DUTIES AND RESPONSIBILITIES:
Develop, update, and maintain detailed M&A transaction checklists and closing schedules to ensure all milestones are met.
Coordinate document flow between internal departments (Finance, Legal, Operations) and external parties (sellers, attorneys, accountants, and brokers).
Track deliverables and deadlines related to due diligence, closing documentation, and post-closing integration tasks.
Support preparation of deal binders (digital and hard copy) and maintain version control for executed documents.
Assist with preparing data for post-acquisition reporting, earnout tracking, and other financial summaries.
Track key post-closing obligations (e.g., earnout dates, holdback releases, and equity vesting schedules).
Support the finance team in collecting information for audits, lender compliance reports, and due diligence requests.
Assist in compiling and formatting financial reports, acquisition summaries, and performance metrics for management review.
Maintain an organized electronic filing system for M&A and financial documents, ensuring proper naming conventions, version control, and accessibility.
Support special projects related to integration, restructuring, or system migrations (e.g., accounting software transitions or shared services setup).
Oversee data organization within shared drives (e.g., OneDrive, SharePoint, or Google Drive) to ensure uniformity and compliance with internal standards.
Serve as a liaison between the CFO/VP of Finance and internal or external stakeholders to facilitate efficient communication.
QUALIFICATIONS:
Experience with financial documentation, contracts, or due diligence processes preferred.
3-5 years of progressive administrative experience with a solid work history
Experience with supporting executive management level positions in a professional environment
Proven ability to prioritize, multi-task and anticipate needs
Ability to handle and protect sensitive information in a confidential and professional manner
EDUCATION AND EXPERIENCE:
Bachelor’s Degree or some college course work highly preferred
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and document management platforms (SharePoint, Google Drive, or Dropbox).
Ability to work independently while supporting multiple executives and managing competing priorities.
Strong organizational and time management skills; ability to handle confidential financial and legal materials with discretion.
Exceptional written and verbal communication skills with attention to detail and accuracy.
