Associate Corporate Development - M&A

POSITION OVERVIEW:

Reporting to: Chief Financial Officer

Navacord is a Canadian platform to benefit the independent insurance brokerage community. The company is a nationwide partnership of entrepreneurial brokers with deep roots in local business communities. It was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the entrepreneurial spirit alive.

The Associate Corporate Development will support all aspects of the Corporate Development function including modeling, management reporting, and other projects as required. The Associate Corporate Development will be working within a small and dynamic finance team, focused on the execution of medium and long-term strategic objectives as well as supporting mergers and acquisition deal discussions. The role will evolve over time with the development of the candidate and the growth of the business.

RESPONSIBILITIES:

• Prepare various reports as required by the CFO along with creating financial presentations.
• Support negotiations of deal terms and the preparation of legal documentation.
• Manage relationships with assigned profit and cost centres including supporting the leaders by developing and continually improving analyses of financial and operational performance throughout the year.
• Build and maintain financial models and valuation analyses to evaluate potential opportunities and support capital raising efforts.
• Help to develop and implement tools for tracking and reporting on the historical performance of strategic investments and their return on investment.
• Coordinate mergers and acquisition activity of key internal stakeholders in due diligence discussions including scheduling and leading deal meetings.
• Support other business initiatives requiring forward looking financial analysis.
• Prepare investment memos, presentations, and proposals for senior management, and other stakeholders.
• Work with the CFO to create an investor relations strategy and reporting framework to track KPIs for rating agencies, bankers, and investors (debt and equity).
• Screen potential deals and manage due diligence processes, including liaising with internal resources and external advisors.

REQUIREMENTS:

• Ability to build rapport and interact professionally with all levels of employees, management, shareholders and board members.
• Undergraduate Degree in Business Administration / Commerce with a specialization in Finance or Accounting.
• Advanced skills in Microsoft Excel and experience developing presentations in PowerPoint.
• Ability to perform analysis at a granular level while maintaining view of the big picture.
• Willingness and ability to operate effectively beyond one’s current spectrum of expertise or experience.
• Ability to handle multiple tasks under strict deadlines.
• Minimum 3-5 years experience in corporate finance as well as mergers and acquisitions.
• Motivated, detail-oriented and proactive team player.
• Strong written and oral communication skills; ability to effectively convey implications of financial and operating results and respond to internal and external business partners.
• CA or CPA Designation preferred.

When you join Navacord, you become part of a team of 2000+ very capable and committed employees focused on building The Great Canadian Brokerage® and will have the opportunity to work in a very entrepreneurial and fast paced team-oriented environment.

Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.