Discretion Capital · 2 days ago
Senior Analyst- M&A Advisory
United States
Full-time
Remote
Mid, Senior Level
3+ years expDiscretion Capital is a technology-enabled M&A advisory firm specializing in sell-side transactions for B2B SaaS companies. They are seeking a Senior Analyst to work on high-stakes transactions, managing financial workstreams and providing client advisory in the M&A process.
Banking
Responsibilities
Manage financial workstreams across 3-5 active M&A mandates simultaneously
Guide pre-diligence analysis to identify and resolve accounting issues before going to market
Build comprehensive financial models and valuation analyses for CIMs and buyer presentations
Assist buy-side due diligence processes, working directly with QoE teams
Analyze and present cohort-based revenue analytics, retention metrics, and unit economics
Calculate and normalize key SaaS metrics: ARR, Retention, CAC, LTV, etc
Build scenario models to help founders understand the impact of different growth strategies on valuation
Work directly with founder/CEOs to optimize financial presentation ahead of transactions
Help clients tell their financial story compellingly to sophisticated buyers
Advise on accounting policy decisions that impact deal perception and valuation
Qualification
Required
3-5 years of experience in Transaction Advisory, Quality of Earnings, or Deal Advisory at a Big 4 or national accounting firm
Strong technical accounting skills with deep understanding of GAAP, revenue recognition, and financial statement analysis
Proven experience managing multiple concurrent engagements under tight deadlines
Advanced Excel/Google Sheets modeling capabilities
Bachelor's degree in Accounting or Finance (CPA preferred but not required)
Preferred
Experience working on sell-side M&A transactions, ideally B2B SaaS-related deals
Familiarity with SaaS metrics and subscription revenue accounting (ASC 606)
Understanding of how strategic and private equity buyers evaluate software businesses
Entrepreneurial mindset and comfort with ambiguity (we're a small, high-growth firm)
Excellent client-facing communication skills with ability to explain complex financial concepts simply
Detail-oriented with strong judgment about what matters in deal contexts
Intellectual curiosity about technology businesses and M&A markets
Self-starter who can operate independently and manage workflow without constant oversight
Benefits
Competitive base salary
Performance-based bonus tied to company success
Flexible PTO policy and 100% Remote Work
Professional development budget for conferences and training
Company
Discretion Capital
Discretion Capital is a technology-enabled Mergers and Acquisitions (M&A) advisory firm that specializes in assisting Business-to-Business (B2B) Software as a Service (SaaS) enterprises generating annual revenues ranging from $2m-$25m ARR.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Scott Yewell
Partner
Company data provided by crunchbase