Financial Planning & Analysis - M&A / Corporate Finance

State

New York, NY

Specialism

Financial Planning and Analysis Manager, Private Equity

Our client is a dynamic and fast-growing investment group. As part of their continued expansion and growth strategy, they are looking for an experienced and highly motivated FP&A professional with a strong focus on M&A to join their finance team. This is an exciting opportunity for an individual who is passionate about strategic financial analysis, and deal execution to contribute to key corporate decisions.

Key Responsibilities:

  • Lead the financial analysis for potential M&A opportunities, including financial modeling, valuation, due diligence, and assessing synergies and risks.
  • Prepare comprehensive financial models to evaluate strategic options and assess their impact on the company’s financial position.
  • Provide financial analysis and insights to senior leadership regarding M&A activity and corporate finance decisions.
  • Integrate M&A transactions into financial forecasts and budgets, ensure alignment with overall business goals and financial targets.
  • Monitor market conditions and trends to assess the potential impact on M&A strategies, providing actionable insights to optimize financial performance.
  • Work closely with senior executives, legal teams, investment bankers, and external advisors to support transaction structuring, negotiation, and execution.
  • Assist with the financial aspects of post-transaction integration and ensure alignment with financial and strategic objectives.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA designation preferred.
  • Minimum of 6-10 years of experience in FP&A, corporate finance, investment banking, or M&A-related roles.
  • Strong experience in M&A financial modeling and valuation.
  • Advanced proficiency in Excel for financial modeling and scenario analysis; experience with financial modeling software and tools (e.g., Bloomberg, FactSet) is a plus.

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