Transactions Analyst

Teamshares

Transaction Associate managing outreach and deal qualifications at Teamshares, facilitating acquisitions of small and medium businesses. Conducting financial analyses and supporting senior team members in the deal process.

Posted 6/16/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Conduct active, ongoing outreach and discovery calls with sellers and M&A advisors
Perform deal qualification and complete historical financial underwriting on opportunities
Develop and maintain relationships with lower middle market bankers, business brokers, and professional advisors
Run structured outreach to stay top of mind with potential acquisition opportunities
Prepare deal summaries, screening memos, and financial workbooks for investment committee review
Communicate findings clearly and flag key risks, opportunities, and open items to the broader transaction team and C-Suite

Requirements

What you’ll need

2 to 4 years of finance or accounting experience in an investment banking, transaction advisory, private equity, venture capital, or accounting advisory setting, with exposure to buy-side deal processes and financial statement analysis.
Demonstrated experience or strong interest in evaluating SMBs, including conducting calls with sellers and brokers.
Experience supporting and owning projects or workstreams in fast-paced or high-growth environments.
Strong analytical, organizational, and operational skills.
Excellent written, verbal, and interpersonal communication skills.
Ability to prioritize effectively and manage multiple deals or initiatives simultaneously.
Comfort operating with guidance while also taking ownership of discrete workstreams independently.

Benefits

Comp & perks

Competitive compensation
Equity ownership
Comprehensive healthcare benefits
Paid parental leave
Meaningful opportunities for professional growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial underwritingdeal qualificationfinancial statement analysisproject management

Soft Skills

analytical skillsorganizational skillsoperational skillswritten communicationverbal communicationinterpersonal communicationprioritizationownership