Why US:
- Headquarters is in Charlotte, NC
- Recently expanded to nearshore
- isolved ranked for SMB Payroll in 2023 Sapient Report
- Voted top places to work in USA 2023
Job Description
The M&A Analyst will be a key member of the team, tasked with supporting the identification and prioritization of strategic initiatives, helping to shape strategy, and identifying areas of M&A focus. This role involves assisting the Vice President of Corporate Development in refining and executing the processes and analytical framework for analyzing M&A opportunities. The Analyst will research the high-priority strategic markets, support the sourcing of proprietary opportunities by identifying and initiating outreach to founders and business owners, partner in M&A execution pre- & post-close, and perform critical financial modeling and ad-hoc analyses.
Core Job Duties
- Support sourcing efforts by identifying potential acquisition targets and assisting in outreach to and initial interactions with founders, owners, and executives
- Partner with and support cross-functional efforts in all phases of M&A execution, including due diligence, business case creation, financial modeling, and providing input for integration planning
- Assist cross-functional efforts to analyze potential capital market activities as they relate to M&A or strategic investments
- Perform ad hoc analyses and sophisticated financial modeling (operational, acquisition, growth models, and pro forma financials) as needed to support decision-making
- Manage the M&A pipeline by maintaining tracking tools and documenting evaluation criteria for potential targets
- Other duties as assigned
Minimum Qualifications
- Experience with customer, partner and vendor due diligence software systems (RFP 360 preferred)
- Understanding of asset and stock corporate transactions
- Experience working with insurance products, including bonds, E&O, cyber and crime policies
- Experience negotiating information exchanges with potential and actual counterparties
- Strong Power BI and Microsoft Excel skills
- Very strong organization skills and excellent communication skills
- 3 -5 years' experience in risk management and compliance testing, audit and assurance.
About isolved
isolved is an employee experience leader, providing intuitive, people-first Human Capital Management technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.
EEO Statement
isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.
Disability Accommodation
Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.
In adherence to relevant pay transparency legislation and regulations, we endeavor to offer clarity regarding our compensation methodology for this position. While specific pay ranges are presently under review to ensure alignment with competitive market standards, we will furnish this information upon finalization.
At our organization, individual compensation structures are established through a consistent and equitable process, taking into account various pertinent factors. These factors encompass geographic location, job-specific competencies, educational attainment, professional certifications, and pertinent experience. This structured approach enables us to align our total rewards package competitively with each employee's qualifications, duties, and contributions to our collective success.
An employee's comprehensive compensation package comprises diverse components, such as base salary, performance-linked bonuses or commissions, long-term incentives like equity grants, and an extensive benefits portfolio. Should you advance as a finalist candidate, you will have the opportunity to explore our overarching compensation philosophy, practices, and how your unique background informs an appropriate compensation proposition.
Our commitment lies in fostering a fair, impartial, and transparent compensation framework throughout our workforce. All compensation determinations are aimed at justly acknowledging and rewarding the value, qualifications, and significant contributions that our employees bring to their roles and to the company's achievements. We welcome your inquiries about our principles of pay equity, accompanying analyses, and associated procedures throughout the recruitment process.
