M&A Finance Associate Job at Robert Half (San Francisco)

GIB M&A Associate

Credit Agricole CIB is seeking an Associate I to work within its Global Investme...

Location

United States , NEW YORK

Salary:

150000.00 - 175000.00 USD / Year

Crédit Agricole

Expiration Date

Until further notice

Requirements

Excellent communication skills
Excellent analytical skills
Experience must include either executing M&A transactions
Must possess the following skills: smart, personable, strong writing, & financial modeling skills
Proficient in Excel & PowerPoint
Strong work ethic
Bachelor’s Degree in Finance or related field
Min 5 years of Investment Banking related experience, or in a transaction services team with a strong modeling exposure
Strong technical skills – Well established knowledge of financial modeling (Discounted Cash Flows, Merger Models and LBO analysis) with an ability to work independently on financial models
Good understanding of what each situation calls for in terms of financial analysis – ability to make decision on financial analysis and capacity to teach analysts to develop modeling and analytical skills

Job Responsibility

Work closely with various sectors and product teams to execute buy-side and sell-side M&A
Extensive financial modeling in preparing company-specific financial analysis and conducting valuation analysis using various methodologies
Review valuation models including comparable company analysis, precedent transaction analysis, discounted cash flow, leveraged buyout analysis, merger plans
Manage projects in a client-facing role, including liaising with clients, potential buyers, clients’ other advisors, and team members from across the bank
Participate in business and financial due diligence involving interaction with management teams, accountants, lawyers, consultants and customers
Liaise with coverage, sales and trading professionals and other product groups in preparing transactions and other ad hoc requests
Training and supervision of junior resource

Fulltime

Corporate M&A Associate

Location

United States , New York

Salary:

80.00 - 100.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

2–4 years of Corporate M&A or transactional experience
Active bar admission in any U.S. jurisdiction required
Demonstrated ability to manage deals independently and run point on multiple transactions
Strong background in commercial and corporate transactions (M&A preferred)
Excellent project management and organizational skills, with the ability to manage competing priorities and tight timelines
Experience tracking closing timelines, diligence workflows, and deal execution processes
Exposure to the healthcare industry or regulatory framework is a plus
Strong communication skills with the ability to coordinate across internal teams and stakeholders

Job Responsibility

Lead and manage simultaneous M&A transactions (6–7+ deals) from due diligence through closing
Serve as the deal quarterback, tracking timelines, managing deliverables, and ensuring successful execution across all stages
Draft, review, and negotiate purchase agreements, ancillary documents, and transaction-related materials
Coordinate cross-functionally with internal teams (legal, finance, operations) to drive deal progress
Oversee transactional workflows, including diligence tracking, issue spotting, and closing readiness
Conduct legal research related to healthcare regulations and compliance considerations
Advise stakeholders on transactional risk, structure, and regulatory implications
Collaborate with outside counsel on more complex aspects of transactions as needed

What we offer

medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

M&A Associate

An exceptional opportunity has arisen for a mid-level M&A Lawyer to join a prest...

Location

Hong Kong , Hong Kong

Salary:

100000.00 - 130000.00 HKD / Month

Randstad

Expiration Date

July 27, 2026

Requirements

Hong Kong qualified solicitor with a minimum of 3 to 5 years PQE in corporate M&A, ideally gained within a reputable international or top-tier domestic law firm
Demonstrated experience in handling cross-border M&A transactions and corporate finance matters
Excellent drafting skills with strong commercial acumen and the ability to manage transactions independently
Native or professional fluency in English and Mandarin is mandatory
Excellent academic credentials with a law degree from a recognized institution

Job Responsibility

Advising clients on complex public and private M&A, cross-border corporate finance, joint ventures, and corporate restructurings
Drafting, reviewing, and negotiating a wide range of transaction documents, including share purchase agreements, shareholders' agreements, and disclosure letters
Leading and managing the legal due diligence process, coordinating efficiently with specialist teams across multiple jurisdictions
Liaising directly with corporate clients, investment banks, regulators, and opposing counsel to drive transactions to a successful close
Assisting in the development of client relationships and actively participating in business development initiatives for the practice group

Fulltime

Gib M&A Associate I

Credit Agricole CIB is seeking an Associate I to work within its Global Investme...

Location

United States Of America , NEW YORK

Salary:

150000.00 - 175000.00 USD / Year

Crédit Agricole

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Finance or related field
Min 5 years of Investment Banking related experience, or in a transaction services team with a strong modeling exposure
Excellent communication skills
Excellent analytical skills
Experience must include either executing M&A transactions
smart, personable, strong writing, & financial modeling skills
Proficient in Excel & PowerPoint
Strong work ethic
SIE, Series 7, 63 and/or 79
English

Job Responsibility

Work closely with various sectors and product teams to execute buy-side and sell-side M&A
Extensive financial modeling in preparing company-specific financial analysis and conducting valuation analysis using various methodologies
Review valuation models including comparable company analysis, precedent transaction analysis, discounted cash flow, leveraged buyout analysis, merger plans
Manage projects in a client-facing role, including liaising with clients, potential buyers, clients' other advisors, and team members from across the bank
Participate in business and financial due diligence involving interaction with management teams, accountants, lawyers, consultants and customers
Liaise with coverage, sales and trading professionals and other product groups in preparing transactions and other ad hoc requests
Training and supervision of junior resource

Senior M&A Associate

We are seeking an accomplished Senior M&A Associate to join our growing team. Re...

Location

United Kingdom , London

Salary:

Not provided

AMCS Group

Expiration Date

Until further notice

Requirements

5–7 years’ experience in M&A or corporate finance, ideally within investment banks, boutique advisory firms, or Big 4 corporate finance teams (EY, PwC, Deloitte, KPMG)
Demonstrated track record of leading or playing a key role in successful M&A transactions, preferably in the technology or SaaS sector
Advanced financial modeling and valuation skills, with deep expertise in interpreting and analyzing financial statements
Strong project management capabilities, with the ability to manage multiple complex workstreams simultaneously
Exceptional written and verbal communication skills, including experience preparing materials for C-suite and board-level audiences
Proficiency in Microsoft Excel and PowerPoint
experience with financial databases and CRM tools is a plus
Highly organized, detail-oriented, and able to work independently in a fast-paced environment

Job Responsibility

Lead and manage end-to-end deal execution, including due diligence, financial analysis, valuation, and project management
Oversee and coordinate cross-functional teams, ensuring alignment and timely delivery of key milestones across internal stakeholders and external advisors
Originate, evaluate, and prioritize new M&A opportunities, maintaining a robust and dynamic deal pipeline
Conduct in-depth market and target research, including industry mapping, competitor benchmarking, and commercial analysis
Build and maintain relationships with investment banks, legal advisors, consultants, and other external parties
Prepare and present investment cases, board materials, and recommendations for executive decision-making
Mentor and support junior team members, fostering knowledge sharing and professional development
Contribute to post-merger integration planning and execution as required

Fulltime

M&A Integration Associate

This individual will play a key role in integration planning and execution effor...

Location

United States

Salary:

Not provided

AI Fire

Expiration Date

Until further notice

Requirements

2-5 years of project management experience or consulting
BA required in Business, Finance, Accounting or related field
Strong cross-functional collaboration skills
Excellent project management, interpersonal, written, and oral communication skills
Effective and collaborative communication skills, with the ability to customize approach for a variety of audiences
Ability to perform tasks with minimal supervision and manage tasks from start to finish
Proficiency in MS Office tools, particularly Excel and PowerPoint
This position requires 50% travel to support integrations
Successful completion of a drug test and pre-employment background screening is required

Job Responsibility

Develop integration plan and timeline in collaboration with the EVP of M&A and Integration Manager
Support several acquisition integrations implementations simultaneously
Define, track and communicate appropriate initiatives and deliverables to the broader integration team and management stakeholders
Further define and improve AI Fire's best-practice integration playbook
Create and update dashboards for internal and external updates
Communicate project priorities for key stakeholders
Collaborate with functional teams to align resources to integration plans
Prepare appropriate documentation to close out integration projects and facilitate effective hand-offs

What we offer

Competitive compensation
Pay is on a weekly cycle, every Friday
Career Advancement Opportunities
Competitive benefits, including healthcare, dental, vision, life insurance, paid time off and holidays
Company paid short and long-term disability
Immediately vested in our 401(k) company match
Full-time employees participate in our Shared Ownership Program which offers a monetary bonus aligned to the company's long-term success
Exceptional guidance and support from our managers
Collaborative culture & environment
Opportunity to work alongside some of the best talent in the fire protection industry

Fulltime

Corporate and M&A Tax Transactions Associate Director

The Corporate and M&A team has over 20 individuals focussed on delivering high q...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues arising on transactions
Demonstrable relevant transactions experience
Project and staff management experience
Ability to develop client relationships and to sell new services to existing clients
Experience of dealing with client senior management and other stakeholders such as legal advisers
Educated to degree level and/or CTA and/or ACA qualified or equivalent

Job Responsibility

Lead a variety of tax due diligence and tax structuring projects, working closely with other specialists within the firm and the transaction support team
Develop your own network of contacts internally and externally and start winning own work and cross selling
Be responsible for client take on and engagement procedures and managing risks around projects
Respond quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the transaction service provided, and maintaining regular contact with clients and internal stakeholders
Input into legal documents and forecast models
Be responsible for coaching and developing junior members of staff
Contribute to the development of certain key transaction relationships, e.g. key private equity accounts

What we offer

Health and wellness programmes
Pension plan
Private medical
Income protection plan
Holidays
Bike to work scheme

M&A and Corporate Development Associate

We are currently seeking an M&A and Corporate Development Associate to join our ...

Location

Mexico , Mexico City

Salary:

80000.00 - 100000.00 MXN / Month

NTT DATA

Expiration Date

Until further notice

Requirements

3-5 years of experience in Corporate Development (must have direct M&A experience), Investment Banking, Private Equity or Big Four Finance & Accounting (with a focus on M&A Transactions)
Advanced / Deep financial modeling and valuation skills with expectation of having significant exposure to complex transaction
Proactive, High ownership and self-driven with ability to work in high growth environment, managing multiple projects
Demonstrated analytical skills, while performing financial and business quantitative analysis, with strong attention to detail
Exceptional communication, presentation, and relationship-building skills
MBA or an advanced degree in Finance, Business, or a related field is strongly preferred
English Proficiency
Team-oriented and collaborative working style
Strong Power Point and Excel skills

Job Responsibility

Contributes to development of the M&A strategy by identifying and ideating on investment ideas/potential targets across the technology services space in North America and Asia Pacific
Lead the development of comprehensive financial models to assess investments including valuation, synergy analysis via discounted cash flow (DCF), accretion/dilution, scenario, sensitivity and ROI/IRR analysis
Day to day management of project teams across diligence process and coordinating with cross-functional internal teams (Finance, Legal, HR, IT) and external advisors (accountants, lawyers, bankers)
Develops detailed investment evaluation materials (at the executive level) in support of investment committee and board reviews
Support the development of deal pipeline by cultivating relationships with investment banks, private equity firms, and industry founders
Develop and maintain industry and competitive intelligence and market analysis to inform investment decisions and strategy

Fulltime

Select Country

M&A Finance Associate

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?