Home › Companies › 063DB4FBD8C40892E6B2141B93C50070 › Senior Analyst, Mergers and Acquisitions
Senior Analyst, Mergers and Acquisitions
063DB4FBD8C40892E6B2141B93C50070 · INSURICA Corporate - Oklahoma City, OK 73118; 5100 North Classen, Oklahoma City, OK, 73118, USA · Remote · Active · $90,000–$125,000 / year · Paycom ATS
Job facts
| Field | Value |
|---|---|
| Company | 063DB4FBD8C40892E6B2141B93C50070 |
| Title | Senior Analyst, Mergers and Acquisitions |
| Normalized title | - |
| Department / team | Accounting |
| Location | Oklahoma City, OK, United States |
| Work model | Remote / Remote |
| Employment type | Full Time |
| Salary | $90,000–$125,000 / year |
| Status | active |
| ATS provider | Paycom ATS |
| Posted / first seen | 2026-06-02 / 2026-06-03 |
| Changed / last seen | 2026-06-03 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from 063DB4FBD8C40892E6B2141B93C50070. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Paycom ATS. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Oklahoma City. | Open |
| Department jobs | Active postings in Accounting. | Open |
| Work model jobs | Active Remote postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | 063DB4FBD8C40892E6B2141B93C50070 |
| Source | d5c1ca37-cdc9-4410-b269-82441410c913 |
| ATS provider | Paycom ATS |
Description
Description
Job Summary
The Senior Analyst – Mergers and Acquisitions will support the agency’s acquisition strategy by assisting with financial due diligence and coordinating financial integration activities for newly acquired businesses.
Working closely with Corporate Accounting, Operational Accounting, and Operational leadership to ensure newly acquired partners are successfully integrated into the company’s financial reporting structure, the Senior Analyst – Mergers and Acquisitions will follow acquisitions from the initial diligence phase, through post-closing integration, and throughout the earnout period (typically 1–3 years).
Job Functions
Assist with financial diligence for prospective acquisitions; collect and analyze financial information from target companies, including revenue, expenses, customer mix, and variable compensation structures; identify areas requiring additional diligence or clarification
Prepare summary schedules of historical financial performance; support the preparation of internal diligence summaries for leadership
Serve as the finance point of contact for newly acquired businesses following closing; coordinate post-close integration activities across finance, accounting, and operational teams
Collaborate with sellers and internal accounting teams to align financial reporting and data structures; assist with mapping financial data to the company’s reporting format
Assist with system migrations to satisfy operational and financial requirements post conversion; track integration milestones and ensure required financial information is delivered on time
Develop and effectively maintain a “Purchase Accounting Workbook” detailing the review/notation of accounting-related legal purchase documents, for review/approval of the Financial Accounting Manager
Coordinate monthly reporting for newly acquired businesses during the integration period; collaborate with segment accounting teams to ensure acquisition financial results are incorporated into company reporting
Assist with reconciliation of historical financial data and integration adjustments
Develop and maintain integration checklists and acquisition tracking tools, ensuring accuracy; monitor multiple acquisitions simultaneously and track the status of diligence and integration activities
Ensure documentation and financial records related to acquisitions are properly organized and maintained
Expectation for the use of AI/Technology as an ongoing resource in the performance of essential job functions, ensuring overall efficiency
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Additional Responsibilities
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
Qualifications
Job Requirements
4 – 6 years of previous accounting, financial analysis, or transaction advisory experience preferred
2 – 4 years of previous acquisition diligence or post-merger integration experience preferred
2 – 4 years of previous transaction advisory experience preferred
Previous insurance brokerage, financial services, operations management, or other acquisitive industries preferred
Bachelor’s degree in Accounting, Finance, Business, or related field preferred
Knowledge, Skills, and Abilities
Highly organized and analytical, with a strong attention to detail
Strong project management/project-based skills
Ability to work collaboratively and effectively with acquired entities
Ability to learn, adapt, and work within acquired agency systems
Strong financial analysis skills, with the ability to manage multiple projects and deadlines simultaneously
Ability to effectively and consistently utilize AI/assistive technology in the performance of job duties
Ability to travel, approximately 2 to 3 visits per acquisition, or more as needed, as well as to the OKC/Austin offices for required meetings and team building (if working remotely)
Excellent PC skills, with a focus on the Microsoft Suite of products (Excel, Word, Outlook, Teams, etc.) and the ability to effectively utilize agency management systems
Strong leadership skills, with the ability to influence others
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Work Conditions
Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds, occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment
Full job record
| Job ID | 45b3836660f2736123ae3a4ce770ff452fc507ab |
| Org ID | ae93338d-cc5f-4d45-80ac-d3f19d18e6a4 |
| Source ID | d5c1ca37-cdc9-4410-b269-82441410c913 |
| Board ID | d5c1ca37-cdc9-4410-b269-82441410c913 |
| Provider | paycom |
| Provider Job Key | 508518 |
| Title | Senior Analyst, Mergers and Acquisitions |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | INSURICA Corporate - Oklahoma City, OK 73118; 5100 North Classen, Oklahoma City, OK, 73118, USA |
| Department | Accounting |
| Team | — |
| Employment Type | full_time |
| Workplace Type | remote |
| Remote Policy | remote |
| Country | United States |
| Region | OK |
| City | Oklahoma City |
| Salary Raw | $90,000.00 - $125,000.00 Salary |
| Salary Min | 90,000 |
| Salary Max | 125,000 |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=508518&clientkey=063DB4FBD8C40892E6B2141B93C50070 |
| Apply URL | https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=508518&clientkey=063DB4FBD8C40892E6B2141B93C50070 |
| First Seen At | 2026-06-03 10:07:16Z |
| Last Seen At | 2026-06-06 09:56:57Z |
| Last Checked At | 2026-06-06 09:56:57Z |
| Last Changed At | 2026-06-03 10:07:16Z |
| Inactive At | — |
| Source Posted At | 2026-06-02 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=paycom/board=063DB4FBD8C40892E6B2141B93C50070/date=2026-06-06/2026-06-06T09-56-55-627Z-d4393b427abfc40f47e069651578ad86f4a98ab9402476df71aede2dee305d26.json |
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impairment\\r\\n\\r\\n\",\"industry\":\"Accounting \",\"validThrough\":\"-0001-11-30\",\"workHours\":\"Day\",\"educationRequirements\":\"4 Year Degree\"}",
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"qualifications": "<p style=\"margin-bottom:11px;\"><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b><u>Job Requirements </u></b></span></span></span></p>\r\n\r\n<ul>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">4 – 6 years of previous accounting, financial analysis, or transaction advisory experience preferred</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">2 – 4 years of previous acquisition diligence or post-merger integration experience preferred</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">2 – 4 years of previous transaction advisory experience preferred</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Previous insurance brokerage, financial services, operations management, or other acquisitive industries preferred</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Bachelor’s degree in Accounting, Finance, Business, or related field preferred</span></span></li>\r\n</ul>\r\n\r\n<p style=\"margin-bottom:11px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:115%;\"><b><u>Knowledge, Skills, and Abilities </u></b></span></span></span></p>\r\n\r\n<ul>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Highly organized and analytical, with a strong attention to detail</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Strong project management/project-based skills</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to work collaboratively and effectively with acquired entities</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to learn, adapt, and work within acquired agency systems</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Strong financial analysis skills, with the ability to manage multiple projects and deadlines simultaneously</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to effectively and consistently utilize AI/assistive technology in the performance of job duties</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to travel, approximately 2 to 3 visits per acquisition, or more as needed, as well as to the OKC/Austin offices for required meetings and team building (if working remotely) </span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Excellent PC skills, with a focus on the Microsoft Suite of products (Excel, Word, Outlook, Teams, etc.) and the ability to effectively utilize agency management systems</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Strong leadership skills, with the ability to influence others</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Ability to work within a fast-paced, changing priority environment</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Self-motivated, with the initiative to prioritize and be self-directed </span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Regular and punctual attendance is required</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to communicate effectively, both verbally and in writing</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality</span></span></li>\r\n</ul>\r\n\r\n<p style=\"margin-bottom:11px;\"><b style=\"font-size:16px;font-family:Arial, Helvetica, sans-serif;\"><u>Work Conditions </u></b></p>\r\n\r\n<ul>\r\n\t<li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:115%;\">Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently</span></span></span></li>\r\n\t<li style=\"margin-left:32px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:115%;\">Ability to lift up to 20 pounds, occasionally</span></span></span></li>\r\n\t<li style=\"margin-left:32px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:115%;\">Requires operation of a computer workstation, including keyboard and video display </span></span></span></li>\r\n\t<li style=\"margin-left:32px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:115%;\"><i>All requirements may be modified to reasonably accommodate physical or mental impairment</i></span></span></span></li>\r\n</ul>\r\n",
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"jobTitle": "Senior Analyst, Mergers and Acquisitions",
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"locations": "INSURICA Corporate - Oklahoma City, OK 73118",
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"description": "Job Summary\r\n\r\nThe Senior Analyst – Mergers and Acquisitions will support the agency’s acquisition strategy by assisting with financial due diligence ...",
"positionType": "Full Time"
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