M&A Financial Analyst

Join the Stone Ridge Insurance Brokers Team!A division of SIB Corp.

We are always looking for amazing people to join the team!

Stone Ridge Insurance Brokers is seeking an experienced M&A Financial Analyst who excels at analyzing acquisition opportunities, preparing financial models and valuations, and coordinating with stakeholders throughout the transaction lifecycle. You’ll play a key role in supporting due diligence and deal execution, translating complex financial information into actionable insights and recommendations, and building strong relationships with acquisition partners, all within a collaborative culture that values professional growth and continuous learning.

• Prepare financial models and valuations to assess acquisition opportunities and support investment decisions, including normalization adjustments and synergy analysis.
• Support deal execution by preparing NDAs, letters of intent, and financial analyses while coordinating the flow of information throughout the acquisition process.
• Conduct financial due diligence by analyzing target company information, identifying key risks and opportunities, and communicating findings to support acquisition recommendations.
• Oversee the collection, organization, and distribution of documents to ensure effective collaboration between internal teams, external advisors, and acquisition targets.
• Partner with Legal, Operations, IT, Finance, Integration, and external advisors by providing financial information and responding to questions throughout the transaction lifecycle.
• Build strong relationships with acquisition targets by coordinating information requests, communicating transaction requirements, and serving as a trusted point of contact throughout the deal process.
• Prepare and present executive presentations and ad hoc financial analyses to support strategic initiatives, business development activities, and acquisition decision-making.

• Advanced financial modelling and valuation skills, with strong proficiency in Excel.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Excellent attention to detail and accuracy when preparing financial models, calculations, and presentations.
• Exceptional verbal and written communication skills, with confidence interacting with business owners, internal teams, and external stakeholders.
• Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs in a fast-paced environment.
• A proactive and collaborative approach, including keeping stakeholders informed and communicating workload concerns when needed.
• Professionalism and sound judgment when handling confidential financial and business information.

• Bachelor’s degree in commerce or business, with a focus on finance or accounting.
• Two to three years of experience in corporate finance, mergers and acquisitions, corporate development, or a similar transaction-focused environment.
• Progress toward a CPA or CFA designation is considered an asset.
• Experience preparing financial models, valuations, and financial analyses.
• Understanding of the M&A lifecycle and overall transaction process.
• Experience working in the insurance industry is an asset.

• One-on-one mentorship and team guidance.
• Engaging, collaborative work environment.
• Paid time off, retirement plans, and comprehensive group benefits.
• Tuition reimbursement and ongoing professional development.

Stone Ridge Insurance Brokers provides Rock Solid Protection and quality service to clients across Canada. Our inclusive culture, supported by top Canadian carriers, encourages growth, collaboration, and continuous learning.

* We are an equal opportunity employer that values a diverse workforce of creative minds. Don’t check all boxes - apply anyway!

** Please note that the successful candidate must pass a criminal record check upon receiving their employment offer.

*** Only successful applicants that the hiring leaders are interested in interviewing will be contacted directly.

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