Senior M&A Training & Quality Specialist

Overview

Senior M&A Training & Quality Specialist

Category:

Accounting/Finance

Full Time/Part Time:

Full Time

Location:

Tampa, Florida, US

Hiring Manager:

Kayla Sullivan

Inquire Now

Job Description

Benchmark International is seeking an experienced Senior Mergers & Acquisitions (M&A) Training &

Quality Specialist to strengthen Transaction Support (deal preparation) capabilities across our US

offices by providing practical training, subject-matter expertise, technology adoption, and quality

oversight.

This senior individual contributor will assess learning needs, guide and validate training content,

facilitate training, and reinforce adoption through coaching and follow-up. The role will also champion

the effective use of Salesforce, AI, and other technologies; establish best practices; and conduct

targeted quality-control reviews of confidential information memorandums (CIMs) and related work

products. Insights from these activities will be used to identify recurring issues and inform future

training and process improvements.

The specialist will partner with Operations leadership, Transaction Support leaders, and other

stakeholders to translate business needs, process changes, quality trends, and technology

developments into scalable learning solutions and consistent standards.

Job Responsibilities

• Serve as a Transaction Support subject matter expert in financial analysis, business writing,

CIM development, processes, systems, and best practices.

• Assess training needs and partner with Operations and Transaction Support leaders to

prioritize skill gaps and development opportunities.

• Translate complex M&A, financial, operational, and process topics into clear, practical

learning experiences.

• Conduct targeted quality control (QC) reviews of CIMs and related work products to promote

quality, accuracy, and uniformity across offices; provide actionable feedback, leverage AI to

enhance review efficiency, and use recurring findings to identify training and process-

improvement opportunities.

• Champion responsible use of AI and technology by evaluating tools, identifying practical

applications, establishing guardrails, and supporting adoption.

• Host recurring meetings with US Transaction Support teams to share best practices, address

challenges, communicate updates, and promote consistency across offices.

• Guide, review, and maintain training materials, presentations, facilitator guides, job aids,

exercises, and assessments.

• Facilitate group, virtual, and individual training for employees at varying experience levels

and reinforce learning through coaching and follow-up.

• Maintain training standards, content governance, version control, and current, scalable

learning resources.

• Promote effective use of Salesforce, including data quality, reporting, workflow adherence,

system best practices, and user adoption.

• Compile and analyze Transaction Support KPIs, training outcomes, and quality trends, and

communicate key findings and recommendations to management.

• Support continuous improvement initiatives related to training, technology, quality,

reporting, and Transaction Support processes.

• Follow organizational policies, contribute to departmental and company goals, and perform

other duties as assigned.

Qualifications & Requirements

• Bachelor's degree in finance, accounting, business, communications, or a related field

preferred; equivalent relevant experience may be considered.

• 5+ years of relevant experience in M&A, Transaction Support, financial analysis, or a related

field; prior M&A or Transaction Support experience is strongly preferred.

• Proficiency in Microsoft Excel, including formulas, data analysis, and reporting.
• Experience assessing learning needs and developing, facilitating, and improving training for

adult learners.

• Strong presentation, meeting facilitation, and coaching skills, with the ability to explain

complex topics clearly and engage employees across multiple offices and experience levels.

• Ability to develop and review practical, engaging training materials and learning resources.
• Strong Salesforce experience, including platform navigation, reporting, data quality,

workflow support, and user guidance.

• Comfort with AI, emerging technology, and digital learning tools, including testing

capabilities, identifying practical applications, establishing responsible-use practices, and

supporting adoption.

• Strong business and financial acumen, including the ability to analyze financial and

operational information for presentation in M&A marketing materials.

• Ability to read and interpret financial statements, tax returns, and supporting financial

documentation.

• Excellent verbal and written communication skills, including professional business writing

and editing.

• Demonstrated ability to review financial and narrative work products with accuracy, sound

judgment, and attention to detail.

• Strong analytical, problem-solving, and interpersonal skills, including the ability to identify

trends, recommend practical solutions, provide constructive feedback, and influence without

direct authority.

• Ability to quickly understand diverse businesses, industries, operating models, processes, and

learner needs.

• Ability to manage multiple priorities, independently lead projects, meet deadlines, and

maintain accuracy in a fast-paced environment.

• Advanced proficiency in Microsoft PowerPoint, Excel, and Word; experience with learning

management systems, content-authoring tools, collaboration platforms, or AI-enabled

productivity tools is preferred.

• Ability to travel by plane and automobile as business needs require; no personal history of

enforcement actions by the U.S. Securities and Exchange Commission, FINRA, or any state

securities regulatory body.

• Ability to work in the office every day as this is not a remote or hybrid position.
• Professional dress attire is required.

Salary

Annual salary range: $70,000-$85,000, commensurate with experience.

Benefits

All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and

community service days. Employees are eligible for highly competitive company-subsidized medical,

dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings

accounts (FSA & HSA); and flexible dependent care assistance accounts.

Social Responsibility

Benchmark International is an active, contributing member of the communities in which we work. The

company participates in significant charitable giving opportunities throughout the year. Many of the

recipient charities have been identified by our individual employees because of their personal passion for

supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year

to provide their labor and skills to the community.

About Benchmark International

Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-

maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1

Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment

Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our

award-winning process and world-class service.

Specializing in the transaction of mid-market companies, our teams operate from offices across the globe,

representing clients in a wide variety of industries. Our unique, technology-driven approach connects

sellers with the right acquirers-whether local or international-through a combination of proprietary

databases, deep market insight, and strategic outreach.

We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is

rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are

actively looking for ambitious professionals ready to shape the next chapter of our success story.

Join us and be part of the next generation of leaders redefining M&A excellence.

Benchmark International provides equal employment opportunities to all qualified individuals without

regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin,

physical or mental disability, military or veteran status, genetic information, or any other protected

classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion,

demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination,

harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

Benchmark International cannot sponsor work visas for candidates.

Inquire Now

Share: