Benchmark International · 11 hours ago
Transaction Support Analyst
Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners. The Transaction Support Analyst will collect, analyze, and summarize financial data, preparing clients for the mergers and acquisitions market while ensuring effective communication and relationship management.
Financial Services
Responsibilities
Develop and maintain client relationships by communicating effectively to ensure expectations of both buyer and seller are met
Gather comprehensive information about client’s business through multiple sources to ensure a thorough and accurate analysis for client promotion
Prepare and routinely update marketing materials (i.e., confidential information memorandums and teasers), financial statements, and business intelligence reports focusing on the company’s strengths and opportunities
Analyze client’s financial situation, including historical, current and expected future performance, and prepare financial statements
Ensure the CRM system is up to date with information about each client
Provide consultative guidance on accounting, financial, and valuation matters
Participate in proactive team efforts to achieve departmental and company goals
Provide leadership to others through example and sharing of knowledge/skill
Comply with all policies, practices, and procedures and report all unsafe activities to the supervisor
Perform other duties as assigned
Qualification
Required
Bachelor's degree with a concentration or advanced degree Finance, Marketing, or Accounting or an unrelated degree with work experience in one or more of these fields
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Proficient in reviewing and interpreting financial statements (income statements, balance sheets, cash flow statements), internal financial reports, and tax filings to assess business performance and financial health
Advanced proficiency in Microsoft Excel, including functions, pivot tables, and data analysis tools
Strong computer skills across email, word processing, databases, recordkeeping, and presentation software
Ability to handle multiple tasks simultaneously
Ability to handle a rigorous schedule of deadlines
Prioritization and organization skills
Commercial understanding and awareness of business and operations in various industries
Possess valid current driver license
No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodies
Ability to obtain a Tennessee real-estate sales associate license within 90 days of employment
Availability for occasional travel
You must be able to work full-time in the office Monday - Friday as this is not a remote or hybrid position
Professional dress attire is required
Preferred
Experienced in professional business writing preferred, including writing business plans and information memorandums
Benefits
Paid time off
Standard holidays
Community service days
Highly competitive company subsidized medical, dental, vision, and AD&D insurance
401k with company matching
Flexible spending accounts
Flexible dependent care assistance accounts
Quarterly team outings
Standing desks
Company
Benchmark International
Benchmark International is one of the most powerful M&A firms.
Funding
Current Stage
Growth StageRecent News
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