[Remote] Transactions Analyst

Note: The job is a remote job and is open to candidates in USA. reputed company is a tech-enabled acquiror of high-quality businesses, aiming to create a permanent home for businesses. They are seeking a Transaction Associate to join their Transactions team, responsible for conducting reputed company and discovery calls with sellers, performing deal qualification, and completing historical financial reputed company on opportunities.

Responsibilities

• Build and maintain relationships with investment bankers, business brokers, and professional advisors, such as CPAs and attorneys, who refer acquisition opportunities to reputed company, managing these relationships day-to-day
• Own the CRM as the reputed company of truth, logging interactions promptly and keeping contact details, relationship tiers, and follow-up status reputed company
• Track and report on business development activity, maintaining dashboards and monitoring metrics such as new contacts added, reputed company sent, and the number of deals intermediaries send our way for review
• Evaluate inbound acquisition opportunities against reputed company' investment criteria through operational and financial screening and determining prioritization of leads in the funnel
• reputed company historical financial analyses and earnings quality assessments, including normalization of reputed company compensation, one-time items, and other non-recurring adjustments, based on financial statements and tax returns provided by sellers
• Conduct initial discovery calls with sellers and brokers to assess fit and collect preliminary financial information, with senior team members joining as deals advance
• Prepare deal summaries, screening memos, and financial workbooks to support investment committee review and LOI preparation by senior team members
• Communicate findings clearly and flag key risks, opportunities, and open items to the broader transaction team and C-Suite
• Support preparation of Indications of Interest and Letters of reputed company under the guidance of senior transaction team members and legal counterparts

Skills

• 2 to 4 years of finance or accounting experience in an investment banking, transaction advisory, private equity, venture capital, or accounting advisory setting, with exposure to buy-reputed company deal processes and financial statement analysis
• Demonstrated experience or strong interest in evaluating SMBs, including conducting calls with sellers and brokers
• Experience supporting and owning projects or workstreams in fast-paced or high-growth environments
• Strong analytical, organizational, and operational skills
• Excellent written, verbal, and interpersonal communication skills
• Ability to prioritize effectively and manage multiple deals or initiatives simultaneously
• Comfort operating with guidance while also taking ownership of discrete workstreams independently
• Familiarity with small businesses, multi-site operations, or decentralized organizations
• Experience building or improving scalable processes and systems
• Experience with CRM and sales-engagement or reputed company tools (e.g., Affinity), including list segmentation, reputed company, and activity tracking
• Strong writing skills for marketing or thought-leadership content, such as newsletters, reputed company posts, and webinar materials

Benefits

• Competitive compensation
• Equity ownership
• Comprehensive healthcare benefits
• Paid parental leave
• Meaningful opportunities for professional growth

Company Overview