M&A Financial Strategy Expert

About the job

Experience: 3+ Job Type: Full-time (Contractual / Freelancing) Location: Remote (Canada, US, and Europe only) Required Skills: DCF, M&A Models, Merger Models, Transaction Modeling Join our team as a M&A Financial Strategy Expert, where you will provide critical financial modeling and strategic analysis to drive key decisions on mergers, acquisitions, and related initiatives. This role offers the opportunity to have a significant impact on high-stakes deals, leveraging your expertise in valuation, transaction structuring, and financial insight in a dynamic, fully remote environment. Key Responsibilities • Develop and evaluate sophisticated M&A models, including merger models and accretion/dilution analyses, to support deal structuring and scenario planning. • Perform comprehensive valuation analysis using DCF, trading comparables, and precedent transactions to inform negotiation strategies and investment decisions. • Analyze strategic transactions such as acquisitions, divestitures, and carve-outs, assessing financial and operational outcomes. • Review and challenge key deal assumptions, quantifying synergies, risks, and value drivers to strengthen transaction cases. • Build integrated operating models and conduct detailed transaction-related financial analysis for optimal decision-making. • Lead or support financial due diligence by dissecting business performance, operating metrics, and cost structures. • Present clear, actionable recommendations and findings through high-quality written summaries and presentations for senior stakeholders. Required Skills And Qualifications • Minimum of 3 years in investment banking, M&A advisory, corporate development, or similar transaction-heavy finance roles. • Deep expertise in merger modeling, advanced valuation methods, and financial statement analysis. • Proven experience evaluating acquisitions, strategic transactions, or other complex financial initiatives. • Strong ability to synthesize financial mechanics with broader strategic imperatives. • Exceptional Excel modeling and analytical problem-solving capabilities. • Outstanding written and verbal communication skills, with a focus on clarity and impact in high-stakes environments. • Self-motivated and disciplined to consistently deliver top-tier results in a remote work setting. Preferred Qualifications • Experience with tier 1 investment banks, elite boutiques, or high-performing corporate development teams. • Background in carve-outs, synergy analysis, or industry-specific M&A transactions. • Track record of supporting senior leadership with investment memos or strategic transaction recommendations. This is a unique opportunity for finance professionals who thrive on transaction-driven work, strategic finance, and complex modeling. As part of our team, you will enjoy the flexibility of remote work while engaging on sophisticated deals and collaborating with a high-caliber group of M&A experts.

Requirements

• M&A Modeling
• Valuation Analysis
• Transaction Structuring

Qualifications

• 3+ years in investment banking, M&A advisory

Preferred Technologies

• M&A Modeling
• Valuation Analysis
• Transaction Structuring