Job
Description
You will be responsible for planning, managing, and executing financial due diligence internally and/or coordinating with external advisors. This includes identifying risks, establishing the scope of financial due diligence procedures, and leading the execution of diligence activities to ensure timelines are met. You will review and provide recommendations on transaction agreement terms based on diligence findings and advise on deal issues impacting the financial model by coordinating with the Corporate Development Team. Additionally, you will assess and conclude on accounting issues, identify and communicate quality of earnings issues and debt-like items. Your role will involve providing insights on SG&A cost synergies, the quality of the target's finance organization, internal control environment, and integration strategy. You should maintain a continuous improvement mindset towards managing risk and increasing agility in due diligence, process playbooks, and technology. Post-deal reviews on diligence effectiveness, as well as developing targeted continuous improvement projects to optimize the financial due diligence function and processes, will be part of your responsibilities. Documenting and communicating post-close considerations for controllership and the broader CFO organization is also key. Furthermore, you will review and advise on accounting implications of employment and retention agreements, as well as preparation of allocation of purchase price to assets acquired/liabilities assumed (business valuation). You will contribute to creating a continuous learning environment within the financial due diligence team and operate in a team-oriented environment working on transactions coordinating across functions as needed. People management responsibilities include allocating work among deal team members and external advisors, as well as resolving any bottlenecks. Mandatory Skills: - Understanding of various aspects of financial due diligence including commercial/operational, tax, legal, HR, and strategic considerations - Ability to identify and conclude on complex accounting issues - Expertise in planning and executing financial due diligence, including financial & data analysis and coordination across various stakeholders - Ability to manage multiple transactions simultaneously with appropriate internal or external advisor support - Highly effective communication skills and ability to act as a 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 - 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 - Ability to travel for on-site financial due diligence when required Preferred Skills: - Experience with cross-border M&A transactions - Prior experience in performing due diligence on IT service companies preferred - CPA or equivalent designation,