Acquisitions Associate

Acquisitions Associate

The Acquisitions Associate performs detailed financial analysis of due diligence materials for potential acquisitions and assists in identifying new acquisition targets. They collaborate across the acquisitions department while also taking the lead on select deals.

Job Duties

• Interprets and analyzes financial information for prospective acquisitions including income statements, cash flow statements, financial forecasts, and budgets.
• Conducts appropriate research to gather required information such as market surveys, competitive analysis, and internal metrics.
• Analyzes data and recommends specific actions based on findings.
• Utilizes available computer systems, resources, and team members to carry out analysis to support management's quest for accretive acquisitions.
• Initiates phone contact and maintains proper follow-up with assigned customers including brokers and owners or internal team members as necessary.
• Assists management with administrative tasks such as tracking and compiling information of interest.
• Prepares various reports detailing financial due diligence within the Acquisition department.
• Reviews and responds appropriately to correspondence.
• Handles confidential information and ensures the integrity of all information received and/or reviewed.
• Assists with ensuring accurate and timely follow-up on pending acquisitions.
• Completes and follows-up on specific tasks assigned from the acquisition due diligence checklist.
• Actively participates in acquisition meetings, including those of a legal matter.
• Uses internal computer systems to follow-up with pending acquisition information and ensures it is updated when information is received.
• Initiates and follows-up on leads and communicates with brokers and owners.

Requirements

• Bachelor's Degree in Business, Real Estate or related field (Required)
• 2 years in financial analysis and/or accounting experience (Required)
• Excellent written and verbal communication skills
• Excellent organizational skills
• Ability to effectively manage multiple and competing priorities in a dynamic and fast-paced environment
• Ability to work collaboratively and constructively with colleagues at all levels of the company
• High level expertise with Excel and spreadsheet skills
• Must have a valid driver's license
• Ability to travel by car or plane with overnight stays as required: 15-25%
• Critical thinking & decision-making ability