Senior Analyst, Mergers and Acquisitions

Job Summary

The 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 Functions

• Assist 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 clarification
• Prepare summary schedules of historical financial performance; support the preparation of internal diligence summaries for leadership
• Serve as the finance point of contact for newly acquired businesses following closing; coordinate post-close integration activities across finance, accounting, and operational teams
• Collaborate with sellers and internal accounting teams to align financial reporting and data structures; assist with mapping financial data to the company’s reporting format
• Assist with system migrations to satisfy operational and financial requirements post conversion; track integration milestones and ensure required financial information is delivered on time
• Develop and effectively maintain a “Purchase Accounting Workbook” detailing the review/notation of accounting-related legal purchase documents, for review/approval of the Financial Accounting Manager
• Coordinate monthly reporting for newly acquired businesses during the integration period; collaborate with segment accounting teams to ensure acquisition financial results are incorporated into company reporting
• Assist with reconciliation of historical financial data and integration adjustments
• Develop and maintain integration checklists and acquisition tracking tools, ensuring accuracy; monitor multiple acquisitions simultaneously and track the status of diligence and integration activities
• Ensure documentation and financial records related to acquisitions are properly organized and maintained
• Expectation for the use of AI/Technology as an ongoing resource in the performance of essential job functions, ensuring overall efficiency
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Additional Responsibilities

This 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.

• 4 – 6 years of previous accounting, financial analysis, or transaction advisory experience preferred
• 2 – 4 years of previous acquisition diligence or post-merger integration experience preferred
• 2 – 4 years of previous transaction advisory experience preferred
• Previous insurance brokerage, financial services, operations management, or other acquisitive industries preferred
• Bachelor’s degree in Accounting, Finance, Business, or related field preferred

Knowledge, Skills, and Abilities

• Highly organized and analytical, with a strong attention to detail
• Strong project management/project-based skills
• Ability to work collaboratively and effectively with acquired entities
• Ability to learn, adapt, and work within acquired agency systems
• Strong financial analysis skills, with the ability to manage multiple projects and deadlines simultaneously
• Ability to effectively and consistently utilize AI/assistive technology in the performance of job duties
• Ability 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 systems
• Strong leadership skills, with the ability to influence others
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Work Conditions

• Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds, occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment