Sr. Financial Analyst - Mergers and Acquisitions - NavSav

The Sr. Financial Analyst - M&A role provides high-quality financial analysis and advice, as well as building complex financial models using data from multiple sources and developing new evaluation tools. As well as inputting into all stages of the deal process - from initial negotiations to due diligence, contract closure and post-deal integration.

We currently have 80+ Multi-state locations and continuing to expand. We are searching for talented people who will help us shake up the insurance world and guide the NavSav of tomorrow. Our people bring ambition, passion and innovation to every dimension of our company. Every member of our team is adding to our rapid growth and bringing new perspectives to every corner of our success. If this sounds like you, we are ready for you! Apply today!

Benefits:

• Medical Insurance
• Dental and Vision Insurance
• Supplemental Benefits
• Paid Time Off (starts accruing immediately)
• 2 Annual Wellness days
• 401K with up to 4% employer match
• Paid Holidays
• Fully remote work

Key responsibilities:

• Track and support all M&A activity
• Screen and evaluate potential new investment opportunities.
• Conduct in-depth business due diligence, including qualitative and quantitative analyses and industry research.
• Draft investment memoranda and presentations.
• Draft Asset Purchase Contracts.
• Build leveraged buyout models.
• Monitor portfolio company performance, including reviewing monthly financials and assisting with quarterly valuations.
• Assist with various organizational, strategic, and operational projects.
• Present a professional image at all times to clients and vendors and maintain a positive reputation of the company.

Education and Experience:

• Bachelors degree in Finance or related discipline.
• 5+ years progressive experience in finance.
• 2+ years due diligence and underwriting

Functional Skills:

• Highly skilled in Microsoft Excel and Microsoft PowerPoint
• Inductive Reasoning - the ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
• Oral Comprehension - the ability to listen to and understand information and ideas presented through spoken words and sentences.
• Written Comprehension - the ability to read and understand information and ideas presented in writing.
• Organizational Skills
• Communication Proficiency
• Confidential - the position requires discretion, because they frequently come in contact with confidential material.
• Speaking - Talking to others to convey information effectively.
• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Problem solving - the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully.
• Critical Thinking - ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Teamwork - the position requires working well in a team environment, and able to work with a diverse group of people.
• Dependability - the individual is consistently at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance.