Source Job

US

  • Conduct outreach and discovery calls with sellers and advisors to qualify acquisition opportunities.
  • Perform historical financial underwriting and earnings quality assessments on potential deals.
  • Build and maintain relationships with investment bankers, brokers, and advisors to grow deal pipeline.

Financial Analysis Communication CRM

14 jobs similar to Transactions Analyst

Jobs ranked by similarity.

US Unlimited PTO

  • Identify and source land and power opportunities within your assigned regional territory.
  • Build and maintain a pipeline of active opportunities.
  • Develop relationships with landowners, developers, real estate brokers, utility representatives, local economic development agencies, and municipal planning offices.

Colovore is the leader in ultra-high-density, liquid-cooled AI colocation data centers for the deployment of AI inference, SuperPod, and AI factory applications and solutions. The company was acquired by King Street in 2024 and is scaling for rapid growth with a national footprint of modern, hyper-efficient, high-density data centers to serve F500 enterprises and startups.

$140,000–$220,000/yr
US

  • Follow up on leads, value properties, analyze comps and acquire new homes.
  • Negotiate acquisitions and dispositions of properties.
  • Perform extensive due diligence on all acquisitions and prepare contracts for ratification.

House Buyers of America is a residential real estate investment company that buys, renovates, and resells homes, offering a guaranteed, fast, and hassle-free sale. They have a history of strong growth and success and are a member of the Inc 5000 list.

3w PTO

  • Engage business owners and brokers in high-volume outreach, achieving 40 quality conversations daily to identify potential acquisition targets.
  • Execute personalized "Smart Outreach" strategies with deep research and tailored follow-ups to ensure a high-quality deal flow.
  • Manage the hand-off of qualified leads to the M&A Director, maintaining warm relationships until discovery meetings occur.

Intelligent Technical Solutions (ITS) is a managed service provider specializing in cybersecurity and IT solutions for businesses. They emphasize a remote-first culture and value discipline, resilience, and collaboration among their employees.

US Unlimited PTO

  • Proactively outreach to accredited investors via phone, email, and other channels.
  • Qualify investor interest and educate prospects on StartEngine’s private market offerings.
  • Book discovery calls and meetings for Private Equity Associates.

StartEngine is a FinTech powerhouse driving the future of fundraising and alternative investing. They have helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100.

$150,000–$200,000/yr
US Canada 4w PTO 11w maternity 9w paternity

  • Support the building, maintenance, and auditing of financial models for tax equity transactions.
  • Assist in the preparation of investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses.
  • Work closely with Senior Managers, Principals, and the Senior Principal on transaction structuring, execution, and deal coordination.

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Their team of 95+ is composed of experts in energy, tax, finance, government, and technology with a remote-first operating model and a high-growth culture.

  • Engage with inbound leads to provide compliant information and guide homeowners through the application process.
  • Serve as single point of contact from first call to close, coordinating with internal teams to keep applications moving.
  • Manage pipeline using Salesforce and proprietary tools while meeting monthly and quarterly sales goals.

Hometap offers a home equity investment product that lets homeowners access equity without debt. The company has been recognized by The Boston Globe and Forbes as a great place to work, with a collaborative, passionate culture and a focus on innovation in fintech.

US

  • You will own the property acquisition’s role in your market by talking directly with dozens of sellers every week.
  • You will negotiate the price and terms of our property acquisitions.
  • You will build strong relationships with local investors in your market through meet ups and networking events.

Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties. Rebuilt just secured a $65M Series A investment to fuel their expansion and is vertically integrated.

US

  • Support LEARN's growth initiatives including acquisitions and new center openings.
  • Coordinate project activities, track milestones, and prepare presentations for leadership.
  • Conduct research and maintain documentation for acquisition evaluations and market assessments.

LEARN Behavioral is a national organization dedicated to nurturing children with autism and special needs through evidence-based applied behavior analysis. The company has 20 years of clinical insights and values diversity, creating an inclusive environment for all employees.

  • Proactively identify, source, and qualify opportunities from accounting firms’ books of business, client portfolios, and networks.
  • Drive consistent accountant-sourced pipeline through structured outreach, referrals, joint account planning, and clear qualification standards.
  • Own and activate relationships with assigned accounting partners, unlocking access to client accounts and warm introductions.

Deel is the all-in-one payroll and HR platform for global teams with a vision to unlock global opportunity for every person, team, and business. They are among the largest globally distributed companies in the world, with a team of 7,000 spanning more than 100 countries.

Mexico

  • Respond to inbound client requests with accurate feasibility and pricing.
  • Partner with internal teams to assess audience availability, timelines, and project viability.
  • Build clear, professional client communications that reflect strong ownership and accountability.

Konovo is a global healthcare intelligence company on a mission to transform research through technology- enabling faster, better, connected insights. With over 300 employees across 5 countries: India, Bosnia and Herzegovina, the United Kingdom, Mexico, and the United States, they collaborate to support some of the most prominent names in healthcare.

Europe

  • Follow company policies/standards to determine if activities or transactions are non-compliant/potentially suspicious and action as appropriate.
  • Ability to work / investigate alerts in a fast-paced environment while maintaining high quality standards.
  • Undertake ad-hoc project work and Financial Crime program enhancements.

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. They aim to change consumer finance through better technology, lower costs, and increased transparency while providing the best customer experience.

Australia

  • Manage and expand key customer accounts, driving revenue and strategy across high-growth technology, logistics, and fintech companies.
  • Partner cross-functionally with product, finance, support, and operations teams to identify new revenue opportunities.
  • Run disciplined forecasts and consultative sales cycles, consistently achieving goals and presenting guidance to executive management.

Twilio is shaping the future of communications by delivering innovative solutions to hundreds of thousands of businesses and empowering millions of developers worldwide. The company has a remote-first work culture with a strong focus on connection, global inclusion, and diverse experiences.

AML Analyst

Sphinx
Global

  • Real compliance casework: Investigate alerts, adjudicate transaction monitoring flags, conduct KYC/KYB reviews, prepare SARs and CTRs, and run screening investigations.
  • Working cases with the agents: You'll work alongside the agents on live casework, pressure-testing their reasoning, catching where they're wrong, and making sure every output meets the client's regulatory standards.
  • Defining where humans belong in the loop: Which cases need a human eye, and why? What signals should trigger an escalation?

Sphinx builds AI analysts that automate AML, KYC, KYB, and transaction monitoring for banks and fintechs. Their agents work inside browsers and internal systems just like human analysts to review alerts, investigate entities, file reports, and explain their reasoning.

Advisor

Realm
$50,000–$65,000/yr
US Unlimited PTO

  • You’ll own an active book of homeowner relationships, end to end — from first conversation to signed construction contract.
  • Lead discovery calls with homeowners exploring remodels, additions, ADUs, full renovations, new builds, and rebuilds.
  • Match homeowners with the right contractors based on project type, geography, budget, and fit.

Realm helps homeowners move from "we’re thinking about it" to a signed construction contract — with the right scope, the right contractor, and a budget they trust. They appear to be an early-stage, venture-backed company at a genuine inflection point, with a team of owners.