ThrivePass - Corporate Development/M&A Data Analyst - Financial Services (3-5 yrs)

- At ThrivePass, we empower our clients and their employees to Thrive through the personalization of employee benefits and data-driven insights.

- We do this by delivering innovative benefits technology, actionable insights, and meaningful experiences.

- We value our employees, their contributions, and strongly believe in employee development.

- Everything we do is tied to our CARE values: Courageous, Authentic, Resourceful and Excellent.

- Performance at ThrivePass is measured by embodiment of our CARE values and the accomplishment of quarterly goals.

About the Role:

- ThrivePass is seeking a proactive and detail-oriented Data Analyst to play a pivotal role in our growth strategy.

- The ideal candidate will have 3-5 years of related experience, ideally with a background in investment banking, private equity, or corporate development.

- This role offers a unique opportunity to contribute to ThrivePass's investments in growth, including working with investors and private equity firms as well as evaluate future ThrivePass acquisitions.

Responsibilities:

- Prepare and manage the data room for prospective investors, ensuring all documentation is accurate, organized, and up to date.

- Collaborate with executive management to prepare ThrivePass for additional funding with a private equity firms, including creating detailed financial analyses, presentations, and materials.

- Support the preparation and delivery of PowerPoint presentations for executive management and external stakeholders, and potential investors.

- Oversee aspects of post-acquisition integration to ensure smooth transitions and alignment with ThrivePass's strategic objectives.

- Conduct market research and assess competitive landscapes to support M&A strategy development.

- Manage end-to-end transaction processes, including due diligence, financial assessments, and integration planning.

- Work cross-functionally with teams, including legal, finance, sales, relationship management and operations, to support transaction execution and integration.

- Assist in identifying and evaluating potential acquisition targets and conducting financial modeling and valuation analysis.

- Serve as a point of contact for external advisors, including investment bankers, consultants, and auditors.

- Develop findings and recommendations that are clearly able to be communicated to diverse audiences, including executive teams and board members.

Requirements:

- Bachelor's/ master's degree in finance, Economics, Accounting, or a related field; MBA or CFA certification is a plus.

- 3-5 years of relevant experience in investment banking, private equity, or corporate development.

- Proficiency in financial modeling, valuation techniques, and M&A analysis.

- Exceptional organizational skills and attention to detail, particularly in managing data rooms and documentation.

- Strong PowerPoint skills and experience creating presentations for executive and investor audiences.

- Excellent communication and interpersonal skills, with the ability to work collaboratively with senior leadership and cross-functional teams.

- A strategic mindset with the ability to balance immediate project demands with long-term goals