M&A Operations Specialist
Westland Insurance Voir toutes les offres
- Surrey, BC
- 71.200-89.000 $ par an
- Permanent
- Temps-plein
- An open, flexible and welcoming workplace
- Plenty of opportunities to grow and learn
- Autonomy to own your own success
- Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds
- A total rewards program that takes care of your financial, physical, and mental health
- Flexible paid Values Days to celebrate days important to you
- Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients
- Bachelor’s degree in a relevant field such as strategy, entrepreneurship, marketing, engineering, business management, finance, or project management
- Minimum 3 years’ direct experience in corporate development, B2B sales or marketing, project management, or consulting
- Highly organized and detail-oriented, with the ability to manage multiple priorities, deadlines, and concurrent projects
- Comfortable working with senior leaders, building trust, and influencing without direct authority
- Strong analytical and intermediate financial acumen, including the ability to read and summarize financial statements, understand revenue, EBITDA, profitability measures, performance metrics, and basic valuation techniques
- Highly proficient in MS365 applications, Salesforce, project management tools, and data analysis
- Strong communication skills, including the ability to prepare clear, well-structured materials and articulate complex concepts both written and verbal
- Demonstrated emotional intelligence, collaboration skills, and interpersonal effectiveness
- Own and manage the full acquisition sourcing pipeline, ensuring accurate Salesforce tracking and timely progression of all prospects
- Establish and maintain insightful reporting of sourcing activities (dashboards, activity reports, outreach tracking) and overall M&A KPIs (e.g., ROI, performance tracking, synergies tracking) for senior leadership
- Develop and maintain clear, insightful reporting and dashboards on sourcing activity and M&A KPIs for senior leadership
- Partner with the broader M&A Team and Business on formal outreach initiatives, including acquisition campaigns, development of pitch decks, and outbound communication materials
- Support M&A lifecycle objectives by assisting the Deal Team with pre-planning, business casing, documenting goals and timelines, and coordinating cross-functional tasks
- Coordinate meetings, track milestones and action items, and support execution across multiple concurrent deals
- Provide analytical, operational, reporting, and ad hoc support throughout the M&A lifecycle