Transaction Support Analyst - Tampa, Florida

Benchmark International is looking for an experienced and driven Transaction Support Analyst to add to our growing team. The Analyst will collect, analyze, summarize, and discuss Benchmark Internationals clients most sensitive data, preparing our clients to enter the mergers & ac ...

Job description

Benchmark International is looking for an experienced and driven Transaction Support Analyst to add to our growing team. The Analyst will collect, analyze, summarize, and discuss Benchmark Internationals clients most sensitive data, preparing our clients to enter the mergers & acquisitions market. Pulling key attributes from financial statements, contracts, and other corporate documents; the Transaction Support Analyst will learn how to identify risks, value businesses, and set or adjust client expectations. The Analyst will also help with various financial activities related such as deal analysis, working capital analysis, and other task needed to serve our clients.

Job Responsibilities

Your experience throughout the years will be a great resource for the Benchmark team, however as an Analyst, you will act under the instruction of and be trained by Benchmark Internationals experienced leadership team, with combined experience of over 40 years in the M&A markets.

Your specific duties will include

• Develop and maintain client relationships by communicating effectively to ensure expectations of both buyer and seller are met.
• Gather comprehensive information about client's business through multiple sources to ensure a thorough and accurate analysis for client promotion.
• Prepare and routinely update marketing materials (i.e., confidential information memorandums and teasers), financial statements, and business intelligence reports focusing on the company's strengths and opportunities.
• Analyze client's financial situation, including historical, current and expected future performance, and prepare financial statements.
• Ensure the CRM system is up to date with information about each client.
• Provide consultative guidance on accounting, financial, and valuation matters.
• Participate in proactive team efforts to achieve departmental and company goals.
• Provide leadership to others through example and sharing of knowledge/skill.
• Comply with all policies, practices, and procedures and report all unsafe activities to the supervisor.
• Perform other duties as assigned.

Job Requirements

As an Analyst, you must be a highly energetic and passionate individual with a positive and highly motivated 'can-do' attitude. You must have a strong desire and ambition to succeed in this rewarding industry. It is also vital for your role as an Analyst that you possess excellent verbal and written communication, analytical, mathematical, and interpersonal skills as well as presentation abilities.

The Analyst is a client-facing role that must be able to convey bad news and deal with clients' unique sensitivities while keeping each client moving through the company sales process at a steady pace.

Specific qualifications include

• Bachelor's degree with a concentration or advanced degree Finance, Marketing, or Accounting or an unrelated degree with work experience in one or more of these fields.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Proficient in reviewing and interpreting financial statements (income statements, balance sheets, cash flow statements), internal financial reports, and tax filings to assess business performance and financial health.
• Advanced proficiency in Microsoft Excel, including functions, pivot tables, and data analysis tools; strong computer skills across email, word processing, databases, recordkeeping, and presentation software. Ability to handle multiple tasks simultaneously.
• Ability to handle a rigorous schedule of deadlines.
• Experienced in professional business writing preferred, including writing business plans and information memorandums.
• Prioritization and organization skills.
• Commercial understanding and awareness of business and operations in various industries.
• No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodies.
• Ability to obtain a Florida real-estate sales associate license within 90 days of employment.
• Must be available to work onsite Monday through Friday. This is a full-time, in-office position and is not remote or hybrid.
• Professional business attire is required.

Salary

This position offers a base salary in the range of $55,000 to $65,000 per year, with the opportunity to earn an additional end-of-year bonus based on team performance. 

Benefits

All Benchmark International positions offer paid time off, standard holidays, and community service days. Employees are eligible for highly competitive company subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending accounts; and flexible dependent care assistance accounts. Quarterly team outings and standing desks are employee favorites at present.

Social Responsibility

Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees as a result of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community.

About Benchmark International

Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv, and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service.

Specializing in the sale of mid-market companies, our transaction teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers—whether local or international—through a combination of proprietary databases, deep market insight, and strategic outreach.

We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story.

Join us—and be part of the next generation of leaders redefining M&A excellence.

Unfortunately, Benchmark International is not in a position to sponsor work visas for candidates at this time.

Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.