Associate - Corporate Development

Associate – Corporate Development, Westchester County, NY

A leader in providing insurance, employee benefits, and retirement is looking to add an Associate to its Corporate Development/Strategy team. This role will provide exposure to all phases of acquisition analysis and due diligence.

Responsibilities:

1. Contribute to the identification of possible acquisition, merger, licensing opportunities, and strategic partnerships that are in line with the company's long-range goals
2. Execute complex financial analyses, including financial reporting, forecasting, metrics projections, modeling, and cost analysis
3. Evaluates potential acquisition targets, in support of the due diligence process.
4. Serve as a liaison with target acquisitions and internal subject matter experts to clarify due diligence requirements
5. Conduct complex revenue and expense analyses and projections, and prepare presentations on the results of research and analysis of acquisition targets
6. Evaluate projects for potential outside financing, design financial structures, and coordinate review of legal documentation

Qualifications:

1. Minimum 4 years of experience in Transaction Advisory, Corporate Development, or Financial Due Diligence
2. Bachelor’s degree in Accounting/Finance (Master’s degree preferred)
3. CPA preferred
4. Demonstrated proficiency in business case analysis and financial modeling.
5. Ability to manage multiple projects in a fast paced, team based, and time sensitive environment
6. A self-starter who will thrive in an entrepreneurial environment
7. Insurance industry experience preferred but not required

Additional Information:

1. In office policy: 4 days per week (candidates will be expected to be in-office 5 days for their first 2 – 3 months)