[Remote] Mergers & Acquisitions Consultant - Employee Benefits
Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is a leading insurance brokerage firm dedicated to creating employee benefits solutions. The Mergers & Acquisitions Consultant will be responsible for analyzing acquisition opportunities, conducting due diligence, and collaborating with internal and external partners to assess transactional risks and manage projects.
Responsibilities
- Perform due diligence on acquisition opportunities, including, but not limited to: collecting and analyzing financial and operational reports and data, reviewing customers and contracts, and evaluating management and employees
- Lead the due diligence processes with internal and external partners and work collaboratively with internal deal and integration team and external legal, tax, and accounting firms
- Review and Analyze data to assess suitability and impact to potential acquisition for clients, including HR
- Payroll and Employee Benefits arenaflex and program structure
- Review transaction structure, status and deal timing to determine due diligence content
- Review client’s inventory in data room, and document to identify/follow-up on missing items
- Project manage and review due diligence to coordinate with other third party advisors and stakeholders for timely adjustments for purchase agreement and negotiations
- Develop and maintain library of turn-key proprietary templates and content resources for all phases including pre and post-acquisition of an M&A deal
- Prepare reports on findings from analysis and assessments of data from potential acquisition’s data room and other sources
- Respond to senior management at Alliant and Private Equity firm client questions
- Create and prepare data & reports with other deal teams within Alliant M&A practice
- Ensure all final reporting addresses open items and corrective action, to facilitate transactional risk placements, including Reps & Warranties
- Peer-review reports and analysis of other team members
- Contribute to developing and improving processes in private equity practice
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
- Present findings to Private Equity firms, as needed Skills
- Bachelor's Degree in Business, Accounting, Finance, Economics or related field or equivalent combination of education and experience
- Six (6) or more years of related work experience in employee benefits/insurance, human resources or in mergers and acquisitions
- Experience in project management
- Excellent verbal and written communication skills
- Demonstrated passion for analytics and the insights realized from processing raw information and data
- Excellent problem solving and time management skills with ability to work independently
- Ability to meet deadlines
- Ability to thrive in a fast-paced environment with multiple competing priorities
- High ability to meet deadlines
- High level of attention to detail
- Advanced in MS Word, MS Excel, and PowerPoint Benefits
- Comprehensive, high quality employee programs to meet employees’ needs now and in the future
- A very competitive financial package Company Overview
- Alliant Insurance Services is a distributor of diversified insurance products and services. It was founded in 1925, and is headquartered in Newport Beach, California, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship
- Alliant Insurance Services has a track record of offering H1B sponsorships, with 5 in 2025, 3 in 2024, 2 in 2022, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job
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