Corporate Development Analyst

Job Description

Corporate Development Analyst | Allworth Financial

The Tone:
This is a full-time, exempt, hybrid position at Allworth Financial, with the flexibility to work in Folsom, CA or Addison, TX. Allworth Financial is a multi-billion dollar independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. The firm delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. This role is critical in supporting the firm’s continued acquisition growth through financial analysis and modeling, valuation, due diligence, and integration activities.

The TL;DR
• Role: Full Time
• Type: Exempt
• Location: Hybrid, Folsom, CA or Addison, TX
• Pay: $100,000–$110,000 yearly
• Team: Supports the Corporate Development (Mergers & Acquisitions) team
• Mission: Supports acquisition growth through financial analysis, modeling, valuation, due diligence, and integration activities.
• Tech Stack: Advanced Excel, PowerPoint, AI tools (e.g., Claude, ChatGPT)

What You’ll Actually Do
• Valuation Preparation: Review diligence data for potential acquisitions and prepare valuation analyses by building proforma P&Ls, evaluating open items to complete analyses.
• Board Presentations: Prepare transaction due diligence packages and M&A opportunity presentations for Board approval and meetings.
• Transaction Documentation: Develop presentation material and other key transaction-related documentation, such as Letters of Intent and Purchase Agreement disclosures.
• Data Room Management: Manage the diligence data room to ensure timely review of data provided by potential partners.
• Post-Merger Tracking: Support post-merger tracking to ensure deal value is realized and report on the status of corporate development opportunities to senior leadership.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Business, or a related field.
• Experience: 2+ years of professional experience in Corporate Development (M&A), Strategic Finance, Consulting, Auditing, Operations, Investment Banking, or a similar environment as a data or financial analyst.
• Skills: Strong analytical and problem-solving skills with high attention to detail, excellent verbal and writing communication skills, advanced Excel and PowerPoint skills.
• Bonus: Experience working with private equity-backed firms, familiarity with AI tools (e.g., Claude, ChatGPT).