a talented Corporate Development Analyst for its Corporate Development team.

The primary responsibility of the position is to support acquisition growth through financial analysis and modeling, valuation, due diligence, and integration activities within the Corporate Development (Mergers & Acquisitions) team.

DUTIES AND RESPONSIBILITIES:

• Review diligence data for potential businesses and prepare valuation analyses through the building of proforma P&Ls, including evaluating any open items required to complete analyses
• Prepare transaction due diligence packages for Board approval of the transaction
• Develop presentation material and other key transaction-related documentation, such as Letters of Intent and Purchase Agreement disclosures, to support corporate development activities
• Manage due diligence data room to ensure timely review of documents provided by potential partners
• Monitor and report to senior leadership on the status of corporate development opportunities being pursued
• Document key processes and support the buildout of the corporate development (acquisitions) playbook
• Streamline existing processes and improve the efficiency of the business through simplifying processes and leveraging technology to eliminate manual work
• Perform ad-hoc financial and operational analysis and reports as required

QUALIFICATIONS:

• Bachelor’s Degree in Finance, Business, or related field required
• 2 years of professional experience in Corporate Development (M&A), Strategic Finance, Consulting, Operations, Investment Banking, or similar environment working as a data analyst or a financial analyst
• Experience working with private equity-backed firms a plus
• Process-oriented and highly organized, with excellent attention to detail
• Strong analytical and critical thinking skills
• Excellent verbal and writing communication skills
• Excellent interpersonal and organization skills
• Advanced Excel and PowerPoint skills
• Strong team collaboration skills
• Ability to own complete accountability for designated tasks