Financial Analyst (Mergers & Acquisitions)

Responsibilities The Finance area is responsible for general accounting records and accounting system controls; preparing, distributing and analyzing financial statements and reports; controlling and processing receipts, disbursements and payroll; creating and maintaining budget controls; maintaining corporate compliance with government regulations and tax laws; accurately preparing returns; safeguarding and recordkeeping of corporate assets, determining and maintaining corporate banking relationships; conducting audits that review the adequacy and effectiveness of control systems; and making recommendations to reduce risk.


Assesses mergers and acquisitions marketplace and updates written reports quarterly.


Responsible for leading all or part of the assessment and the execution of potential investments.


Develops strategic acquisition/merger and financial models and valuation scenarios for potential transactions.


Identifies and prioritizes targeted competitor groups (peer groups) for research.


Performs, coordinates and implements due diligence for potential transactions.


Analyzes market dynamics and identifies leaders; maps into appropriate groupings.


Leads or participates in negotiations and definitive documentation.


Works with Actuarial, Finance, Investments, Legal, and other departments to ensure proper information flow.


Creates investment conclusions and related presentations for review by the appropriate committee/senior management.


Produces detailed profile reports on all qualified prospects and audit trail of prospects not meeting criteria.


Coordinates the mergers, acquisitions, and divestiture processes, including facilitating transactions, managing communications, and working with outside advisors.


Reviews and ensures mathematical accuracy of acquisition contingent payments.


Arranges introductory meetings with willing prospects.


Develops and provides due diligence checklists to be used in evaluation of targets. Assigns and follows up on assignments with senior management to ensure all areas are researched.Job Requirements
Qualifications

Ideal candidate will have at least 3 years of Merger and Aquisition experience. Insurance experience a plus but not required. MBA required. Candidate must be willing to relocate to Stevens Point, Wisconsin.

Compensation and Benefits

The starting salary can be up to $95,000 annually depending on experience and qualifications.

Sentry's excellent benefits package is designed to meet today's most important needs. Benefits for full-time Sentry Insurance employees include:


Group Health And Dental Insurance

Prescription Eyewear Plan

Group Life Insurance

401(K) Plan With Matching Funds

Retirement Plan

Paid-Time Off Or Time Away From Territory Plan

Pretax Dependent Care And Health Expense Reimbursement Accounts

Student Loan Program

Credit Union

Career Education

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