Financial Analyst – Originations

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Deliver focused financial screening, modeling, and Investment Committee preparation support for acquisition prospects within Pallas Software Group.

• Develop financial insights on targets, providing Portfolio Managers with thorough and consistent analysis for PQs and modeling prior to transition to the M&A Execution team.

• Collaborate with all Portfolio Managers under the guidance of the Finance Director, prioritizing competing origination and diligence requirements.

• Evaluate incoming and adviser-introduced opportunities against group investment criteria and hurdle rates, recommending to pursue, watch-list, or pass with a written rationale.

• Maintain and update target maps and market intelligence utilizing public, paid, and proprietary resources.

• Assist adviser and intermediary relationships by logging opportunities and coordinating follow-ups.

• Monitor market developments, funding rounds, leadership changes, competitor acquisitions, and distress signals.

• Construct acquisition models that encompass revenue quality, recurring revenue, cohorts, churn, retention, EBITDA, working capital, cash conversion, IRR, and payback under various scenarios.

• Prepare Investment Committee documents and provide supporting materials, investment thesis, valuation range and bridge, key risks, integration assumptions, and return scenarios.

• Coordinate due diligence workstreams involving finance, legal, technical, and personnel contributors; maintain the diligence tracker and issues log; translate findings into model and price adjustments.

• Assist in deal structuring, including consideration splits, earn-out mechanics, deferred consideration, escrow, set-off, and operational ring-fence provisions.

• Track post-completion performance against acquisition models and incorporate variances into future underwriting.

• Manage financial qualification and target status in the shared pipeline alongside the BD Manager.

• Document notes and information in the group CRM on behalf of Portfolio Managers.

• Generate regular pipeline reports detailing vertical and geographic coverage, stage conversion rates, and pipeline aging.

• Maintain competitive and valuation reference sets across active software verticals.

⛳️ Requirements

• At least 2 years of experience in a financial analysis role with direct exposure to M&A: transaction services, corporate development, lower midmarket M&A, or growth/debt financing.

• Strong modeling skills — capable of creating an acquisition model from complex management accounts and a trial balance without a template, and able to defend assumptions in front of an Investment Committee.

• Knowledge of software business economics: recurring revenue, retention and expansion, gross margin structure, implementation and services drag, and hosting costs.

• Comfortable managing multiple stakeholders and priorities simultaneously, taking direction from the Finance Director on where to direct efforts at any given time.

• Establishes credibility with a Portfolio Manager and a founder's finance director within the same week.

• Communicates clearly and concisely in writing.

• Self-motivated, with sound judgment on when to escalate issues and when to proceed independently.

• Exposure to vertical market software in any sector is desirable.

• Experience in a buy-and-build, holding company, or serial acquirer environment with a high-volume, small-ticket deal model is desirable.

• Familiarity with earn-out design and post-acquisition performance measurement is desirable.

• Working knowledge of share purchase agreements, disclosure letters, and warranty and indemnity insurance, sufficient to work effectively with legal counsel without replacing them is desirable.

• Proficiency in additional European languages is considered a bonus.

🏝️ Benefits

• Regular Career Site employment status.

• Full-time schedule of 37.5 hours per week.