HighLevel · 20 hours ago
Business Strategy & Development Analyst
United States
Full-time
Remote
Mid Level
$81K/yr - $102K/yr
3+ years expHighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses. The Business Strategy & Development Analyst will assist in screening M&A opportunities, conduct research on companies and markets, and support financial modeling and analysis to aid leadership in decision-making.
AdvertisingCRME-Commerce PlatformsMarketing
Responsibilities
Assist in screening, prioritizing, and documenting inbound M&A opportunities
Manage NDAs and coordinate initial information requests with potential sellers
Conduct early-stage research on companies, markets, and competitive landscapes
Prepare concise deal briefs and summaries to support leadership evaluation
Coordinate communication across internal stakeholders (Finance, Legal, Comms, Product, Ops)
Track diligence requests, documentation, and timelines across multiple deals simultaneously
Keep process documentation and opportunity trackers updated and organized
Ensure all stakeholders have visibility into deal status, dependencies, and outstanding items
Support financial modeling by gathering data, maintaining assumptions, and building components with guidance
Analyze revenue, margins, KPIs, and financial statements to evaluate opportunities
Assist in valuation work, scenario analysis, and comparative deal assessments in partnership with Finance
Support transaction execution tasks, including documentation, communications, and timeline tracking
Assist in drafting internal memos, diligence summaries, and presentation materials
Provide structured support on risk, compliance, and process-related tasks as you gain experience
Qualification
Required
3 - 5 years of experience in finance, accounting, consulting, FP&A, corporate development, investment banking, or similar analytical roles
Strong foundational understanding of accounting, financial statements, and core finance concepts
Experience contributing to financial models and an eagerness to grow deeper modeling expertise
Strong research skills and an ability to turn unstructured data into clear insights
Excellent written and verbal communication, especially in summarizing complex concepts
High attention to detail, disciplined organization, and consistent follow-through
Ability to manage multiple workstreams simultaneously with reliability and structure
Comfort operating in an ambiguous, fast-paced environment with evolving priorities
A collaborative mindset and willingness to work cross-functionally with diverse teams
Company
HighLevel
HighLevel is a marketing and advertising platform that captures message leads via voicemail, SMS, emails, FB messenger, and more.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$60MKey Investors
General AtlanticPeakequity
2024-04-11Private Equity
2021-11-04Private Equity· $60M
Leadership Team
Varun Vairavan
Co-Founder
Joyce Boss
Chief Financial Officer
Recent News
bloomberglaw.com
2025-12-10
EIN Presswire
2025-12-02
2025-11-28
Company data provided by crunchbase