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HighLevel, Inc. is an all-in-one marketing and sales platform whose tools and services are designed to help businesses grow. Established in 2018, the company’
Business Strategy and Development Analyst
Location
United States
Posted
142 days ago
Salary
$81K - $102K / year
Seniority
Senior
Job Description
Business Strategy and Development Analyst
HighLevel, Inc.
• Assist in screening, prioritizing, and documenting inbound M&A opportunities. • Manage NDAs and coordinate initial information requests with potential sellers. • Conduct early-stage research on companies, markets, and competitive landscapes. • Prepare concise deal briefs and summaries to support leadership evaluation. • Coordinate communication across internal stakeholders (Finance, Legal, Comms, Product, Ops). • Track diligence requests, documentation, and timelines across multiple deals simultaneously. • Keep process documentation and opportunity trackers updated and organized. • Ensure all stakeholders have visibility into deal status, dependencies, and outstanding items. • Support financial modeling by gathering data, maintaining assumptions, and building components with guidance. • Analyze revenue, margins, KPIs, and financial statements to evaluate opportunities. • Assist in valuation work, scenario analysis, and comparative deal assessments in partnership with Finance. • Support transaction execution tasks, including documentation, communications, and timeline tracking. • Assist in drafting internal memos, diligence summaries, and presentation materials. • Provide structured support on risk, compliance, and process-related tasks as you gain experience.
Job Requirements
- 3 - 5 years of experience in finance, accounting, consulting, FP&A, corporate development, investment banking, or similar analytical roles.
- Strong foundational understanding of accounting, financial statements, and core finance concepts.
- Experience contributing to financial models and an eagerness to grow deeper modeling expertise.
- Strong research skills and an ability to turn unstructured data into clear insights.
- Excellent written and verbal communication, especially in summarizing complex concepts.
- High attention to detail, disciplined organization, and consistent follow-through.
- Ability to manage multiple workstreams simultaneously with reliability and structure.
- Comfort operating in an ambiguous, fast-paced environment with evolving priorities.
- A collaborative mindset and willingness to work cross-functionally with diverse teams.
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