Mergers and Acquisitions Business Development Senior Analyst

Job Description

Job DescriptionConnectPay provides comprehensive payroll and HR solutions specifically designed for small and medium-sized businesses. Our mission is to simplify payroll processes while ensuring full compliance with tax regulations, enabling our clients to focus on growing their businesses.

At ConnectPay, we pride ourselves on combining cutting-edge technology with a personalized, human-first approach. We understand that every business is unique, so we tailor our services—including payroll processing, tax compliance, and HR support—to meet the specific needs of our clients.

We believe that our employees are our most valuable asset. By fostering a culture of innovation, collaboration, and professional growth, we empower our team to deliver exceptional service and create meaningful daily impact for our clients.

Job Summary
ConnectPay is seeking a motivated, detail-oriented Analyst to support the company’s acquisition program. This role supports sourcing, pipeline management, and deal execution—including CRM hygiene, prospecting, financial analysis, and diligence coordination—in a fast-paced environment.

Key Responsibilities

• Prospecting & Business Development Support

• Research and identify acquisition targets aligned to ConnectPay’s strategy.
• Execute top-of-funnel outreach (calls, email, LinkedIn) and coordinate meetings with qualified prospects.
• Conduct discovery calls using internal frameworks; capture notes, assess fit, and document next steps.
• Guide prospects through intake and required document collection.

• Financial Analysis & Diligence Support
• Build and maintain Excel models to analyze historical performance and forecast key drivers.
• Run scenario and sensitivity analysis (including “what needs to be true” cases) and summarize implications.
• Support diligence by requesting, organizing, and tracking key target-company data and materials.
• CRM & Data Management
• Maintain accurate CRM records (contacts, activity notes, deal stage, and next steps) for targets and partners.
• Produce regular pipeline reports and dashboards; track outreach metrics and conversion rates

• Operational Support & Technology Enablement
• Evaluate emerging tools (e.g., AI applications, prospecting tech, automation platforms) to improve team efficiency.
• Organize shared files and ensure clean version control across M&A documentation.

Qualifications:

• 5+ years of progressive experience in financial services business development.
• Strong Excel skills (modeling, analysis, and clean presentation of outputs).
• Highly organized, detail-oriented, and able to manage multiple priorities with follow-through.
• Strong written and verbal communication; professional, client-ready demeanor.
• Eagerness to learn and a self-starter with a strong work ethic and commitment to continuous improvement.
• Ability to handle multiple tasks and deadlines with poise and follow-through

CP Payroll believes in fair and equitable pay. A reasonable estimate of this role’s hiring base salary range is $80,000 - 95,000. The actual salary will depend on a variety of factors, including but not limited to a candidate’s education, training, experience, location, and internal equity. In addition to base salary, all CP Payroll team members receive equity and participate in either an annual bonus plan, based on company and individual performance, or a role-based sales incentive plan.

This role is eligible for an annual bonus with a target of 5% of base salary, based on company and individual performance.

At CP Payroll, we are proud to offer a comprehensive team member benefits package, including 401(k) with company contributions, group medical, dental, and vision coverage, life insurance, short and long-term disability insurance, and flexible spending accounts.

CP Payroll is an equal opportunity employer. We are committed to a work environment free from discrimination and harassment. All employment decisions are made without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, or any other protected characteristic under applicable law.

Powered by JazzHR

PKJdQ4e9zK