Business Strategy & Development Analyst

HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. The Business Strategy & Development Analyst will assist in screening and documenting M&A opportunities, coordinate communication across stakeholders, and support financial modeling and analysis to facilitate informed decision-making.

Responsibilities:

• 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

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