[Remote] Transactions Analyst

Note: The job is a remote job and is open to candidates in USA. Teamshares is a tech-enabled acquiror of high-quality businesses, aiming to create a permanent home for businesses. They are seeking a Transaction Associate to join their Transactions team, responsible for conducting outreach and discovery calls with sellers, performing deal qualification, and completing historical financial underwriting on opportunities.ResponsibilitiesBuild and maintain relationships with investment bankers, business brokers, and professional advisors, such as CPAs and attorneys, who refer acquisition opportunities to Teamshares, managing these relationships day-to-dayOwn the CRM as the source of truth, logging interactions promptly and keeping contact details, relationship tiers, and follow-up status currentTrack and report on business development activity, maintaining dashboards and monitoring metrics such as new contacts added, outreach sent, and the number of deals intermediaries send our way for reviewEvaluate inbound acquisition opportunities against Teamshares' investment criteria through operational and financial screening and determining prioritization of leads in the funnelPerform historical financial analyses and earnings quality assessments, including normalization of owner compensation, one-time items, and other non-recurring adjustments, based on financial statements and tax returns provided by sellersConduct initial discovery calls with sellers and brokers to assess fit and collect preliminary financial information, with senior team members joining as deals advancePrepare deal summaries, screening memos, and financial workbooks to support investment committee review and LOI preparation by senior team membersCommunicate findings clearly and flag key risks, opportunities, and open items to the broader transaction team and C-SuiteSupport preparation of Indications of Interest and Letters of Intent under the guidance of senior transaction team members and legal counterpartsSkills2 to 4 years of finance or accounting experience in an investment banking, transaction advisory, private equity, venture capital, or accounting advisory setting, with exposure to buy-side deal processes and financial statement analysisDemonstrated experience or strong interest in evaluating SMBs, including conducting calls with sellers and brokersExperience supporting and owning projects or workstreams in fast-paced or high-growth environmentsStrong analytical, organizational, and operational skillsExcellent written, verbal, and interpersonal communication skillsAbility to prioritize effectively and manage multiple deals or initiatives simultaneouslyComfort operating with guidance while also taking ownership of discrete workstreams independentlyFamiliarity with small businesses, multi-site operations, or decentralized organizationsExperience building or improving scalable processes and systemsExperience with CRM and sales-engagement or outreach tools (e.g., Affinity), including list segmentation, sequencing, and activity trackingStrong writing skills for marketing or thought-leadership content, such as newsletters, LinkedIn posts, and webinar materialsBenefitsCompetitive compensationEquity ownershipComprehensive healthcare benefitsPaid parental leaveMeaningful opportunities for professional growthCompany OverviewTeamshares is an employee ownership platform for small business. It was founded in 2019, and is headquartered in Brooklyn, New York, USA, with a workforce of 51-200 employees. Its website is https://www.teamshares.com.