Support financial analysis, M&A evaluations, and coordination of internal communications, while managing documentation and assisting in deal evaluations.
About Us
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. We are proud to support a global and growing community of over 2 million businesses, including agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million hostnames.
Our People
With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.
Our Impact
As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
Learn more about us on our YouTube Channel or Blog Posts
Who You Are
You are an analytically minded, early-career finance professional who thrives in a fast-paced, detail-oriented environment. You have foundational experience in financial analysis, accounting, or consulting and are excited to deepen your exposure to M&A, strategic evaluation, and cross-functional operations within a high growth SaaS company.
You are organized, curious, and eager to learn, someone who enjoys digging into numbers, conducting structured research, and bringing clarity to ambiguous situations. You’re dependable, communicate clearly, and take pride in delivering well-organized work that helps senior leaders make informed decisions.
What You’ll Be Doing
- 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.
Process & Diligence Coordination
- 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.
Financial Modeling & Analysis
- 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.
Execution Support (As Needed)
- 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.
What you Will Bring
- 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.
Why This Role Matters
- Provide clarity and structure to early-stage deal evaluation
- Ensure strong analytical rigor throughout the screening process
- Improve communication and coordination across Finance, Legal, Comms, and Ops
- Enable faster, more informed decision-making for the COO and Chief of Staff
- Strengthen HighLevel’s strategic posture as we continue to scale
The salary range for this position is $81000 - $95000 annually
Equal Employment Opportunity Information
The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
#LI-JB1
Top Skills
Data Analysis
Financial Modeling
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