Transaction Support Analyst

Category:
Sales and Business Development

Benchmark International is looking for an experienced and driven Financial Associate to add to our growing team. The Associate will collect, analyze, summarize, and discuss Benchmark Internationals clients most sensitive data, preparing our clients to enter the mergers & acquisitions market. Pulling key attributes from financial statements, contracts, and other corporate documents; the Financial Associate will learn how to identify risks, value businesses, and set or adjust client expectations.

The Associate will also help with various financial activities related such as deal analysis, working capital analysis, and other task needed to serve our clients.

Your experience throughout the years will be a great resource for the Benchmark team, however as an Associate, you will act under the instruction of and be trained by Benchmark Internationals experienced leadership team, with combined experience of over 40 years in the M&A markets.

• Develop and maintain client relationships by communicating effectively to ensure expectations of both buyer and seller are met.
• Gather comprehensive information about client’s business through multiple sources to ensure a thorough and accurate analysis for client promotion.
• Prepare and routinely update marketing materials (i.e., confidential information memorandums and teasers), financial statements, and business intelligence reports focusing on the company’s strengths and opportunities.
• Analyze client’s financial situation, including historical, current and expected future performance, and prepare financial statements.
• Ensure the CRM system is up to date with information about each client.
• Provide consultative guidance on accounting, financial, and valuation matters.
• Participate in proactive team efforts to achieve departmental and company goals.
• Provide leadership to others through example and sharing of knowledge/skill.
• Comply with all policies, practices, and procedures and report all unsafe activities to the supervisor.
• Perform other duties as assigned.

As an Associate, you must be a highly energetic and passionate individual with a positive and highly motivated ‘can-do’ attitude. You must have a strong desire and ambition to succeed in this rewarding industry. It is also vital for your role as an Associate that you possess excellent verbal and written communication, analytical, mathematical, and interpersonal skills as well as presentation abilities.

The Associate is a client-facing role that must be able to convey bad news and deal with clients’ unique sensitivities while keeping each client moving through the company sales process at a steady pace.

• Bachelor’s degree with a concentration or advanced degree Finance, Marketing, or Accounting or an unrelated degree with work experience in one or more of these fields.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Proficient in reviewing and interpreting financial statements (income statements, balance sheets, cash flow statements), internal financial reports, and tax filings to assess business performance and financial health.
• Advanced proficiency in Microsoft Excel, including functions, pivot tables, and data analysis tools; strong computer skills across email, word processing, databases, recordkeeping, and presentation software. Ability to handle multiple tasks simultaneously.
• Ability to handle a rigorous schedule of deadlines.
• Experienced in professional business writing preferred, including writing business plans and information memorandums.
• Prio…