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Support a high-volume M&A team by sourcing and evaluating acquisitions, leading seller and advisor conversations, building financial and valuation models, conducting diligence across finance, sales, marketing, and operations, drafting investment memoranda, managing diligence with legal/tech/HR/tax, and assisting integration and finance of acquired businesses.
Software
Manage month-end close, US GAAP financial reporting, revenue recognition, cash management, audits, budgets/forecasts, and SOPs for assigned portfolio companies. Supervise and mentor finance teams, lead integrations of acquired OpCos, ensure audit readiness, and use financial data to drive operational improvements and shareholder value.
Top Skills:
NetSuite
Software
Identify and engage vertical market software companies to source acquisition targets. Execute outbound prospecting, build relationships with owners and executives, manage nurturing programs, perform market research, collaborate with M&A and portfolio teams, track activity in Salesforce and Gong Engage, and meet sourcing KPIs to drive Banyan's acquisition pipeline.
Top Skills:
CRMGong EngageLinkedInSales Engagement PlatformsSalesforce
Software
Serve as shared in-house counsel for a portfolio of software companies and support HQ legal matters. Lead post-close onboarding, build self-serve legal templates and training, manage external counsel and IP relationships, handle commercial and employment disputes, coordinate privacy/data incidents, and implement AI-enabled legal workflows to scale support across the portfolio.
Top Skills:
Ai ToolsLegal Technology
Software
Lead design and delivery of a global, AI-native People Operations function: select and implement HRIS, build comp programs, benefits infrastructure, TA systems, automation and people analytics, and hire and lead a global team while ensuring global compliance and cross-functional integration.
Top Skills:
Agent PlatformsAIAnalytics DashboardsAtsEnterprise Data Platform IntegrationsHr AnalyticsHrisWorkflow Automation
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Software
Lead financial reporting and analysis for portfolio software companies, preparing US GAAP statements, board reporting, budgets, KPIs, and ad hoc analyses. Ensure accuracy of accounting work, support M&A integrations, document SOPs, and provide financial guidance to operating teams.
Top Skills:
NetSuite
Software
Hands-on FP&A Manager to design scalable planning, forecasting, and reporting processes across a decentralized software portfolio. Build forecasting models, automate reporting with AI and BI tools, leverage NetSuite, deliver management reporting and unit-economics analysis, and partner with Operating Group leaders to translate financial signals into actionable business insights.
Top Skills:
Ai ToolsAutomationBi ToolsNetSuite
Software
Embed with application teams to lead cloud-native modernization on AWS, drive AI-assisted SDLC adoption, implement IaC and CI/CD (Terraform, GitHub/GitLab), solve integration challenges, and upskill teams while enforcing engineering standards.
Top Skills:
AWSAws LambdaC#Claude CodeCursorDevsecopsDockerDomain-Driven Design (Ddd)Event-Driven ArchitectureGithub ActionsGitlab CiJavaKubernetesMicroservicesNextjsPythonReactServerlessTerraformTypescript
Software
The M&A Analyst will support acquisitions by conducting evaluations, managing diligence processes, and preparing financial analyses in a collaborative environment.
Top Skills:
Analytical ToolsFinancial Modeling
Software
Embed within the M&A team to identify, prioritize, prototype, and deploy AI and data-science solutions that speed deal sourcing, diligence, pricing, and integration. Architect the data foundation, translate between business and technical teams, build ROI-backed use cases, ship prototypes into production, drive adoption, and measure model performance, time saved, decision quality, and dollar impact across the transaction lifecycle.
Top Skills:
ExcelLlmsLookerMachine LearningPower BIPythonRSQLTableau
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