Corporate Development Associate

Position Summary

The Associate, Corporate Development will combine strong financial and analytical skills with exceptional project management to support clients throughout the M&A and transaction process. This role will work closely with firm owners, investors and industry stakeholders to develop transaction strategies, analyze financial performance and deliver high-quality client materials. The ideal candidate is highly analytical, organized, detail-oriented and comfortable managing multiple high-priority projects in a fast-paced environment.

Key Responsibilities

Deal Execution

• Serve as a primary point of contact for clients, managing day-to-day communication and coordinating project workstreams.
• Manage multiple transaction-related projects from initiation through completion.
• Ensure deliverables are accurate, timely and aligned with client objectives.

Financial Modeling and Analysis

• Build, audit and maintain complex operational and valuation models.
• Develop financial models, including LBO, DCF and three-statement models.
• Analyze financial and operational data to support transaction strategy and decision-making.
• Identify key trends, risks and opportunities within financial data.

Due Diligence and Strategic M&A Advisory

• Analyze and interpret complex financial information and translate findings into actionable insights.
• Support quality of earnings (QofE) analysis and other financial due diligence activities.
• Develop go-to-market strategies and M&A deliverables, including teasers, confidential information memorandums (CIMs) and management presentations.
• Support clients throughout the M&A process and help develop transaction strategies.

Executive Presentations

• Prepare board- and executive-level presentations and materials.
• Translate complex financial and strategic information into clear, concise, client-ready insights.
• Present findings and recommendations to senior stakeholders as needed.

Mentorship and Team Development

• Lead by example and contribute to a collaborative, high-performance team environment.
• Provide guidance and feedback to analysts and junior team members.
• Support the professional development of junior staff.

Qualifications

• Two to five-plus years of experience in investment banking, private equity, financial advisory, corporate finance or a related field.
• Bachelor’s degree in business administration, finance, accounting or a related field required.
• Master’s degree, MBA or similar advanced degree is a plus.
• Proficiency in Microsoft Excel and PowerPoint.
• Experience with Power BI or similar data analytics tools preferred.
• Strong financial modeling skills, including experience with LBO, DCF and three-statement models.
• Exceptional organizational and project management skills, with the ability to manage multiple high-priority projects simultaneously.
• Superior verbal and written communication skills.
• Strong attention to detail and analytical problem-solving abilities.

Key Strengths

• Financial modeling and valuation
• M&A and transaction advisory
• Financial analysis and due diligence
• Strategic thinking and problem-solving
• Project and workflow management
• Executive-level communication
• Client relationship management
• Strong attention to detail
• Ability to translate complex information into actionable insights
• Leadership and mentorship
• Ability to thrive in a fast-paced, deadline-driven environment

About Aris Amplify

This search is being conducted by Aris Amplify, a Charles Aris Inc. company. We specialize in connecting top-tier talent with growth-oriented companies across the country in accounting and finance, engineering and operations, sales and marketing, and HR and executive support — all on a contingent basis. We are committed to creating meaningful connections between exceptional talent and dynamic organizations through a focused, efficient and personalized recruiting process. Learn more about our approach at charlesaris.com/aris-amplify-recruiting-services.