HighLevel

Business Strategy and Development Analyst

HighLevel

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $81,000 - $102,000 per year

About the role

  • Assist in screening, prioritizing, and documenting inbound M&A opportunities.
  • Manage NDAs and coordinate initial information requests with potential sellers.
  • Conduct early-stage research on companies, markets, and competitive landscapes.
  • Prepare concise deal briefs and summaries to support leadership evaluation.
  • Coordinate communication across internal stakeholders (Finance, Legal, Comms, Product, Ops).
  • Track diligence requests, documentation, and timelines across multiple deals simultaneously.
  • Keep process documentation and opportunity trackers updated and organized.
  • Ensure all stakeholders have visibility into deal status, dependencies, and outstanding items.
  • Support financial modeling by gathering data, maintaining assumptions, and building components with guidance.
  • Analyze revenue, margins, KPIs, and financial statements to evaluate opportunities.
  • Assist in valuation work, scenario analysis, and comparative deal assessments in partnership with Finance.
  • Support transaction execution tasks, including documentation, communications, and timeline tracking.
  • Assist in drafting internal memos, diligence summaries, and presentation materials.
  • Provide structured support on risk, compliance, and process-related tasks as you gain experience.

Requirements

  • 3 - 5 years of experience in finance, accounting, consulting, FP&A, corporate development, investment banking, or similar analytical roles.
  • Strong foundational understanding of accounting, financial statements, and core finance concepts.
  • Experience contributing to financial models and an eagerness to grow deeper modeling expertise.
  • Strong research skills and an ability to turn unstructured data into clear insights.
  • Excellent written and verbal communication, especially in summarizing complex concepts.
  • High attention to detail, disciplined organization, and consistent follow-through.
  • Ability to manage multiple workstreams simultaneously with reliability and structure.
  • Comfort operating in an ambiguous, fast-paced environment with evolving priorities.
  • A collaborative mindset and willingness to work cross-functionally with diverse teams.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingaccountingfinancial statementsvaluationscenario analysisKPI analysisdeal assessmentdata analysisdocumentationrisk management
Soft Skills
written communicationverbal communicationattention to detailorganizational skillsreliabilitycollaborationadaptabilityproblem-solvingtime managementanalytical thinking