Senior Analyst, Mergers and Acquisitions

Job SummaryThe 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 FunctionsAssist 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 clarificationPrepare summary schedules of historical financial performance; support the preparation of internal diligence summaries for leadershipServe as the finance point of contact for newly acquired businesses following closing; coordinate post-close integration activities across finance, accounting, and operational teamsCollaborate with sellers and internal accounting teams to align financial reporting and data structures; assist with mapping financial data to the company’s reporting formatAssist with system migrations to satisfy operational and financial requirements post conversion; track integration milestones and ensure required financial information is delivered on timeDevelop and effectively maintain a “Purchase Accounting Workbook” detailing the review/notation of accounting-related legal purchase documents, for review/approval of the Financial Accounting ManagerCoordinate monthly reporting for newly acquired businesses during the integration period; collaborate with segment accounting teams to ensure acquisition financial results are incorporated into company reportingAssist with reconciliation of historical financial data and integration adjustmentsDevelop and maintain integration checklists and acquisition tracking tools, ensuring accuracy; monitor multiple acquisitions simultaneously and track the status of diligence and integration activitiesEnsure documentation and financial records related to acquisitions are properly organized and maintainedExpectation for the use of AI/Technology as an ongoing resource in the performance of essential job functions, ensuring overall efficiencyPerform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissionsParticipate in seminars and other training to maintain required licenses and for knowledge and skill developmentAdditional ResponsibilitiesThis 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 Requirements4 – 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 preferredPrevious insurance brokerage, financial services, operations management, or other acquisitive industries preferredBachelor’s degree in Accounting, Finance, Business, or related field preferredKnowledge, Skills, and AbilitiesHighly organized and analytical, with a strong attention to detailStrong project management/project-based skillsAbility to work collaboratively and effectively with acquired entitiesAbility to learn, adapt, and work within acquired agency systemsStrong financial analysis skills, with the ability to manage multiple projects and deadlines simultaneouslyAbility to effectively and consistently utilize AI/assistive technology in the performance of job dutiesAbility to travel, approximately 2 to 3 visits per acquisition, or more as needed, as well as to the OKC/Austin offices for required meetings and team building (if working remotely)Excellent PC skills, with a focus on the Microsoft Suite of products (Excel, Word, Outlook, Teams, etc.) and the ability to effectively utilize agency management systemsStrong leadership skills, with the ability to influence othersAbility to work within a fast-paced, changing priority environmentSelf-motivated, with the initiative to prioritize and be self-directedRegular and punctual attendance is requiredAbility to communicate effectively, both verbally and in writingExcellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levelsAbility to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the AgencyAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentialityWork ConditionsAbility to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequentlyAbility to lift up to 20 pounds, occasionallyRequires operation of a computer workstation, including keyboard and video displayAll requirements may be modified to reasonably accommodate physical or mental impairment #J-18808-Ljbffr INSURICA, Inc.