Manager, M&A Finance—Financial Diligence

M&A Finance - Financial Diligence and Integration Manager

What you'll do

Job Responsibilities:

Primary Duties:

The M&A Finance Manager will support the M&A Senior Manager and lead projects throughout the M&A lifecycle to drive analysis and strategic decisions, gain consensus among stakeholders and prepare clear, concise and compelling presentations for leadership. The acquisition lifecycle includes initial financial due diligence, business case review, understanding the target's accounting processes and financials, integration planning and execution and post-acquisition support and review. A successful Manager should demonstrate expertise in project planning and management, strategic analysis and issue identification and resolution. Specific duties as identified below:

• Lead Finance diligence efforts, in collaboration with Corporate Development and Business sponsors, which include comprehensive financial and operational analysis, quality of earnings, strategic fit and identification of potential integration considerations
• Conduct detailed business case reviews to challenge assumptions and targets and assess impact from a financial and operational standpoint. Prepare presentations with key findings and recommendations for leadership
• Create work plans to migrate target into Deloitte and hold self and others accountable to make sure project is on track and milestones achieved
• Lead Finance integration and divestiture planning, including gaining a deep understanding of the targeted/divested business and accounting processes to evaluate the integration risks and challenges
• Engage and collaborate with various stakeholders to develop recommendations and resolve issues
• Assess target or divested business' existing contracts to understand value of contracts, revenue recognized to date, billing status and outstanding balances
• Prepare internal reports and presentations for senior leadership on acquisition performance and financial trends, including acquisition return on investment (ROI)
• Support international ventures with Deloitte global firms in diligence, integration and post-deal support including investment tracking, reporting, forecasting, planning and resolving issues
• Manage and coordinate various special projects that may be identified
• Coach and mentor junior team members including Senior Consultants, Analysts and Summer Interns

What you'll bring

Qualifications:

Required:

• 7+ years relevant accounting, finance, consulting or professional services experience
• Bachelor's Degree in Accounting, Finance, Business or related field
• Strong written, verbal and interpersonal skills to communicate and collaborate across all levels of the organization; team player always willing to help others
• Excellent power point capabilities and ability to create compelling presentations to drive buy-in and socialization of recommendations; able to 'tell the story'
• Excellent project management skills. The applicant must be organized and able to handle high volumes of transactional activity, tight deadlines, and ever-changing priorities. The applicant must possess the ability to prioritize competing tasks and be comfortable moving forward a variety of projects and deliverables simultaneously
• Empowered and intellectually curious self-starter and strategic thinker who takes the lead on initiatives, develops solutions to problems, does research, thinks outside the box. Moves forward even with ambiguity or limited information
• Attention to detail and a goal of continuous process improvement
• Understanding of accounting
• Ability to team well with others in a virtual environment across geographic boundaries
• Expertise in Microsoft Excel
• Strong commitment to integrity and confidentiality
• Some travel (about 15 - 20%) may be required (post-COVID) given the hands-on nature of the role. A US-based office location is required.
• Limited immigration sponsorship may be available.

What's nice to have

Preferred:

• MBA and/or CPA
• Previous work experience in Consulting preferred
• Strong executive presence and the ability to work with and influence senior leaders

The ideal candidate for this position should have experience successfully playing a lead role in complex projects (e.g. M&A Transactions) under tight timeframes. Seeking a candidate who thinks strategically, works independently without direct supervision, sets high expectations for self and others, achieves results on time and takes action beyond formal job responsibility. The ideal candidate must also possess a flexible work style as the scope and variety of work will frequently change depending on the current portfolio and pipeline of transactions.

The team

The Mergers & Acquisition Finance team provides specialized support of Deloitte US Firms' mergers, acquisitions, divestitures, joint ventures and Member Firm combinations. The team brings a mix of accounting, finance, Deloitte knowledge, project management, strategy and consulting skill sets to each deal in an effort to analyze, plan, execute and manage the finance aspects of the acquisition. We are a tight-knit high-performing team, pride ourselves on exceptional service and the ability to build long-term, mutually beneficial, trusted partnerships across the firm. We strive to deliver out of the box thinking and creative solutions as each deal is unique and brings new challenges to solve. Although the team is disbursed nationally, we are well connected in a virtual setting.

How You'll Grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there is always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of oppo rtunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.