Mergers and Acquisitions Analyst

POSITION SUMMARY

The M&A Analyst will support the origination, structuring, negotiation and execution of acquisitions, and investments for Cardone Ventures. In this role, the M&A Analyst will work with the FP&A and Partnership team to support potential acquisition and investment opportunities

ABOUT CARDONE VENTURES

Our mission is to help business owners achieve their personal, professional, and goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, accountable, transparent, disciplined, aligned, and results-oriented. This company operates nationally and is growing by the day.

OBJECTIVES

• Develop detailed financial models for M&A transactions
• Participate in all aspects of due diligence activities for additional context on active deals
• Assist with the preparation of investment memoranda and presentations for the executive team
• Conduct research and analysis to screen and qualify potential M&A opportunities
• Assist with the development of broader strategic initiatives and investment strategies
• Identify and drive process improvements, including the creation of standard and Ad Hoc reports, tools and Excel dashboards
• Normalize and develop financial systems to increase efficiency in reporting
• Aggregate past results, perform variance analysis, identify trends and make recommendations for improvements
• Provide financial evaluation of opportunities

COMPETENCIES

• Strong fluency with Excel formulas and functions
• Ability to gather and skillfully analyze financial data and identify the information needed to solve a problem effectively
• Strong understanding of financial models, budgets and financial reporting packages
• Demonstrated ability and experience developing and managing complex financial models
• Team-oriented with excellent interpersonal skills and ability to develop collaborative relationships across the organization
• Driven, self-starter with a passion for excellence
• Ability to work with project management software (e.g.,Asana) and G-Suite (Slides and Docs)
• Ability to identify inefficiencies in financial reporting and propose a potential solution
• Strong understanding of how to perform variance analysis
• Strong aptitude for interpreting financial statements

EDUCATION AND EXPERIENCE

• Bachelor’s Degree in Finance, Accounting, Business or related field, or equivalent work experience
• 2-4 years of M&A in investment banking, private equity, corporate development, corporate finance, or management consulting experience

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.

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If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers @cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.