allworthfinancial

Corporate Development Analyst

Apply Now

At a Glance

Location
Dallas, Texas, United States; Folsom, California, United States
Experience
2+ years
Compensation
ces. The base salary range is $100,00-$110,000 DUTIES AND RESPONSIBILITIES:
Posted
2026-07-25T17:11:40-04:00

Key Requirements

Required Skills

ExcelPowerPoint

Domain Knowledge

  • Accounting
  • Banking
  • Finance
  • Healthcare
  • Insurance
  • Medical

Benefits & Perks

Health Insurance

lifornia associates Dental insurance with MetLife Vision insurance with VSP

Requirements

Experience working with private equity-backed firms a plus

Process-oriented and highly organized, with excellent attention to detail

Familiarity with AI tools (e.g., Claude, ChatGPT)

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates

Dental insurance with MetLife

Vision insurance with VSP

Responsibilities

Review diligence data for potential acquisitions and prepare valuation analyses through the building of proforma P&Ls, including evaluating any open items required to complete analyses

Prepare transaction due diligence packages for Board approval of the transaction

Develop presentation material and other key transaction-related documentation, such as Letters of Intent and Purchase Agreement disclosures, to support corporate development activities

Manage diligence data room to ensure timely review of data provided by potential partners

Support post-merger tracking to ensure deal value is realized

Monitor and report to senior leadership on the status of corporate development opportunities being pursued