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13 days
Not Specified
Not Specified
$27.83/hr - $48.30/hr (Estimated)
<p>Job Summary:</p> <p>The Trucordia Mergers & Acquisitions team is seeking a Data Analyst that will play a key role in supporting the evaluation, analysis, and execution of merger and acquisition opportunities. This position involves conducting financial modeling, due diligence, market research, and supporting the deal lifecycle from sourcing to close. The ideal candidate will possess strong analytical skills, a deep understanding of financial statements, and a proactive mindset. This is a high-visibility role within the organization's strategic growth team.</p> <p>Duties and Responsibilities:</p> <ul> <li>Build and maintain detailed financial models to assess acquisition targets and forecast deal outcomes. </li><li>Conduct industry and market research to support investment theses and identify potential opportunities. </li><li>Assist in the preparation of presentations and materials for internal and external stakeholders. </li><li>Support the end-to-end deal process, including due diligence, valuation, and integration planning. </li><li>Analyze company financials, KPIs, and operational data to support strategic decision-making </li><li>Track and maintain pipeline reports and deal progress documentation. </li><li>Coordinate with internal departments (Legal, Finance, Operations) during due diligence. </li><li>Monitor market activity and provide updates on relevant industry trends and competitor movements. </li></ul> <p>Qualifications:</p> <ul> <li>Bachelor's degree in Finance, Accounting, Economics, or a related field. </li><li>1-3 years of experience in an analyst role within insurance, investment banking, corporate development, private equity, or a related field. </li><li>Experience with Financial and Reporting systems such as NetSuite and Adaptive preferred. </li><li>Excellent Excel and PowerPoint proficiency. </li><li>High attention to detail and ability to manage multiple projects simultaneously. </li><li>Experience with M&A transactions, due diligence, or deal execution preferred. </li></ul> <p>Benefits:</p> <ul> <li>Medical, Dental, Vision </li><li>Life Insurance and AD&D </li><li>FSA / HSA </li><li>Accident & Critical Illness </li><li>Hospital Indemnity </li><li>Pet Insurance </li><li>Employee Assistance Program (EAP) </li><li>11 Paid Holidays </li><li>Flexible PTO </li><li>401K </li></ul> <p>Location: Hybrid - 2745 W 600 N Lindon, Utah 84042</p>
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