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Cardone Ventures · 2 days ago

M&A Analyst

Scottsdale, AZ

Full-time

Onsite

Entry, Mid Level

$85K/yr - $100K/yr

2+ years exp

Cardone Ventures is dedicated to helping business owners achieve their personal, professional, and financial goals through business growth. The M&A Analyst will support the origination, structuring, negotiation, and execution of acquisitions and investments, working closely with the Buy/Sell and Partnership team to identify and manage potential opportunities.

ConsultingFinanceFinancial Services

Growth Opportunities

Responsibilities

Building strong relationships across internal teams and with 10X Buy/Sell clients by effectively communicating complex financial data and strategic insights, helping to navigate negotiation processes and close deals that align with both company goals and client objectives

Contributing to deal execution for internal acquisitions and client transactions, managing due diligence, financial modeling, and report preparation with precision, ensuring all projects are completed on time and exceeding expectations

Assist in valuation exercises using comparable company analysis, precedent transactions, and discounted cash flow modeling

Support due diligence processes by gathering, organizing, and analyzing financial, legal, and operational information from target companies and clients

Maintain and manage data rooms to ensure accuracy, completeness, and timely delivery of information throughout transaction processes

Assist with the preparation of investment memoranda and presentations for the executive team

Conduct research and analysis to screen and qualify potential M&A opportunities

Assist with the development of broader internal strategic initiatives and investment strategies

Provide financial evaluation of opportunities

Work cross-departmentally with the M&A team to ensure there is full clarity and alignment of information being presented to executives

Qualification

Financial modelingDue diligenceValuation analysisExcel proficiencyFinancial reportingProject management softwareG-Suite proficiencyInterpersonal skillsAttention to detailOrganizational skillsTeam-orientedAdaptabilityWriting ability

Required

Bachelor's Degree in Finance, Accounting, Business or related field, or equivalent work experience

2-4+ years of M&A in investment banking, private equity, corporate development, corporate finance, or management consulting experience

Strong fluency with Excel formulas and functions

Strong understanding of accounting, financial models, and financial reporting packages

Strong writing ability with attention to detail, tone, and clarity to ensure deliverables meet executive and client expectations

High attention to detail with the ability to synthesize large amounts of data into clear, actionable insights

Team-oriented with excellent interpersonal skills and ability to develop collaborative relationships across the organization

Driven, self-starter with a passion for excellence

Strong organizational skills to manage multiple priorities while maintaining accuracy and completeness

Demonstrates integrity, discretion, and professionalism in handling sensitive financial information

Adaptable and eager to learn, with the ability to thrive in a dynamic, fast-paced environment

Ability to work with project management software (e.g., Asana) and G-Suite (Slides and Docs)

Strong aptitude for interpreting financial statements

Benefits

Medical, dental, and vision for FT positions and their dependents

Vacation and sick time policy that increases based on tenure with the company

Three work from home days per month (4/month during June-August)

Employee Assistance Program through Guardian

401k with up to 3% Company match

Pet Insurance through SPOT for your 10X pets!

Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both

Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services

Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program

Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing

Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission