We're looking for a highly-motivated and detail-oriented M&A Financial Analyst to join the strategic finance team for a growing, forward-thinking tech-enabled insurance brokerage. This role is integral to supporting the private equity-style acquisition rollup strategy. The ideal candidate will have a strong foundation in accounting and financial planning, coupled with demonstrated project management capabilities. This person will lead key aspects of the M&A lifecycle, from target evaluation and due diligence through post-close integration and financial reporting.
The Business Model:
We're building a modern, acquisition-driven insurance services company focused exclusively on small and mid-sized business clients (10–99 lives). Our advantage lies in our blend of AI-powered technology and human expertise, enabling a seamless, omnichannel experience for SMB clients and their employees. We’re acquiring independent agencies and investing in their teams, giving producers and servicing staff the tools to thrive.
Compensation, Benefits, Location:
Key Responsibilities:
Required Qualifications:
Preferred Qualifications:
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