Mergers & Acquisitions Consultant Lead - Employee Benefits

Company: Fourlane, Inc.
Location: New York
Posted on: February 1, 2025

Job Description:

Mergers & Acquisitions Consultant Lead - Employee BenefitsNew York, NY, USA Req #3056Wednesday, January 15, 2025At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.SUMMARYResponsible for leading the ongoing delivery of due diligence reports and supporting revenue conversion initiatives for Alliant's Mergers & Acquisition (M&A) practice. Includes optimizing templates and related processes. Ensures that team delivers timely, comprehensive, high quality reports that position Alliant as trusted advisors to our Private Equity clients and partners.ESSENTIAL DUTIES AND RESPONSIBILITIES

• Perform due diligence on acquisition opportunities, including, but not limited to: collecting and analyzing financial and operational reports and data, reviewing customers and contracts, and evaluating management and employees;
• Ensure due diligence process is optimized through documented processes/standard deliverables, appropriate resources, and system infrastructure to support efficiency and quality.
• Review and analyze data to assess suitability and impact to potential acquisition for clients, including HR, Payroll, and Employee Benefits cost and program structure;
• Draft reports and present findings to private equity firms and their portfolio companies, as appropriate.
• Mentor and train Due Diligence analysts and consultants.
• Contribute content to training and communication needs for both internal teams and carriers as needed.
• Develop and maintain a library of turn-key proprietary templates and content resources for all phases including pre and post-acquisition of an M&A deal;
• Provide consultative support to client teams and facilitate key discussions with private equity firms and portfolios as needed.
• Peer-review reports and analysis of other team members.
• Identify areas of risk, contribute to solutions and improve the processes in private equity practice.
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information);
• Provide strategic consulting based on deal structure and phase.
• Other duties as assigned.Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor's Degree in Business, Accounting, Finance, Economics or related field, or equivalent combination of education and experience.Ten (10) or more years of related work experience in employee benefits/insurance, human resources or in mergers and acquisitions.Two (2) or more years experience in project management.Valid Insurance License.SKILLSAdvanced knowledge of regulations governing employer group health and welfare plans including ERISA, ACA, HIPAA, COBRA, and leave absence.Knowledge of merger and acquisition process and best practices.Working knowledge of all HR operations, including payroll platforms, compensation categories, other incentives, and employee handbook provisions and communication.Knowledge of all defined contribution and defined benefit retirement plans.Proficient in Microsoft Office Suite.Excellent verbal, presentation, and written communication skills.Ability to analyze data in many formats to draw conclusions.Excellent problem solving and time management skills with ability to work independently.Ability to thrive in a fast-paced environment with multiple competing priorities.High ability to meet deadlines.High level of attention to detail.Ability to manage multiple projects at the same time.We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.For immediate consideration for this position, please click on the "Apply Now" button.Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
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Keywords: Fourlane, Inc., East Orange , Mergers & Acquisitions Consultant Lead - Employee Benefits, Professions , New York, New Jersey