Senior Analyst, Mergers and Acquisitions

Job Summary The Senior Analyst – Mergers and Acquisitions will support the agency’s acquisition strategy by assisting with financial due diligence and coordinating financial integration activities for newly acquired businesses.

Working closely with Corporate Accounting, Operational Accounting, and Operational leadership to ensure newly acquired partners are successfully integrated into the company’s financial reporting structure, the Senior Analyst – Mergers and Acquisitions will follow acquisitions from the initial diligence phase, through post-closing integration, and throughout the earnout period (typically 1–3 years).Job Functions Assist with financial diligence for prospective acquisitions; collect and analyze financial information from target companies, including revenue, expenses, customer mix, and variable compensation structures;

identify areas requiring additional diligence or clarification

Prepare summary schedules of historical financial performance; support the preparation of internal diligence summaries for leadership

Serve as the finance point of contact for newly acquired businesses following closing; coordinate post-close integration activities across finance, accounting, and operational teams

Collaborate with sellers and internal accounting teams to align financial reporting and data structures; assist with mapping financial data to the company’s reporting format

Assist with system migrations to satisfy operational and financial requirements post conversion; track integration milestones and ensure required financial information is delivered on time Develop and effectively maintain a “Purchase Accounting Workbook” detailing the review/notation of accounting-related legal purchase documents, for review/approval of the Financial Accounting Manager Coordinate monthly reporting for newly acquired businesses during the integration period; collaborate with segment accounting teams to ensure acquisition financial results are incorporated into company reporting

Assist with reconciliation of historical financial data and integration adjustments

Develop and maintain integration checklists and acquisition tracking tools, ensuring accuracy; monitor multiple acquisitions simultaneously and track the status of diligence and integration activities

Ensure documentation and financial records related to acquisitions are properly organized and maintained

Expectation for the use of AI/Technology as an ongoing resource in the performance of essential job functions, ensuring overall efficiency

Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions

Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Additional Responsibilities This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.

Job Requirements 4 – 6 years of previous accounting, financial analysis, or transaction advisory experience preferred2 – 4 years of previous acquisition diligence or post-merger integration experience preferred2 – 4 years of previous transaction advisory experience preferred

Previous insurance brokerage, financial services, operations management, or other acquisitive industries preferred

Bachelor’s degree in Accounting, Finance, Business, or related field preferred

Knowledge, Skills, and Abilities Highly organized and analytical, with a strong attention to detail

Strong project management/project-based skills

Ability to work collaboratively and effectively with acquired entities

Ability to learn, adapt, and work within acquired agency systems

S…