Support M&A sales teams by digitizing documents, entering financial information, arranging meetings and improving administrative processes.
About this role
Prepare company summaries used by prospective buyers to evaluate M&A targets. Work with CPAs and consultants on 50–100-page PowerPoint documents covering the seller’s business, organization, property and finances, usually over two weeks to a month per project.
Research markets and companies, analyze data in Excel, build slides and interview business owners to refine the content. Incorporate team feedback, proofread and check quality. Also support other departmental documents and standardize internal formats.
Required skills include logical thinking, documentation, basic financial-statement knowledge, PowerPoint and Excel reporting. Applicants need one of these backgrounds: analyst or research work, business analysis at a financial institution, audit/accounting/tax assistance, or business planning and numerical management in corporate planning.
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