M&A Finance Analyst - (HR31077DM)

Job Title: M&A Finance Analyst
Location: Remote (CST Time Zone)
Salary Range: up to 3000 USD

Work Schedule: Monday - Friday, 9:00 AM to 5:00 PM (CST)

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Discover a world of career possibilities with Sagan.

Position Overview:

Were seeking a Mergers & Acquisitions (M&A) Finance Analyst to enhance lender relations and empower clients. This role is critical in preparing detailed financial models and buyer-side Confidential Information Memorandums (CIMs) to pitch deals to SBA banks.

This position reports directly to the General Manager of Operations and involves market research, financial analysis, and deal structuring. While prior SBA experience is a plus, comprehensive training is provided.

Key Responsibilities:

• Credit Deck & Financial Model Preparation: Create lender-ready credit decks that present the financial narrative and acquisition potential.
• Client Support: Act as a financial guide, offering structured advice to clients and banks.
• Deal Structuring: Design transaction structures to maximize SBA approval.
• Market Research & Industry Analysis: Conduct and present market research findings, including white papers.
• Communication & Presentation: Engage with internal and external stakeholders via video calls (Zoom, Teams, Google Meet).

Qualifications:

• Education: Bachelor's degree in finance, accounting, business, or related field (MBA is a plus).
• Experience: 1-2 years in banking, finance, or a related sector.

Technical Skills:

• Strong proficiency in Microsoft Excel and financial modeling (including LBO scenarios).
• Analytical mindset with high attention to detail.

Soft Skills:

• Fluent English communication (verbal and written).
• Strong interpersonal skills and ability to work with clients.

Bonus & Compensation:

Performance-Based Bonuses:

• Bonuses for deals that convert into financing proposals.
• Additional bonuses for financing proposals that turn into loan approvals.

Perks & Benefits:

• Extensive training in SBA credit underwriting.
• Clear career progression opportunities, including leadership roles.
• 30 days of vacation time prorated on start date.
• 10 US Federal Holidays.

Please note: To ensure prompt processing of your application, we kindly request that you submit your resume and an introductory video in English format.