financial analyst for software acquisitions

Jonas Software provides enterprise management software solutions across vertical markets including hospitality, healthcare, construction, education, personal care, fitness, leisure, moving, and legal services. Its portfolio includes more than 65 brands and serves over 60,000 customers in more than 30 countries.

• Screen acquisition opportunities against group investment criteria and hurdle rates, and recommend whether to pursue, watch, list, or pass with a written rationale
• Maintain and refresh target maps and market intelligence for the verticals Portfolio Managers are assessing
• Log opportunities and coordinate timely follow-up with advisers and intermediaries
• Monitor market events, funding rounds, leadership changes, competitor acquisitions, and distress signals, and flag relevant opportunities
• Build acquisition models covering revenue quality, recurring revenue, customer cohorts, churn, maintenance, net revenue retention, normalised EBITDA, working capital, cash conversion, IRR, and payback under base, downside, and upside cases
• Prepare Investment Committee papers and supporting materials, including investment theses, valuation ranges and bridges, key risks, integration assumptions, and returns scenarios
• Coordinate due diligence workstreams across finance, legal, technical, and people contributors; maintain the diligence tracker and issues log; translate findings into model and price adjustments
• Support deal structuring, including consideration splits, earn-out mechanics and metric definitions, deferred consideration, escrow, set-off, and operational ring-fence provisions
• Track post-completion performance against acquisition models and feed variances into future underwriting
• Own financial qualification and target status in the shared pipeline with the BD Manager
• Capture notes and information in the group CRM for the relevant Portfolio Manager
• Produce a standing pipeline report covering vertical and geographic coverage, stage conversion rates, and pipeline ageing
• Maintain a competitive and valuation reference set across the group’s active verticals

• Minimum 2 years of experience in a financial analysis role with direct M&A exposure, such as transaction services, corporate development, lower mid-market M&A, or growth/debt finance
• Ability to build acquisition models from management accounts and a trial balance without a template, and defend assumptions before an Investment Committee
• Understanding of software business economics, including recurring revenue, retention and expansion, gross margin structure, implementation and services drag, and hosting costs
• Ability to work across multiple stakeholders and priorities, taking direction from the Finance Director
• Clear and concise writing, and credibility with Portfolio Managers and founders’ finance directors
• Self-directed, with sound judgement about when to escalate and when to proceed
• Будет плюсом: exposure to vertical market software; experience in a buy-and-build, holding company, or serial acquirer environment with a high-volume, small-ticket deal model; familiarity with earn-out design and post-acquisition performance measurement; working knowledge of share purchase agreements, disclosure letters, and warranty and indemnity insurance; additional European languages

• 37.5 Scheduled weekly hours