Manager, Mergers & Acquisitions Job Description

Manager, Mergers & Acquisitions Job Description

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Manager, mergers & acquisitions provides superior analysis in the evaluation of acquisitions, divestments, trades, and joint ventures, to maximize value created, in line with corporate goals and strategies as part of project M&A work or as part of the strategic corporate development role in M&A.

Manager, Mergers & Acquisitions Duties & Responsibilities

To write an effective manager, mergers & acquisitions job description, begin by listing detailed duties, responsibilities and expectations. We have included manager, mergers & acquisitions job description templates that you can modify and use.

Sample responsibilities for this position include:

Serve as Project Manager, reporting to Engagement Lead
Lead teams from multiple competency areas
Review/QA project plans
Ensure appropriate methodologies and expertise are engaged as needed
Monitor and manage risk and opportunities, including stakeholder assessment and change management risks
Communicate all major project risks, issues, and budget problems to the Engagement Lead as soon as they are uncovered
Identify, escalate, and monitor project issues to resolution
Manage the scope of the project and control changes, including communication to client
Execute merger or carve out IT projects
Lead system package evaluations against industry leading practices

Manager, Mergers & Acquisitions Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Manager, Mergers & Acquisitions

List any licenses or certifications required by the position: CPA, PMP, JD, EA, HR, CA, ITIL, CRISC, CIPP, CISM

Education for Manager, Mergers & Acquisitions

Typically a job would require a certain level of education.

Employers hiring for the manager, mergers & acquisitions job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Taxation, MBA, Business, Business/Administration, Economics, Operations Management, Engineering, Information Technology

Skills for Manager, Mergers & Acquisitions

Desired skills for manager, mergers & acquisitions include:

Broad range of corporate tax matters in various industries
Bankruptcy and insolvency taxation
Consolidated return regulations
Corporate transactional work
Subchapter C
Microsoft Office systems
Experience with SAP
At least two of CIBC’s SBU’s
Capital Markets
Namely Retail & Business Banking

Desired experience for manager, mergers & acquisitions includes:

Communicate and report major investment issues and risks to M&A senior executives and management, including assessment risks, issues, budget
Mentor and manage junior consultants to be able to keep project on time QA of work done by the team
Support in data analysis customer install base, customer migration plans, channel transition that adds value to the overall plan
Attends regular M&A meetings with management and helps to facilitate discussion and answer questions regarding project status
Conduct detailed research on potential M&A targets, including assessment of management strength and depth, employee skill sets and credentials, capabilities and solutions, client attractiveness, market dynamics and attractiveness, and competitive environment
Maintain and expand relationships with investment bankers and private equity firms to ensure we receive relevant deal flow

Manager, Mergers & Acquisitions Examples

1

Manager, Mergers & Acquisitions Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of manager, mergers & acquisitions. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, mergers & acquisitions
  • Work with Operating Groups to assess growth and profit drivers and trends, challenge assumptions driving projected financial performance, and develop realistic financial projections that drive the valuation models
  • Recommend valuation and transaction structure
  • Develop and present the business case and strategic rationale for potential transactions, inclusive of valuation and transaction structure recommendations, to Executive Leadership
  • Manage the formal due diligence process for potential transactions
  • Develop and maintain a compliance master comprehensive roadmap “playbook” to be applied to each merger or acquisition
  • Create and maintain a central repository of relevant information from each M&A
  • Ensure business continuity at closing
  • Understand industry risk and apply it
  • Responsible for staying current with firm policies and procedures, FINRA, MSRB, SEC and other regulatory bodies in order to understand the M&A impact on each compliance department and systems
  • Work independently or with other members of Compliance and/or various members of other departments, to coordinate the drafting, creating and updating of material as required by merger developments or changes in the firm’s business practices
Qualifications for manager, mergers & acquisitions
  • Orchestrate and coordinate the merger from a compliance viewpoint
  • Translate meeting discussion notes into an internal action plans and internal communication
  • Other duties and projects as assigned by the Compliance Director
  • Process Management & Deal Execution
  • Assist the Executive Director in managing transaction processes and due diligence for acquisitions and investments, which entails collaborating with relevant divisions and business units across Turner and with any 3rd party advisors
  • Regularly coordinate with Turner divisions and business units regarding business initiatives
2

Manager, Mergers & Acquisitions Job Description

Job Description Example
Our company is growing rapidly and is hiring for a manager, mergers & acquisitions. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for manager, mergers & acquisitions
  • Work with and assist other senior members of the Transaction Services tax team with various technical tax issues
  • Be part of a multi-disciplined Crowe team focusing on tax due diligence, tax structuring and post-close tax planning and tax reporting
  • Develop your technical tax expertise to a higher level in focusing on M&A transactional tax matters including key areas such as Sub chapter C, partnerships and other flow through entities, international tax planning, tax structuring, tax accounting/ASC 740 analysis and review
  • Engage with and develop other less experienced team members as to tax technical issues
  • Expect to be challenged both technically and in the business development aspects of what we do
  • Lead and contribute to business development efforts, including Statements of Work (SOW), proposal development, client presentations
  • Perform the role of counselor and coach
  • Masters of Tax/ Law or CA, with previous international tax or M&A experience will be highly regarded
  • Partner with Business Development organization, therapeutic area leads and their IT representatives for IT aspects of mergers, acquisitions and divestitures
  • Partner with Business Development for the full project lifecycle including project planning and initiation, project execution and delivery, and project closure
Qualifications for manager, mergers & acquisitions
  • Holds, or is working towards, an appropriate professional designation
  • 5 years of federal tax research, planning and tax consulting experience from a public accounting firm, corporate tax department or law firm environment
  • Transaction tax M&A experience in the corporate environment or in working with/for private equity funds differentiates you
  • General tax experience in corporate tax across various industry sectors helpful
  • Possess the ability to manage yourself and others on multiple engagements and client service teams that run simultaneously
  • Have ability to undertake complex tax research assignments and come to conclusions
3

Manager, Mergers & Acquisitions Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of manager, mergers & acquisitions. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for manager, mergers & acquisitions
  • Implement lessons learned for each project and incorporate into enterprise processes for future improvements
  • Forge and maintain external networks to learn and inform improved practices
  • Manage project plans, timescales and budgets to deliver efficiencies
  • Make decisions and take timely independent action in pursuit of priorities
  • Manage security processes and compliance risk with partner and IT security team
  • Collaborate with J&J IT Global Technology Services and Application Services to ensure that plans are consistent with integration and divestiture playbooks
  • Write clearly and informatively with a high level of sophistication
  • Serve as the Functional Area Representative (FAR) for Information Security
  • Work on a cross functional team within InfoSec and across the organization on potential mergers and acquisitions
  • Conduct security due diligence of potential acquisitions
Qualifications for manager, mergers & acquisitions
  • Proficiently research technical issues arising from such brainstorming sessions
  • Keep current with tax practices and changes in the tax law having a direct impact on our current and prospective clients
  • Draft and assist in the delivery of proposals and other client presentations
  • Mentor and supervise tax professionals serving as Associates, Senior Associates and Directors
  • May mentor and supervise staff
  • A Bachelor's degree and at least 2- 5 years of related work experience
4

Manager, Mergers & Acquisitions Job Description

Job Description Example
Our company is growing rapidly and is looking for a manager, mergers & acquisitions. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager, mergers & acquisitions
  • Address any security related issues with thoughtful solutions
  • Oversight and preparation of financial and economical analyses
  • Working with senior leadership on all phases of the pre-merger process, post-merger implementation
  • Builds and manages results-driven teams by taking a strategic and technical view of performance management by involving employees in planning, relationship building, decision-making and analysis processes
  • Supports the long term business planning process as needed
  • Collaborates with EVP Specialty Banking on projects in the specialty banking space (indirect, cards, leasing, wealth management, payments)
  • Understand and communicate financial and accounting issues related to Mergers & Acquisitions
  • Prepare financial modeling and valuation of target companies
  • Assist Corporate Development Group in preparing initial non-binding proposals and final offers for target companies
  • Perform due diligence reviews on-site and report results to the relevant team members
Qualifications for manager, mergers & acquisitions
  • Experience structuring domestic and transactions
  • A minimum of eight years of progressive federal tax consulting experience, some amount of business entity tax compliance experience in public accounting or a combination of corporate and public accounting experience
  • Technical expertise in M&A Tax and transaction related matters, including significant experience conducting buy and sell-side tax due diligence projects, including diligence on pass-through entities
  • Superior analytical, technical, and tax accounting/technology skills with working knowledge US GAAP
  • Minimum 8 years of experience in a top tier consulting firm and / or Big 4 transaction services and / or investment banking or in-house strategy and M&A function with practical experience in managing M&A strategy, integration and separation projects
  • Experience in expanding existing accounts creating new revenue streams
5

Manager, Mergers & Acquisitions Job Description

Job Description Example
Our company is growing rapidly and is looking for a manager, mergers & acquisitions. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager, mergers & acquisitions
  • Prepare timely reports and communication to functional areas
  • Train other employees both within and outside the department
  • Exceptional analytical thinking and modeling skills, including DCF, comparable company, trading comparable, LBO analyses, and the ability to apply
  • Develop and maintain complex financial valuation models, financial assumptions and strong underlying business case
  • In-depth experience modeling acquisitions, divestitures, spin/split-offs, joint ventures, strategic analysis, buy vs
  • Candidates should demonstrate leadership experience and an interest in M&A and general interest in Corporate Finance
  • Assist with the oversight, review, ongoing maintenance, and follow-up of the various transactional components in our international business/tax structure
  • Assist with, and eventual management of, tax due diligence for M&A transactions
  • Assist with the planning for and compliance with the Base Erosion and Profit Shifting (“BEPS”) action items as countries adopt
  • Builds productive and long-term relationships with clients and colleagues, across a broad network, based on mutual respect
Qualifications for manager, mergers & acquisitions
  • Solid M&A strategy, integration and divestiture project delivery experience
  • 8+ years of professional experience in Life Sciences industry, a few years functioning as a Senior Manager in a Consulting environment
  • Degree focus in computer science or business administration is preferred
  • 1 year of experience leading merger & acquisition integrations of IT at a company is preferred
  • 3 years of Project Management experienced in complex or large-scale projects is required
  • Experience participating in large, cross functional teams (ex, 10-15 people) is required

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