Senior business Analyst, M&A and Integration

Company: Pathways
Location: Costa Mesa
Posted on: March 25, 2025

Job Description:

About the RoleWe are a fast-growing startup in the technology installation and services space, actively pursuing strategic acquisitions to fuel our expansion. We are seeking a detail-oriented and proactive Business Analyst to support the analytics, planning, and project management efforts related to our M&A program. This individual will play a critical role in supporting financial due diligence activities and driving successful integrations.The Business Analyst will report directly to the SVP of M&A and work closely with internal teams and acquired businesses to ensure seamless integration and maximum value capture from each acquisition. This position is ideal for a professional with strong analytical skills, an understanding of the construction industry, and the ability to manage complex projects in a fast-paced environment.Key Responsibilities

• Data Analysis:
• Conduct in-depth financial, operational, and market analysis of potential acquisition targets.
• Develop and manage dashboards and reports to track M&A progress and key performance indicators (KPIs) for integration efforts.
• Analyze data from acquired businesses to identify areas of improvement and synergies post-acquisition.
• Assist in preparing financial models, including accounting diligence, forecasting, and valuation analysis.
• Support data clean up and migration from acquired businesses.
• Due Diligence Support:
• Assist in the due diligence process by gathering and synthesizing data on target companies, including financial statements, operations, and market positioning.
• Coordinate with internal and external stakeholders to ensure timely and accurate information flow during the due diligence process.
• Identify potential risks and opportunities through data analysis, highlighting key areas for management attention.
• Project Management:
• Support integration planning by creating detailed project plans, timelines, and milestones.
• Track progress against integration goals, ensuring all tasks are completed on time.
• Collaborate with internal functional area leaders (finance, operations, legal, HR) to implement integration plans, ensuring minimal disruption to acquired businesses.
• Monitor and report on the status of ongoing M&A projects, identifying potential bottlenecks or delays and suggesting solutions.
• Stakeholder Communication:
• Assist in the preparation of presentations for senior leadership, including financial summaries and integration progress and challenges.Qualifications
• Bachelor's degree in Business, Finance, Engineering, or a related field.
• 2+ years of experience in business analysis, financial analysis, or project management, preferably in M&A, consulting, or the construction industry.
• Proven ability to analyze complex data and distill it into actionable insights for leadership decision-making.
• Project management experience.
• Experience with M&A due diligence and integration processes is highly desirable.
• Startup experience a plus.
• Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, etc.).
• Experience with data visualization tools (Power BI, Tableau, etc.) a big advantage.
• Strong project management skills with experience using tools like Microsoft Planner / Project, Asana, or similar.
• Excellent communication and interpersonal skills, with the ability to work effectively with senior leadership, cross-functional teams, and external stakeholders.
• High attention to detail and organizational skills with the ability to manage multiple projects and priorities simultaneously.
• Strong analytical mindset with a problem-solving orientation.
• Ability to work independently and take initiative in a fast-paced, entrepreneurial environment.
• Ability to manage ambiguity and adapt to changing business conditions.
• A positive attitude and a willingness to learn new things.What We Offer

• Competitive salary and bonus structure.
• Medical, Vision, and Dental Insurance.
• 401K.
• Two weeks of paid time off.
• Remote flexibility.
• Opportunities for career growth and professional development in a dynamic and rapidly expanding company.
• Collaborative and inclusive work culture where your contributions are valued.Company Purpose/Mission
  • Our Mission - To enhance the human experience through smart spaces.
  • Our Vision - To be the most beloved brand in technology services.Company Values
    • Delight - We seek to go beyond satisfaction, consistently bringing magical experiences and fulfillment to those we serve.
    • Accountability - We are responsible, transparent, and committed to delivering on our promises.
    • Innovation - We consistently offer creative solutions to meet & exceed the evolving needs of our clients, franchisees, and each other.
    • Service - We have an unwavering commitment to serve our clients, franchisees, and each other to build enduring partnerships.
    • You - We put relationships first. Whether you are a client, franchisee, trade partner, or our newest team member, we value you, your unique background, experience, and perspective.Additional Information:This is a remote position.If you are a driven, results-oriented professional with a passion for the commercial construction industry and M&A, we'd love to hear from you!We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.To Apply: Please submit your resume and cover letter outlining your experience and qualifications for the role.
      #J-18808-Ljbffr

Keywords: Pathways, Costa Mesa , Senior business Analyst, M&A and Integration, Accounting, Auditing , Costa Mesa, California