M&A Associate: Deal Execution & Financial Modeling
Union Square Advisors
Union Square Advisors is seeking an Associate in San Francisco to support mergers & acquisitions and other financial advisory services. You will build complex financial models, assist in due diligence, and help prepare client presentations under senior banker guidance. Ideal candidates have at least 3 years in Capital Markets or investment banking, with strong Excel/PowerPoint skills and a commitment to a long-term advisory career at a leading technology-focused bank. #J-18808-Ljbffr Union Square Advisors
$85.1k - $161.7k
...currently seeking a Senior Associate to join our... ...strategic planning, financial planning and analysis... ...consulting and financial modeling. The ideal Senior Associate... ...due diligence, and executing both M&A transactions and... ...develop investment values; deal analysis associated...FinancialFull timeWork experience placementInternshipLocal area- ...to join our growing team in September 2027. As part of a lean deal team, you will play a critical role across the entire lifecycle... ..., performing analyses, and building sophisticated financial models. You will interface directly with business owners, investment...Financial
- ...investment bank partnering with founder-led technology companies, seeks an Associate to lead deal execution and manage client relationships. You will oversee analysts to deliver high-quality work and drive M&A and capital raising initiatives from start to finish. The ideal...Suggested
$101k - $203k
...ResponsibilitiesExecutes and reviews complex financial analyses and models in support of strategic... ...planning, investment, and deal decisions.Analyzes current... ...for management and executive audiences.Coordinates... ...hire as an experienced associate.RSM will consider for...FinancialFull timeWork experience placementInternshipLocal area$205k - $235k
...Overview EY-Parthenon's Strategy and Execution Deal Finance (M&A) practice works on the most complex and... ...transaction strategy, operating model, org design, synergies, TSAs, etc. In... ...budgeting, order‑to‑cash, procure‑to‑pay, financial systems) and significant management...FinancialWork experience placementWork at officeFlexible hours- ...Analyst in the San Francisco area. The role requires building financial models, conducting industry research, and preparing client... ...This fast-paced position offers opportunities for hands-on deal execution and strategic advisory, set in a hybrid work environment featuring...Financial
$112.1k - $225.5k
...supporting clients with financial planning, forecasting,... ...integrated financial models, including operating,... ...structure initiatives through deal analysis and financial... ..., and materials for executive, board, and management... ...as an experienced associate.RSM will consider for...FinancialFull timeWork experience placementInternshipLocal area- ...Healthcare M&A Investment Banking Associate Locations: Chicago, Illinois I... ...Francisco, California Work Model: Onsite Job Type:... ...experience, deep M&A execution expertise, advanced financial analysis capabilities,... ...paced, transaction-driven deal execution platform....FinancialFull time
- ...in San Francisco is looking for an Associate 2 to join their Business & Tech-... ...team. This role involves managing M&A advisory transactions, preparing financial analyses, and mentoring junior team... ...investment banking background, advanced modeling skills, and relevant licenses. The...Financial
- ...San Francisco seeks first-year associates for the Consumer and... ...forward, gaining exposure to deal teams and senior bankers. The... ...extensive deal experience across M&A and private capital advisory,... ...a trusted advisor. #J-18808-Ljbffr PNC Financial Services Group, Inc.Financial
- ...undergraduate students graduating in Spring 2028. This program provides deep domain expertise in M&A and capital raising within the technology sector. Interns will perform complex financial analyses, collaborate with teams on live projects, and pitch client opportunities....FinancialSummer workSummer internship
$175k
...seeks to hire first-year associates to join the Consumer... ...investment banking: M&A and private capital advisory... ..., valuation, and financial modeling expertise over time. AI... ...relationships across deal teams and firm colleagues... ...and C‑suite settings. Execution Excellence - Deliver...FinancialTemporary workWork experience placementWork at officeImmediate startWorldwide- ...Energy Group in San Francisco, CA seeks an Associate to lead business development and... ...energy storage projects. You will build financial models, perform market analyses, and manage... ...reports for senior leadership, support deal execution, and collaborate cross‑functionally to...Financial
$168k - $207k
...managing compilation of our financial statements, looking... ...You will: Support the Deal Lifecycle: Partner... ...complex fleet partnership models, ensuring all underlying... ...Collaborate with FP&A to execute the post-deal... ...structured partnerships, M&A, and unique restructuring...FinancialFull timeTemporary workRemote work- ...Stations is looking for an Investment Associate in San Francisco to manage the investment execution process from sourcing to close. The role requires strong financial modeling skills and experience in... ...across teams to ensure successful deal execution. A competitive salary...Financial
- ...drive strategic growth through M&A and investments in data... ...infrastructure. The Corporate Development Associate will play a key role in end-... ...to build business cases and execute deals. The role requires 4-5 years in M&A, strong financial modeling and valuation skills, and the...Financial
- JSS in San Francisco seeks an Investment Associate to join the Investment Team, contributing to credit analysis, financial statement review, scenario modeling, and deal execution. You will underwrite opportunities using collateral-specific analyses, review loan tapes, and...Financial
- ...2-4 year investment professional with Private Equity or M&A advisory experience to help evaluate proposals, perform due diligence, and build financial models. The role emphasizes market research, deal execution, and close collaboration with senior teams to drive portfolio...Financial
$140k - $185k
Deal Execution Manager - Career Launch AI Talent Network Location... ...typically associated with managing the execution... ...closing. The role blends financial analysis, project... ...end-to-end execution of M&A, investment, and strategic... ...tools; financial modeling experience is a plus Strong...Financial- BMO Financial Group in San Francisco region is seeking a finance professional to support capital markets initiatives, build complex financial models, and deliver client-focused analyses. You will collaborate with deal teams, prepare pitch materials, and contribute to strategic...Financial
- ...premier global partnership, seeks an MBA-credentialed analyst to execute in-depth analyses supporting business development,... ...investment banking products and services. You will perform financial modeling, valuation, due diligence, and collaborate with client staff...Financial
- Santander is seeking an Associate in Investment Banking Coverage to build on Analyst fundamentals with greater deal execution and client interaction. You will participate in training while taking a more active role in financial analysis and presentations. The role emphasizes...Financial
$300k - $385k
Head of Revenue Accounting - Deal Desk & Technical Accounting Anthropic... ...approval policy and its execution: define the accounting... ...decision‑makers can act on. Lead financial reporting and disclosure.... ...support new products, pricing models, and go‑to‑market motions, and...FinancialContract workVisa sponsorship- Fairygodboss is seeking an Associate for their Healthcare Investment... ..., you will be pivotal in executing business strategies, leading... ...strategic client meetings and financial analyses, working closely... ...experience, excellent financial modeling skills, and a strong...Financial
$99k - $232k
...& SummaryThe OpportunityAs a Deals - Capital Markets Accounting... ...guidance on technical accounting, financial reporting, transaction... ...successful planning, budgeting, and execution- Analyzing and identifying... ...skills in financial modeling and GAAP financial reporting...FinancialFull timeH1b$155k - $410k
...OpportunityAs a Director in Deals - Capital Markets Accounting... ...guidance on technical accounting, financial reporting, transaction... ...multiple projects while maintaining executive-level client relations. You... ...skills to enhance financial modeling and reporting processes- Coordinating...FinancialFull timeH1b- .... You will support senior professionals in client development, originate, structure, and execute debt, equity, and M&A transactions. The role involves extensive financial modeling, industry research, and preparing materials for client meetings while coordinating across...Financial
- ...constituents. A role as a Relationship Executive is for you. As a Relationship Executive... ...Investment Banking, Debt Capital Markets, Financial Sponsors Group, Transaction Development... ...knowledge of Insurance Services business model Seven plus years direct lending or credit...FinancialLocal area
- ...Equity) to join our team in San Francisco. You will assist in evaluating and executing private equity investments in the blockchain space, conducting due diligence, building financial models, and performing market research. The role emphasizes rigorous analysis, portfolio...FinancialFull time
$77k - $202k
...AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business... ...Demonstrating proficiency in financial statement analysis and modeling- Utilizing analytical thinking to interpret complex...FinancialFull timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to M&A Associate: Deal Execution & Financial Modeling. Be the first to apply!
- acquisition analyst San Francisco, CA
- acquisition specialist San Francisco, CA
- m&a analyst San Francisco, CA
- m&a associate San Francisco, CA
- mergers and acquisitions analyst San Francisco, CA
- citizens financial group San Francisco, CA
- financial clearance San Francisco, CA
- financial executive San Francisco, CA
- financial recruiter San Francisco, CA
- emergent financial group San Francisco, CA

