Key Responsibilities
- Plan, manage and execute financial due diligence internally and/ or coordinating with external advisor.
- Plan, identify risks, establish scope of financial due diligence procedures and lead the execution of diligence activities to ensure that timelines are met
- Review and provide recommendations on transaction agreement terms based on diligence findings
- Advise on deal issues impacting the financial model coordinating with Corporate Development Team
- Assess and conclude on accounting issues, identify and communicate quality of earnings issues and debt-like items
- Provide point of view on SG&A cost synergies, quality of the target’s finance organization, internal control environment and integration strategy
- Maintain a continuous improvement mindset toward world class in managing risk and increasing agility in due diligence, process playbooks and technology
- Conduct post deal reviews on diligence effectiveness, develop targeted continuous improvement projects to optimize the financial due diligence function and processes
- Document and communicate post-close considerations for controllership and broader CFO organization
- Review and advise on accounting implications of employment and retention agreements
- Preparation of allocation of purchase price to assets acquired / liabilities assumes (business valuation)
- Contribute to a continuous learning environment within the financial due diligence team
- Operate in a team-oriented environment working on transactions coordinating across functions as needed
- People Management - Allocate work among deal team members and external advisors; resolve any bottlenecks
Mandatory Skills:
- Understanding of various aspects of financial due diligence including commercial/operational, tax, legal, HR, and strategic considerations. Ability identify and conclude on complex accounting issues.
- Possess expertise on the planning and execution of financial due diligence, including financial & data analysis and coordination across various stakeholders (i.e. corp dev.; corporate leaders; etc.)
- Ability to plan, manage and execute financial due diligence plan in a timely manner and manage multiple transactions simultaneously (with appropriate internal or external advisor support)
- Highly effective communication and ability to act as trusted advisor to key business and corporate functional leaders
- Global conceptual leadership skills with ownership mindset
- Experience with establishing financial due diligence playbooks, tools, processes and reporting. Must possess agile decision making and excellent professional judgment.
- 8+ years of experience in a technical accounting role with M&A experience, including financial modeling, business valuations, transaction risk assessment and relevant business experience; minimum 3 years in leadership roles (managing / leading financial due diligence)
- Ability to travel to conduct financial due diligence on-site when required
Preferred Skills:
- Experience with cross-border M&A transaction
- Prior experience in performing due diligence on IT service companies preferred
- CPA or equivalent designation