M&A - Sr. Corporate Development Analyst (Hybrid - Oak Brook, IL)

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
This role is pivotal in shaping and executing Inspira's M&A strategy in partnership with executive leadership. This Sr. Analyst will play a key role in financial modeling, valuation, pricing negotiation, dealing structure, and managing all aspects of the M&A transaction process. The ideal candidate will bring a robust background of applicable M&A experience from prior investment banking, private equity and/or similar corporate M&A positions, and will demonstrate the ability to drive strategic decisions and transactions from start to finish.

• Develop and maintain detailed financial models to support M&A evaluations, including financial projections, valuation analysis, and scenario modeling
• Lead the due diligence process for potential acquisitions, including managing the data room and analyzing financial, operational, and strategic information
• Collaborate with senior management and external advisors to structure deal terms, financing options, and transaction bid strategies
• Provide actionable insights and recommendations based on financial analysis and strategic fit of potential deals, supporting decision-making by senior leadership
• Prepare and review transaction-related documentation, including Letters of Intent (LOIs), term sheets, definitive agreements, and other contractual agreements
• Work with cross-functional teams to support integration planning and execution following closed transactions
• Conduct in-depth market research to identify potential acquisition targets, assess industry trends, and evaluate competitive landscapes
• Support Board meetings and various activities related to mergers and acquisitions, integrations and corporate financing efforts
• Contribute to the development and improvement of M&A processes, tools, and best practices within the corporate development function
• Other duties as assigned
• 10% to 15% nationwide travel
• Typical schedule for this is 8 a.m. CT to 5 p.m. CT, with one in-office day per week required at Oak Brook, IL office

Preferred Qualifications
Education & Experience:

• 3+ years of experience in investment banking, private equity, and/or similar corporate development roles
• Bachelor's Degree in Finance, Accounting, or related fields

Skills & Abilities:

• Strong understanding of financial analysis, including proficiency in financial modeling, valuation methodologies, and financial statement analysis
• Deep understanding of M&A processes, including due diligence, deal structuring, negotiations, and integration
• Ability to assess business models and competitive dynamics, identifying strategic fit and potential synergies in potential acquisition targets
• Strong organizational skills to manage multiple complex projects, deadlines, and stakeholders throughout the M&A process with a drive to meet deadlines and drive projects to conclusion
• Highly proficient in Microsoft Excel, PowerPoint, CapitalIQ, and Pitchbook
• Excellent verbal and written communication skills, with the ability to prepare clear and concise presentations and communicate effectively with senior leadership
• Strong attention to detail in financial analysis, transaction documentation, and due diligence processes to ensure accuracy and completeness
• Strong collaboration skills and ability to work effectively with various teams such as finance, legal, HR, compliance, operations, and sales
• A drive to learn and promulgate new concepts quickly in a culture of continuous improvement

Other Requirements:

• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
$87,000-$116,000 per year