Mergers & Acquisitions Resume Samples

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GH
G Hudson
Gilbert
Hudson
9021 Spinka Crest
Los Angeles
CA
+1 (555) 846 8229
9021 Spinka Crest
Los Angeles
CA
Phone
p +1 (555) 846 8229
Experience Experience
Chicago, IL
Mergers & Acquisitions
Chicago, IL
Lebsack-Stark
Chicago, IL
Mergers & Acquisitions
  • Prepare client reports advising on fund-raising, restructuring, acquisitions and disposals
  • Reporting to various areas throughout the firm (e.g. Front Office, Financial Accounting, Line PC, etc.)
  • Liaise with a target company's finance/accounting departments and advisors to gather pertinent accounting support
  • Manage accounting due diligence pertaining to targets for acquisition
  • Collaborate with Learning to provide the right content, tools and levels of training to create new M&A product experts (sales, and technical support)
  • Keep the team informed of progress, drawing issues to their attention and discussing conclusions with them
  • Proven success at influencing and leading resources across multiple functions, workgroups, and management levels
Chicago, IL
Associate, Mergers & Acquisitions
Chicago, IL
Rolfson LLC
Chicago, IL
Associate, Mergers & Acquisitions
  • Working directly with client senior management teams, board members and stakeholders throughout all phases of transaction advisory and execution
  • Assist in developing proposals to clients and potential clients for mergers, asset or company divestitures or acquisitions and related advisory services
  • Performing company, industry, market and competitor research and due diligence
  • Drafting pitch books, selling memoranda and management presentations
  • Mentoring and developing junior staff
  • Draft board memos and presentations for senior management and other key stakeholders as part of transactions and strategic reviews
  • Monitor trends in publishing and media including peer performance
present
Dallas, TX
Director, Mergers & Acquisitions
Dallas, TX
Bechtelar, Yost and Heidenreich
present
Dallas, TX
Director, Mergers & Acquisitions
present
  • Coordinating and supporting integration planning, tracking and processes for new acquisitions
  • Developing and maintaining relationships with potential targets from initial stage to deal closing
  • Supporting and facilitating negotiations of transaction terms and legal documentation
  • Proficient in Word and Excel; familiarity with Access, including running queries for large amounts of data
  • Coordinating and implementing due diligence for potential transactions
  • Creating investment proposals, along with supporting analysis and findings, for review by SEC’s Executive Management team
  • Stay abreast of current financial and operational issues impacting Time Warner consolidated and divisional performance
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of North Texas
Bachelor’s Degree in Finance
Skills Skills
  • Strong organizational and time management skills
  • Strong PC skills including Excel, Peoplesoft Financials, and Essbase as well as comfort with manipulation and presentation of financial data
  • Securing new business development and project extensions, including client lead maturation, proposal development, and closing new business opportunities
  • Team player, proactive, self starter, who can be dynamic and implement process changes
  • Building solid and collaborative relationships with team members, foster a productive teamwork environment, lead teams to generate a vision, leverage diverse views, and help develop and grow team members throughout the course of every engagement
  • 1 - 4 years of financial service, banking, or accounting experience
  • Managing and delivering significant business results that reflects strategic and creative thinking, individual initiative and the following abilities
  • Developing a business vision and leading complex projects while functioning as a trusted advisor at the highest levels of client organizations
  • Communicating complex material effectively in written and oral formats to various audiences
  • Directing and conducting quantitative and qualitative analyses of complex data
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15 Mergers & Acquisitions resume templates

1

CIB Investment Banking Mergers & Acquisitions Resume Examples & Samples

  • Create, maintain and review complex financial models and valuation analyses, including DCF, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analyses
  • Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
  • Assist clients in due diligence by coordinating the information flow, supervising calls and meetings between the parties, as well as reviewing and analyzing company information
  • Work independently, producing high-quality deliverables such as descriptive memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog
  • Design and analyze M&A transaction structures
  • Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
  • Provide leadership, mentorship and supervision to Analysts
  • MBA from a leading business school is required for candidates that were not directly promoted from Analyst to Associate within a leading Investment Bank
  • Current or past experience at a leading Investment Bank. Experience in M&A is highly preferred, but will consider banking experience in an industry coverage group, private equity or similar field
  • Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, three-statement models and combined pro forma models
  • Thorough knowledge of corporate finance and accounting, as well as understanding of legal and tax aspects related to M&A transactions
  • Experience managing the day-to-day execution of different types of M&A processes (sell-side, buy-side, structured transactions, fairness opinions)
  • Ability to comfortably interact with clients in a professional and mature manner
  • Outstanding ethics, integrity and judgment
  • Intellectual curiosity, strong work ethics and desire to learn
  • Ability to work in a fast-paced environment, handling multiple projects with different deal teams
  • Highly organized, detail oriented and proactive
  • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
  • Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications
2

IBD, Classic, Mergers & Acquisitions Resume Examples & Samples

  • Outstanding academic record
  • Exceptional communication skills, both verbal and written
  • Demonstrated ability to manage diverse workload and be effective on multiple projects
  • Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups and regions
  • At least five years of experience in investment banking, corporate law, or a related field
3

CIB Investment Banking Mergers & Acquisitions VP Resume Examples & Samples

  • Detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
  • Detailed combination and other financial analyses in the context of M&A transactions
  • Tax and transaction structuring analysis
  • Daily deal execution and project management of clients, prospective purchasers or other advisors to facilitate accounting, legal and business due diligence
  • Prepare presentation materials for use in M&A transactions or strategic client dialog
  • Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
  • Provide leadership, mentorship and supervision to Associates and Analysts
4

Associate, Mid Market Mergers & Acquisitions Resume Examples & Samples

  • Part of a national Mid Market M&A team, supporting directors based in Vancouver and other offices
  • Conduct thorough research on companies and industries and delivery of concise summaries
  • Assist Directors in preparation of internal and external marketing materials
  • Support Directors in the preparation and presentation of marketing pitches to existing and potential clients
  • Prepare integrated financial models to support analysis in proposals and transaction documents
  • Under direction of team members, follow up and engage with RBC partners including Commercial Banking, Capital Markets, and Wealth Management
  • Undergraduate degree with a focus in Business, Economics, Mathematics or other quantitative fields
  • Relevant work experience in financial services – accounting, commercial banking, or investment banking
  • Solid understanding of cash flow, financial modelling, and valuation
  • Strong computer literacy with emphasis on PowerPoint and Excel presentation skills
  • Strong ability to prepare integrated financial models including discounted cash flow and valuation analysis
  • Thorough understanding of the inter-relation of net income, cash flow, working capital
  • Ability to use research tools to extract relevant background material for business development and transaction support
  • Strong personal skills and the ability to work effectively within a team environment under time constraints
  • Comprehensive financial and accounting skills
5

Mergers & Acquisitions Resume Examples & Samples

  • Month End Balance Sheet Reconciliation
  • Reporting to various areas throughout the firm (e.g. Front Office, Financial Accounting, Line PC, etc.)
  • Providing analysis and information in response to ad hoc requests from various areas throughout the firm
  • 1 - 4 years of financial service, banking, or accounting experience
  • Strong PC skills including Excel, Peoplesoft Financials, and Essbase as well as comfort with manipulation and presentation of financial data
  • Team player, proactive, self starter, who can be dynamic and implement process changes
6

Tax Manager National Tax Human Capital Mergers & Acquisitions Resume Examples & Samples

  • Mapping organizations together or separating organizations
  • Developing process for position and employee tracking
  • Developing HR approach to support business with organization structure and workforce planning/transition
  • Developing HR approach to support business with talent selection
  • Creating / evaluating job descriptions
  • Coordinating with the compensation team to determine grading of job positions and salary
  • Managing the Talent selection and Workforce transition of the employee base
  • Determining client needs by supplementing the standard assessment techniques and tools with innovative approaches
  • Evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement
7

Tax Manager National Tax Human Capital Mergers & Acquisitions Communications Resume Examples & Samples

  • Develop and manage an internal communications strategy to gain support for an M&A transaction
  • Providing superior client service by identifying key client business issues
  • A minimum of 5 years consulting and/or industry experience
8

Corporate Mergers & Acquisitions Resume Examples & Samples

  • Analysis and valuation of potential transactions, including coordination of all appropriate Corporate functions
  • Monitor, evaluate and maintain business, valuation and other information on potential transaction opportunities
  • Prepare and / or review transaction assessments and recommendations for discussion with senior management and the Corporate Investment Committee
  • Create, maintain and review financial models and analysis (recurring and ad-hoc)
  • Organize and participate in due diligence efforts
  • Review, understand, negotiate and execute legal documentation related to transaction opportunities
  • Review and supervise activities of junior resources
  • Hire, train, develop, coach junior resources
  • Demonstrated history of analysis, valuation and documentation experience in acquisitions/divestitures, private equity, or other similar types of transactions (typically 6-9+ years experience)
  • Experience working on complex projects concurrently
  • Broad knowledge of financial services businesses and products as well as related functional areas (accounting, tax, legal, etc.)
  • Strong leadership and communication skills
9

Managing Director, Mergers & Acquisitions Resume Examples & Samples

  • Business development through networking and direct marketing with prospective clients
  • Overseeing the creation of marketing materials for your clients
  • Qualifying and managing potential buyers/sellers
  • Assisting in negotiations with buyers/sellers on behalf of clients
  • Managing the due diligence process for the client
  • Previous investment banking experience with a business development focus
  • MBA from an accredited university
  • 5+ years of investment banking experience in the lower middle-market
10

Big Tax Mergers & Acquisitions Resume Examples & Samples

  • Strong technical ability and analytical skills
  • Previous corporate tax experience
  • Good networking skills and the ability to work under time pressure is also important in the M&A environment
11

Director, Mergers & Acquisitions Resume Examples & Samples

  • Conduct and oversee financial analyses, including the development of detailed financial and operating models, valuations and ad hoc analyses as required by management
  • Manage interaction with Time Warner business units and corporate groups including Tax, Accounting, Legal, Treasury, Financial Planning & Analysis and Investor Relations on transactions
  • Stay abreast of current financial and operational issues impacting Time Warner consolidated and divisional performance
  • Work closely with, and mentor, junior team members to develop their analytical skills, industry knowledge and leadership abilities
  • Other duties as may be required by the business
12

Director Corporate Strategy Mergers & Acquisitions Resume Examples & Samples

  • Understand and analyze businesses of all kinds (e.g., early-mid stage & mature)
  • Analyze historical and projected financial performance of HSNi and targeted investment / acquisition targets
  • Prepare comprehensive valuation analyses on targets and HSNi
  • Prepare comprehensive comparative company analyses on targets and HSNi
  • Compile thoughtful, comprehensive industry analysis and identify key trends with implications on HSNi
  • Assess optimal financing structures and financial impact on HSNi
  • Translate analysis into clear, concise verbiage and presentations
  • Mentor, train, and assist Corporate Strategy and M&A intern(s)
13

Associate, Mergers & Acquisitions Resume Examples & Samples

  • Financial analyses including valuation, pro forma merger scenarios, cash flow and liquidity analyses, returns analyses, etc. through development of detailed financial and operating models
  • Manage the due diligence process for acquisitions and investments including reviewing and analyzing information received
  • Draft of board memos and presentations to senior management as part of transactions and strategic reviews
  • Close interaction with Time Warner divisions and business units (including Tax, Accounting, Legal, Treasury and Investor Relations) on transactions
  • Competitive benchmarking analyses including research and internal data gathering - Monitoring trends in the media sector including peer performance
14

Director, Bpe Mergers Acquisitions Resume Examples & Samples

  • Develops and manages an HR MA program management structure to drive integration success, minimize execution risks and drive efficiencies
  • Assess organizational, people and HR functional implications of a deal and assists with developing the HR approach and initial strategy
  • Identifies and engages HR resources to conduct due diligence, assigning roles and responsibilities appropriately
  • Informs and engages appropriate stakeholders regarding the deal
  • Identifies potential employment and HR program risks and liabilities to the business
  • Develops and executes detailed HR work stream integration plans
  • Manages and executes project integration plans to achieve End State including transitioning staff members to company benefits, payroll, policies, etc., onboarding, developing processes and training in partnership with HR Business Partners to ensure a successful transfer of capabilities and achievement of desired business objectives
  • Supporting the broader enterprise-wide integration efforts, including change management, organization design, and workforce transition
  • Reduces variation from processes so that simplification is obtained and operational efficiencies are gained
  • Creates clearly defined and mutually agreeable success metrics for each new system or process and establishes a plan to track, monitor, and measure the success of those metrics
  • Uses a methodical yet collaborative approach to each project by: 1) Measuring the process and questioning the capability and quality, 2) Defining the problem statement, 3) Performing a gap analysis between the customers expectation and current process performance, 4) Standardizing solutions around best practices, and 5) Repeating the steps for continuous improvement
  • Develops repeatable, and thus scalable, plans and processes in order to speed time to market and improve operational efficiency
  • Interacts closely with a matrixed cross-functional team (both field and corporate) in order to secure alignment and solution excellence
  • Fosters an environment of empowerment, openness, inclusion, and objectivity all while striving to deliver solutions that benefit the entire organization
  • Works with our HR counterparts and identifies plans for change management, communication, and training needs
  • Responsible for all commitments within assigned organization and dependencies across the department
  • Generally requires 10+ years related experience
  • Expert project management skills
  • Ability to build partnerships with executive level leadership, mid-level managers, and front-line employees
  • A solid understanding of Mergers, Acquisitions and Divestitures
  • Strong negotiation, conflict resolution, influencing, and stakeholder management skills
  • Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
  • Strong oral and written communication skills as well
  • Highly effective presentation skills
  • Strong skills in Excel, MS Project, Visio and PowerPoint
  • Understanding of all HR disciplines, including the HR business partner role, organization development, compensation, benefits, talent acquisition, and operations is preferred but not required
15

Global Revenue Mergers & Acquisitions Deal Lead Resume Examples & Samples

  • Lead the entire acquisition lifecycle for Cisco’s Global Revenue team from due diligence through integration
  • Review and document revenue related contracts in accordance with US GAAP
  • Solve challenging problems and design new operational processes as it relates to the integration of the acquired entity into Cisco
  • Collaborate with a broad set of business partners including Corporate Development Finance, Sales and Sales Finance, Business Unit Finance, etc
  • Drive ongoing internal process improvement
  • Bachelor’s degree (required) with minimum 8 years of related work experience, at least 3-5 years in a technical revenue capacity
  • Strong technical knowledge of ASC 605 (formerly SAB 104 & EITF 00-21) and ASC 985-605 (formerly SOP 97-2)
  • Solid communication skills including the ability to explain complex revenue subject matter to non-accounting/finance business partners
  • Big 4 audit experience and CPA required
  • Ability to build trust and strong relationships with business partners
  • Ability to problem solve within a fast-moving environment with limited information a must
  • Skilled in the interpretation of revenue recognition accounting pronouncements as well as applicability to specific transactions in the context of a large US high-tech public company
  • Ability to effectively partner cross-functionally with finance and non-finance organizations (including but not limited to Sales, Sales Finance, Deals Desk, customer advocacy, legal, business units/technology groups) in providing revenue recognition input
  • High degree of partnering skills: Personal integrity; drive for results; forward thinker; performance-oriented, proactive and cross functional thinker
  • Strong and effective communications across multiple levels of the Company and across multiple functional organizations
  • Ability to participate / leverage cross-functional and global teams
16

Financial Analyst Wpr Mergers & Acquisitions Resume Examples & Samples

  • Support activities related to Mergers and Acquisitions and WPR ensuring allocation alignment and facility integration activities
  • Support activities related Office of the Chairman and CEO, including John Chambers, Gary Moore, Rob Lloyd such as Cloud initiative, Corporate donations and other initiatives
  • Enabling the Annual Budget and Quarterly Commit submissions
  • Driving the monthly/quarterly Financial Review processes
  • Review PRs ensuring it aligns to budgeted spend
  • Engage with business partners in process mapping and improvements which may involve other cross functional finance teams
  • Ensuring the financial processes align with GAAP principles, in applicable areas like
  • Lease Accounting, Fixed Assets , Corporate donations
  • Be able to support ad hoc projects
  • Very strong business partnering skills, with ability to influence and drive positive spending behavior
  • Strong financial analytical skills in managing budgets and month end process
  • Ability to take assigned projects and tasks from conception to completion
  • To be a team player and at the same time take lead in appraising on financial acumen
  • Ability to deep dive and at the same time work effectively under time management
  • Skilled in Excel, and in-house tools like Hyperion Fetch, Planit
  • Ability to work in a “virtual” organization and cross functional team
  • Accounting knowledge
  • Skilled in Business Objects
17

Mgr, Mergers & Acquisitions Resume Examples & Samples

  • Create and maintain a pipeline of organizations for acquisition
  • Provide target screening & pre-deal assessment/valuation
  • Perform financial Due Diligence
  • Liaise with internal stakeholders and external due diligence teams (legal/financial)
  • Assist in the negotiation of the principal legal documents of the acquisition
  • Undertake risk analysis
  • Develop post-merger integration plan
  • Business Development
  • Commerical and Industry Relations
  • Facilities
  • General Management
  • Operations
  • Quality
  • Supply Chain Management
18

Ibd Mergers & Acquisitions Administrative Assistant Resume Examples & Samples

  • Provides administrative support in a complex team environment to a senior group or Executive
  • Coordinates complex, senior-level internal/ external meetings and conference calls
  • Handles a high volume of phone calls and interacts with high level business leaders in a professional and effective manner
  • Supports internal and external managers or clients
  • Responds and follows up on client requests
  • Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics
  • Coordinates a high volume of domestic and international travel arrangements and processes expense reports
  • Maintains understanding of firm policies and handles certain issues independently
  • Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events
  • Requires excellent interpersonal and communication skills
  • Ability to maintain high standards despite pressing deadlines
  • Ability to solve problems quickly and efficiently
  • Strong knowledge of general business, corporate and government cultures
  • Ability to handle highly sensitive, confidential and non-routine information
  • Self-starter with excellent anticipation skills; problem solving; follow up
  • Demonstrated dependability and sense of urgency about getting results
  • Demonstrates high degree of integrity and confidentiality
  • Comfortable working with people at all organizational levels
  • Comfortable working in a sometimes hectic, high pressure environment
  • Ability to display a consistent, professional degree of communication
  • Ability to work well under pressure, adapt to unexpected events, and prioritize and multi- task in a deadline driven environment
  • Must be able to prioritize a variety of time-sensitive tasks
  • Must have excellent judgment; independent thinker and resourceful
  • Strong proficiency in MS Word, Excel, PowerPoint and Outlook
  • Team player with a positive attitude
  • Highest degree of integrity, professionalism, diplomacy and discretion required
  • Prefer 5+ years of experience
19

Senior Mergers & Acquisitions Corporate Attorney Resume Examples & Samples

  • Negotiating and drafting corporate agreements
  • Negotiating and drafting documents related to complex business transactions
  • Advising clients on cross border transactions
  • Advising clients on general corporate governance matters
  • At least six years of substantive firm experience
  • Top academic credentials and writing skills
  • Experience in mergers and acquisitions and healthcare, venture capital and/or private equity
  • Sophisticated experience
20

Senior Financial Analyst Mergers & Acquisitions Resume Examples & Samples

  • Valuation, due diligence, pricing analysis for targeted businesses
  • Compiling and analysis of data from companies
  • Financial forecasting
  • Projections on revenue, expenses, and profitability
  • Communication with executive leaders on risks involved
21

Associate, Mergers & Acquisitions Resume Examples & Samples

  • MBA + >one year of experience or Undergraduate Degree in Business (Accounting, Finance, Econ) or Technical Sciences (Engineering, Physics) + three of Ibanking experience
  • Strong quantitative skills, including financial modeling and financial statement analysis
  • Quantitatively and financially-oriented, possessing the ability to succinctly express ideas
  • Exceptional critical thinking and problem solving ability
  • Excellent organization, communication and research skills
  • Strong team player; motivated self-starter
  • Desire to be part of close-knit group operating in an intensive environment
  • Strong Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word)
  • MBA, MA in Accounting, CFA, CPA, JD or equivalent
  • 3+ years investment banking experience in an industry group
  • Previous investment banking experience. Series 7/79 & 63 (within six months of employment)
  • Financial modeling
  • Analytical acumen
  • Analyzing and synthesizing data
  • Strong communication skills (verbal and written)
  • Team player with competitive drive to win
22

Internship Mergers & Acquisitions Resume Examples & Samples

  • Market and company research
  • Financial analysis and valuation of companies
  • Conceptual tasks
  • As possible output of your work: presentation to the board or top management, focusing on the company within its competitive environment, its operational and financial performance and outlook, its valuation and finally a strategic recommendation for Bertelsmann
23

Mergers & Acquisitions Resume Examples & Samples

  • Assurance of M&A transition and integration management within WWSS
  • Partner with the Corporate development and other M&A team leaders to integrate businesses and enhance for unique situations
  • Create and maintain detailed M&A transition plans, working with the Integration Management Office to create the WWSS M&A Playbook and assess status of each transition with a view to maximizing readiness; learn from current activity to improve playbook requirements, due diligence and to increase success of future M&A activity. Provide bi-weekly summary to management with status on deliverables and dependencies and recommendations in alignment with Sales and Services
  • Support in data analysis e.g. customer install base, customer migration plans, channel transition etc. that adds value to the overall plan
  • Track and analyze Sales & Services GTM success metrics with a Global Sales and Services M&A dashboard/scorecard and escalate any deviation from established plan
  • Manage the plan to on-board existing acquired sales, technical support teams and partners to drive continued billing and revenue flow short and long term
  • Participate in the validation of the initial strategy and provide constructive feedback around potential internal and external issues
  • Collaborate with Learning to provide the right content, tools and levels of training to create new M&A product experts (sales, and technical support)
  • Assist in supporting relationships with acquired Customers and potential Channel partners
  • Strong focus on internal and external awareness around the GTM strategy of acquired businesses
  • Prepare reports as needed for management requests
  • BS/BA required
  • 8+ years experience in business planning, project management, sales operations, channel management
  • Excellent understanding of our market space, including key business issues and marketing trends
  • Excellent communication skills and confidence in working with a broad range of colleagues and executives
  • Ability to work and lead change cross-functionally
  • Presentation, Communication, understanding of audience and concise provision of value-added information
  • Attention to detail and recognizing of potential risks
  • Strategic thinking & stong analytic skills
24

VP-mergers & Acquisitions Resume Examples & Samples

  • Master’s degree in Business Administration, Finance, Economics, Accounting, Mathematics or related field or foreign equivalent and at least three (3) years of investment banking experience within a Mergers and Acquisitions group providing strategic advice to and executing strategic transactions for U.S. and multinational corporate clients
  • Series 79 and 63 licensing required
  • Preference for background to include accounting and law
25

Mergers & Acquisitions Director Resume Examples & Samples

  • Sourcing acquisition opportunities
  • Valuation, including DCF, comparable transaction, comparable trading
  • Development of presentation materials for executives and board of directors discussions
  • Maintaining comparable transactions database
  • Managing integration activities
  • Developing and maintaining industry relationships with emerging education companies
  • BA/BS Degree in Business or Finance
  • 5+ business experience with minimum of 2 years investment banking experience
  • Professional demeanor and ability to effectively communicate with senior leaders and external counterparts
  • Strong work ethic including attention to detail
  • Strong excel and PowerPoint skills
  • Strong ability to build collaborative internal and external business relationships
  • Strong analytical skills; ability to think creatively about problem solving and opportunity evaluation
  • Possesses a solid understanding of Company's markets, products, players, and technologies
  • Team player with the ability to build consensus across various internal and external stakeholders
  • Proactive approach to responsibilities
  • Ability to manage multiple competing priorities
  • Outstanding financial modeling skills
26

Senior Consultant, Mergers & Acquisitions Resume Examples & Samples

  • Contribute to strong client relationships through interactions with client personnel
  • Participate in industry research / market mapping to assist in identifying potential acquisition targets – for both private equity investors and corporate strategic buyers: and leading companies that should be targeted by the firm as potential clients
  • Be involved in financial modelling
  • Prepare business development / marketing documents including presentations and pitch books
  • Prepare key selling documents
  • Understand engagement as it relates to client’s business
  • Assume responsibility for certain components of engagements
  • Contribute to engagement planning and ensure that deliverables meet the project timetable
  • A degree qualification and approximately 2-3 years of related work experience within a large organisation
  • An efficient use of research databases
  • Excellent interpersonal and relationship-building skills
  • A dedication to teamwork
27

Executive Assistant, Mergers & Acquisitions Resume Examples & Samples

  • Handle heavy phone call volume – answer calls with proper phone etiquette, screen and redirect calls and manage incoming inquires. Relay messages in a timely manner and have the ability to prioritize urgent and competing messages
  • Manage and maintain frequently changing calendars via Outlook, including detailed meeting and appointment scheduling, coordination of departmental meetings, cross-functional meetings and cross-divisional meetings. Handle all logistics associated with in-person meetings, conference calls, webinars, appointments, and/or conferences; reserve conference room(s) and coordinate any meeting needs
  • Assist with meeting preparation – accurately preparing meeting materials and correspondence, testing technology (webinar, video-conference, etc.), confirming conference room availability and tidiness, ordering meals as needed
  • Greet external visitors and escort guests to meeting location
  • Arrange and confirm complex travel arrangements, both international and domestic; adjust and update travel itinerary as needed, in a timely manner
  • Prepare, submit and track expense reports; ensure reports are consistent and within company policies and completed in a timely manner
  • Manage and update contact information for the M&A team, senior executives and other key clients
  • Create, format and edit documents in Word, Excel and PowerPoint
  • Assist in various ad-hoc projects as needed
  • Highly proficient in Microsoft Office, including Outlook, Word, PowerPoint, and Excel
  • Knowledge of Concur is a plus
  • Excellent verbal and written communication skills, including ability to draft correspondence with minimal direction
  • Exceptional interpersonal skills and strong team orientation
  • Excellent and professional phone etiquette
  • Ability to interact with senior-level and C-suite executives professionally
  • Expert in multi-tasking, organizing, and prioritizing a must
  • Strong attention to detail and follow-up skills
  • Ability to maintain confidentiality and discretion for highly sensitive information
  • Excellent judgment and demonstrated problem solving capabilities
  • Willingness to learn, take initiative, and adapt to new responsibilities
  • Flexibility to work overtime, as requested/needed
  • Takes initiative, anticipates the needs of the team and adapts to new responsibilities
  • Ability to build strong networks and relationships across Time Warner
28

Associate Director, Mergers & Acquisitions Resume Examples & Samples

  • At least 5 years experience in executing M&A transactions
  • A high level of commercial acumen and strong financial analytical skills
  • Ability to build relationships internally and externally which will assist you in creating opportunities for our clients
  • Have strong communication skills and be able to work within a team environment
  • A desire to perform at the highest level and develop your career
  • Tertiary qualifications in Finance, Commerce or similar disciplines
29

Mergers & Acquisitions Professional Resume Examples & Samples

  • Active involvement in client interaction at a senior level
  • Help buyers or sellers manage the transaction process from beginning to end
  • Analyse company financial statements
  • Peparing pitch documents, market analyses, information memorandums, management presentations, datarooms,.
  • Manage a team
30

VP, Mergers & Acquisitions, Europe Resume Examples & Samples

  • Lead day-to-day execution of transactions
  • Provide sector teams with M&A support
  • Support senior members of M&A team
  • Proactively identify operational risks/ control deficiencies in the business
  • Review and comply with Firm Policies applicable to your business activities
  • Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly. Failure to do so may subject you to disciplinary action, up to and including termination
  • Lead day-to-day execution of M&A transactions, including: developing deal structure, leading day-to-day client interaction, managing project responsibilities and deliverables, developing financial and strategic advice, overall project management
  • Developing existing client relationships and continuing to build client network to assist in deal origination
  • Developing valuation and strategic advice and proposals for clients across a broad range of sectors
  • Provide sector teams with M&A support on pitches, on-going client matters and deal execution
  • Mentoring and support of junior members of the M&A and sector teams
  • Proactively identify operational risks / control deficiencies in the business
  • Undergraduate university degree
  • Solid experience in investment banking / financial advisory
  • Strong public and private M&A transaction experience across both buy-side and sell-side
  • Committed to a career in M&A
  • Team player as you will be working across a variety of sector groups and expected to manage junior bankers in both a developmental and strategic sense
31

BA&S Associate Partner Mergers & Acquisitions Resume Examples & Samples

  • Work with IBM Account Partners to establish account-specific programs to position M&A integration services to address specific Client M&A activity
  • Provide thought leadership around M&A integration services combined with deep hands-on experience
  • Work with CFO organization of external clients to develop finance vision and blueprints around M&A aligned to the Client's strategy
  • Work closely with clients to align market needs with M&A integration services in conjunction with organizational redesign, operating model and shared services optimization solutions
  • Drive business case and deliverable development through to execution, measurement and benefits realization
  • Be accountable for the delivery and success of M&A integration service engagements and Service Line financials
  • Develop and maintain key CFO relationships at clients to generate and build business
  • Identify and lead new business opportunities, within existing and new accounts, creatively participating in the development of sales and related solutions
  • Provide overall leadership in the quality and execution of consulting engagements
  • Manage multiple, complex sales and delivery engagements simultaneously, oversee large program teams, and collaborate cross-functionally
  • Estimate complex program/projects - from a solution, resource needs, and budget perspective
  • Be a proven communicator with the ability to motivate teams (both internal and external) and build alignment around goals and objectives
  • Establish strong, trusted relationship with clients to understand needs and provide guidance and leadership for M&A integrations solutions
  • Bring knowledge and expertise of finance transformation related to mergers and acquisitions as well as industry knowledge
  • Serve as an integral team member of the BA&S Distribution Leadership team
32

Associate, Mergers & Acquisitions Resume Examples & Samples

  • Executing and supporting the origination of M&A transactions including public and private sell-sides, buy-sides, etc
  • Building and maintaining complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading and transaction analyses
  • Analyzing companies in the industry and working directly with the coverage team
  • Drafting pitch books, selling memoranda and management presentations
  • Managing several projects at once and working effectively as an individual and as part of a team
  • Recent MBA graduate
  • Experience in M&A investment banking preferred
  • Strong quantitative/analytical skills
  • Track record of superior performance in extracurricular and professional activities
  • Ability to learn quickly and take on new responsibilities
  • Mastery of software applications, primarily Excel and PowerPoint
33

Analyst Mergers & Acquisitions Resume Examples & Samples

  • Gathering and analyzing financial and operating information related to companies in diverse sectors
  • Gathering market data to analyze trends and help value companies and transactions
  • Creating, drafting and taking ownership of presentations and other documents to be used for internal purposes or at client meetings
  • Undergraduate education with strong academic standing- Bachelor of Arts in Economics / Finance is a plus
  • Strong analytical and modeling skills
  • Fluent in English is required
  • Commitment to deliver the highest quality work product; strong attention to detail
  • Knowledge of accounting and financial concepts; ability to analyze and value businesses
  • Ability to effectively prioritize and handle multiple tasks under tight deadlines
  • Strong team player able to work effectively individually and in a team environment
  • A positive, highly motivated attitude with strong leadership and management qualities
  • Demonstrate best in class professional integrity
  • Proactive and positive, self motivated and goal oriented
  • Strong work ethic and demonstrated commitment to excellence
34

Associate, Mergers & Acquisitions Resume Examples & Samples

  • 3 – 5 years of previous corporate accounting/finance/investment banking experience combined with completion of an MBA, CA and/or CFA, is preferred
  • Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames
  • Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including financial modelling
  • Well-developed verbal and written communication skills and ability to effectively distill and succinctly communicate the results and implications of complex analyses to internal and client representatives
  • In-depth knowledge and understanding of accounting principles relating to financial statement preparation and business combinations
  • Excellent interpersonal and presentation skills, to actively participate in developing and maintaining productive internal and external relationships
  • Demonstrated job commitment including a willingness to work, as well as personal flexibility and adaptability in order to meet client deliverables and timelines
  • Ability to mentor and train junior professionals
35

Director, Mergers & Acquisitions Resume Examples & Samples

  • 5-7 years of previous investment banking or corporate finance experience, preferably with direct Mergers & Acquisitions experience
  • MBA, CA and/or CFA is preferred
  • Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming high levels of responsibility for assignments to be completed within short time frames
  • Well-developed analytical skills evidenced by an ability to define what drives outcomes, to surface potential alternative hypotheses and to test alternatives using insightful analysis
  • Well-developed written and verbal communication skills and ability to effectively distill and succinctly communicate the results and implications of complex analyses to internal and client representatives
  • Well-developed presentation skills evidenced by ability to be a focused, confident and persuasive presenter
  • Well-developed interpersonal, teamwork and relationship building skills in order to develop, manage and leverage relationships with clients, and internal and/or external business partners
  • Detailed working knowledge of the financial markets to assess impact of market conditions
  • Working knowledge of all related securities rules and regulatory requirements in order to either advise clients effectively
  • Strong technical skills as it relates to basic computer applications (Excel, Word, PowerPoint), industry technology (Bloomberg) and applicable software
  • Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC Capital Markets
36

Advisor Mergers & Acquisitions Resume Examples & Samples

  • Works with verticals, geographies and industries to identify and research potential global acquisitions, divestitures, mergers, joint ventures and related strategic transactions in support of corporate strategy. Performs evaluations including company analysis, market and industry analysis, impact to the business model and evaluation of commercial strategy and operational execution
  • Performs and/or leads due diligence activities to ensure the consistency of information provided by potential acquisition targets. Performs integrated revenue and expense analysis and projections. Coordinates efforts and collaborates with multiple functional teams such as Financial, Legal, Human Resources, Sales and Operations to ensure a comprehensive understanding of the business, risks and opportunities
  • Analyzes and develops financial models for business valuations to support decision making. Identifies trends and developments in competitive environments and presents findings to management
  • Identifies risks and issues related to integration planning, timeliness and functional areas. Formulates mitigation plans for integration. Works with integration team involving representatives from across the organization
  • Interacts and collaborates with senior internal and external functional personnel on significant matters in converting strategic interest intent into the identification, engagement, diligence and execution of transactions. Prepares and presents management findings that clearly articulate deal aspects. Participates in negotiations as appropriate
  • Bachelor's degree in business administration, finance, economics or related field preferred
  • Ten or more years experience in financial analysis, strategic planning, corporate development, analytical or related role
  • Experience working with a global organization of size, scope and complexity
  • Experience working with technology and/or services intensive business
  • Experience working with industry services and offerings as well as emerging markets
  • Experience working with international best market practices and global trends in represented entity
  • Experience working with government contracting and associated accounting requirements (as appropriate)
  • Strong analytical and quantitative skills to frame analysis, identify insights from complex data and synthesize how those insights might impact business strategy
  • Strong problem solving skills to identify, structure, analyze and develop actionable recommendations
  • Strong communication skills to deliver clearly complex information, issues and recommendations
  • Strong interpersonal and influence skills to cultivate relationships and interact across all levels within and outside of the corporation
  • Ability to work effectively in teams, across geographies; communicate ideas clearly and confidently, articulate issues and recommend solutions
  • Ability to formulate insights around complex business problems
  • Ability to manage multiple concurrent projects
  • Analytical orientation with ability to develop and use metrics to make business case and align to corporate strategy
37

CIB Investment Banking Mergers & Acquisitions VP Resume Examples & Samples

  • Transaction execution: manage due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
  • Lead on presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
  • Key topics/areas of focus: Inversions (impact of new rules), Public offers, Defence, Activism, Break-fee and reverse break & regulatory fees, Post-offer squeeze-out mechanisms, Treatment of convertibles in public offers, walk-away rights, Reverse take-overs, Dual-listed stock structures and JV governance and exit mechanism
  • Leading analysts and associates and performing quality control on their work will also be part of the role, as will be liaising with other corporate finance / capital markets teams within the bank
  • Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
  • Significant Investment Banking experience (ALF, ECM, IB coverage, etc.)
  • Proficient in mainstream IT investment banking / capital market software (Bloomberg, Datastream, Dealogic…)
  • Strong interest and focus on deal execution
  • Solid communication and project management skills
  • In-depth understanding of investment banking products is preferable (can be enhanced and further built via training)
  • Experience in dealing with clients and other transactional advisers is preferable (can be enhanced and further built via training)
  • Strong team player
  • Proficient in MS office applications
38

Associate, Mergers & Acquisitions Resume Examples & Samples

  • Conducting research and analysis to support the team in evaluating potential acquisitions, investments and other strategic growth opportunities
  • Managing the due diligence process for acquisitions and investments including reviewing and analyzing information received
  • Drafting of board memos and presentations to senior management as part of transactions and strategic reviews
  • Close interaction with Time Warner divisions and business units (including tax, accounting, legal, treasury and investor relations) on transactions
  • Competitive benchmarking analyses including research and internal data gathering
  • Monitoring trends in the media sector including peer performance
  • Evaluating past investments and acquisitions
  • Potential travels (domestic and international) to attend internal or external meetings
39

Mergers & Acquisitions Lawyer Resume Examples & Samples

  • Admission to practice law in Hong Kong, US, England or other common law jurisdictions
  • At least 6-8 years post-qualification experience in M&A
  • Candidates with good working knowledge of public takeover regimes in Asia will be viewed favourably
  • Candidates with relevant in-house experience with comparable banking institutions will be viewed favourably
  • Fluent in English and Chinese, both written and oral
  • Ability to read simplified Chinese is essential Ability to “own” projects, take initiative, and ability to find solutions that balance legal and commercial requirements
  • Strong drafting, negotiation and legal analytical skills
  • Able to communicate well and work in a cross-functional team to achieve common goals
  • Ability to build strong relationships with key stakeholders including Investment Banking professionals, risk and control functions as well as external counsel
  • Ability to identify and escalate issues timely and appropriately
  • Ability to work under pressure, prioritize and respond to business needs and goals
40

VP-mergers & Acquisitions Resume Examples & Samples

  • Participate in substantial day-to-day deal/engagement execution
  • Build long-term relationships with clients and prospects
  • Developing new ideas for client activity
  • Work independently, producing high quality work
  • Invest expertise to further develop Associates professionally
  • Interest in active calling in conjunction with senior bankers
  • Very strong financial modeling/valuation and analytical skills
  • Hands on, roll-up your sleeves mentality
  • Strong organizational, communication and leadership skills
41

Corporate Mergers & Acquisitions Resume Examples & Samples

  • Strong financial analysis skills, experience in the execution of M&A transactions, knowledge of the Financial Services industry, strong project management and interpersonal skills, negotiation skills preferred.   
  • Minimum 3+ years of experience in investment banking in M&A transactions or Financial Institutions Group; 6+ years of overall experience in the finance industry
  • Financial Services Experience, highly desirable
  • Bachelor's degree required, Master’s in Business Administration, or similar Finance degree preferred
42

Management Consulting Mergers & Acquisitions Senior Associate Resume Examples & Samples

  • Leading teams that foster a productive teamwork environment, as well as coaching staff including providing timely meaningful written and verbal feedback
  • Participating actively in client or management discussions to gather data and understand issues
  • Managing and conducting quantitative and qualitative analyses of complex dat
43

Associate, Mid-market Mergers & Acquisitions Resume Examples & Samples

  • Corporate Finance Division Lines of Business
  • BMO Capital Markets
  • BMO Wealth
  • Personal & Commercial Client Group Partners
  • Corporate Audit
  • Business Acumen (in-depth)
  • Business Valuation (in-depth)
  • Conflict Management & Resolution (in-depth)
  • Consulting (in-depth)
  • Environmental Understanding (in-depth)
  • Financial Understanding (in-depth)
  • Negotiation (in-depth)
  • Problem Solving (in-depth)
  • Relationship Management (in-depth)
  • Risk Management (in-depth)
  • Sales & Service Processes (in-depth)
  • University undergraduate business degree with an outstanding level of academic achievement
  • CA, CMA, CBV, MBA or CFA designation are considered a strong asset, but not essential
  • 3 to 5 years related business experience with at least 2 years of M&A experience with a relevant boutique M&A advisory firm, a Financial Advisory group within a large national or multinational accounting firm or within an M&A division of an Investment Banking Group
  • Knowledge of and experience in sophisticated financial analysis and evaluation techniques including discounted cash flow analysis, leveraged buyout analysis, comparable trading analysis, and comparable precedent transaction analysis
  • Broad M&A business and/or industry knowledge
  • Well- developed relationship management skills
  • Must be highly proficient in analyzing complex financial information
  • Understanding and demonstrated knowledge of public and private equity markets
  • Strong interpersonal and communication skills, both written and verbal, in order to deal effectively with both internal and external customers
  • PC skills including PowerPoint, Word and Excel (high level of fluency required)
  • Understanding of Capital IQ, is required. Knowledge of other industry databases is preferred
  • Must have a good and demonstrated understanding of lending and financing principles to assist in M&A advisory assignments
  • Must be able to work independently, on a number of concurrent transactions and with limited high-level direction
  • Exposure to a wide variety of industries and types of transactions
  • Business acumen
  • Superior project management skills
  • Mature and self-confident; able to defend own point of view, able to sell
  • Ambitious, self-starter; high energy level and action-oriented
  • Naturally curious, interested in others
  • Creative lateral thinker with superior intellect
  • Committed to achieving established goals
44

Management Consulting Mergers & Acquisitions Director Resume Examples & Samples

  • Building solid and collaborative relationships with team members, foster a productive teamwork environment, lead teams to generate a vision, leverage diverse views, and help develop and grow team members throughout the course of every engagement
  • Managing and delivering significant business results that reflects strategic and creative thinking, individual initiative and the following abilities
  • Communicating complex material effectively in written and oral formats to various audiences
45

Senior Analyst, Mergers & Acquisitions Resume Examples & Samples

  • Conducts analysis on prospects for profitable organizational growth including analysis of expansion activities (investments, acquisitions, corporate alliances, etc.), new revenue sources
  • Leads and conducts analysis on new lines of business which includes performing primary and secondary research that supports comparison of options, building competitive landscape scenarios, and performing ROI analysis
  • Continually tracks the digital/mobile landscape, creating proposals for new or existing digital products that align with Tronc business strategy and creating actionable recommendations to review with management
  • Develops benchmarks and ongoing monthly reporting to measure progress of initiatives
  • Approaches projects methodically, surfacing both quantitative and qualitative factors related to potential partnerships
  • Summarizes and presents results to cross-functional teams
  • Negotiates complex contracts with legal and financial implications as well as structuring and closing business development deals
  • Bachelor’s degree required in a business related field and an MBA is preferred
  • Must have five years to seven years of business development, corporate development and/or analytic experience
  • Must be a self-starter with ability and confidence to determine best course to analyze and model results for initiatives
  • Must possess strong relationship-building skills, both with external partners and internal stakeholders
  • Able to work effectively under pressure
  • Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment
  • A critical thinker who can quickly evaluate and analyze companies and financial information
  • Excellent analytical and quantitative skills, as well as strong writing and communication skills
  • Strong working knowledge of Excel, Word and PowerPoint
  • Ability to work effectively with senior professionals in an engagement team
  • Ability to master new tasks quickly
  • Demonstrated commitment to obtaining outstanding results
46

Mergers & Acquisitions Tax Manager Resume Examples & Samples

  • Tax consulting and planning--e.g. analyzing proposed transactions for unusual tax risks for undetermined tax benefits
  • Strategy formulation and financial modeling--e.g. performing financial analyses to assess the tax consequences of specific transactions
  • Applying and interpreting U.S. federal income tax law as it relates to tax due diligence exercises, including Subchapter C corporations, partnerships, consolidated groups, corporate bankruptcies and insolvencies, tax efficient structuring and use of debt, the reorganization provisions of the Internal Revenue Code, and technical writing and reviewing of opinion letters and memoranda
  • Identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; and,
  • Leading teams: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback
47

Mergers & Acquisitions Tax Director Resume Examples & Samples

  • Transaction structuring for tax issues and corporate restructuring--e.g. advising clients on tax-efficient restructuring
  • Due diligence--e.g. interpreting complex legislative and regulatory actions relating to corporate and partnership transactions, assisting clients with regulatory and legislative initiatives, and preparing for client review submission requests for private letter rulings and technical advice from the IRS; and,
  • Applying and interpreting U.S. federal income tax law as it relates to tax due diligence exercises, emphasizing Subchapter C corporations, partnerships, consolidated groups, corporate bankruptcies and insolvencies, tax efficient structuring and use of debt, the reorganization provisions of the Internal Revenue Code, and technical writing and reviewing of opinion letters and memoranda
48

Senior Legal Counsel Mergers & Acquisitions & Strategic Transactions Resume Examples & Samples

  • Provide expert legal, transactional, structuring, strategic and tactical advice and counsel to Scotiabank’s senior executive management team, each of its principal business lines, its strategic transactions and review team and various key support functions in connection with domestic and international M&A Transactions with a view to the Bank's values and objectives and an awareness of the need to minimize reputational, legal, financial and regulatory risk
  • Provide sophisticated advice and counsel to Scotiabank’s senior executive management team and its business lines with respect to complex commercial arrangements, financial advisory mandates, commercial disputes and regulatory matters
  • Negotiate contractual terms and protections with CEOs, CFOs, CLOs and other senior executive officers of transactional counterparties, senior partners at leading law firms in Canada, the United States and internationally and prominent investment bankers at leading global investment banks
  • Make strategically important decisions in the context of a demanding, time sensitive, often hostile and complex transactional environment, including with respect to deal strategy and tactics, transactional terms and conditions and legal and structural significance, which have the potential to significantly impact Scotiabank’s position
  • Review, draft and negotiate complex legal documentation that protects Scotiabank’s interests and has the potential to generate significant revenue and avoid significant financial loss
  • Perform complex evaluations of acquisition candidates in high volume due diligence exercises to identify and assess legal, commercial and reputational risks and contingencies that impact valuation, pricing, the ability to complete a transaction and ensure Bank objectives are met
  • Lead sell-side transactions involving Scotiabank subsidiaries and assets (including portfolio sales)
  • Conduct complex, highly sophisticated legal research and analysis in connection with M&A Transactions and commercial arrangements
  • Engage, direct and manage teams of external legal counsel, which often include specialists in the areas of corporate/commercial, securities, regulatory, competition, tax, real estate, employment and labor, pensions and benefits, intellectual property, litigation and information technology
  • Develop and maintain subject matter expertise in multiple jurisdictions in the complex fields of mergers and acquisitions, corporate and commercial law and other specialty areas relevant to Scotiabank’s M&A Transactions
  • Assist with the settlement and resolution of legal disputes relating to M&A Transactions and advisory mandates
  • Improve transactional efficiencies and ensure significant cost savings by taking on the major responsibilities of drafting and negotiating transactional documentation, internalizing the initial stages of a transaction process and creating sophisticated template transactional documents
  • Provide strong team leadership to motivate and develop individual and team performance of direct report and external advisory teams
49

Analyst Mergers & Acquisitions Resume Examples & Samples

  • A bachelor's degree and 1-2 years of related work experience
  • An excellent working knowledge of Excel to develop financial models
  • The ability to manage multiple tasks simultaneously
  • A willingness and ability to travel as necessary
50

Senior Consultant Mergers & Acquisitions Resume Examples & Samples

  • Assist corporates and financial investors in managing a M&A process from deal sourcing through final closing
  • Assist in drafting all transaction documentation such as proposals, teaser, information memorandum, management presentation
  • Assist in identifying a long list of potential buyers
  • Assist in developing a business model in order to make a valuation of the company
  • Be involved in M&A processes, MBOs, mergers from A to Z
  • Assist in giving financial advice to clients
51

Mergers & Acquisitions Consulting Leader Resume Examples & Samples

  • Establish relationships from an existing network of contacts; build new PE and other business relationships
  • Develop opportunities for Aon from relationships
  • Work with and assist originators in establishing relationships and developing opportunities
  • Be viewed as a thought leader; proven credibility both externally and internally
  • Communicate and capture the value that Aon brings to clients
  • Prepare proposals, white papers, articles, etc. and make presentations to clients
  • Provide ongoing relationship management oversight to private equity clients
  • Manage and/or mentor more junior AMAS staff
  • Travel required
  • Minimum five years related insurance experience or five years legal, accounting, or consulting experience
  • Understanding of financial statements
  • Ability to perform under pressure and manage multiple priorities
52

Director, Mergers & Acquisitions Resume Examples & Samples

  • Works closely with GE Digital’s Global Head/VP M&A Strategy, members of the BD team and leadership teams to execute M&A activities aligned to the vision, strategy and business plan in pursuit of deals and partnerships
  • Develops revenue modeling and financial risk analysis of business opportunities and manages business performance metrics
  • Executes M&A initiatives in close partnership with the Global Head of M&A and Digital leadership team members, including sourcing, diligence, and transaction execution
  • Provides regular presentations in various company forums
  • Previous experience in M&A, business development, and corporate development, primarily with technology companies that provides the knowledge, skills, and abilities to perform the job (comparable to 10+ years) or equivalent and relevant combination of education, training, & experience
  • Bachelor’s Degree Economics, Finance or MBA strongly preferred
  • Successful track record as a corporate development professional,
53

Director, HR Mergers & Acquisitions Resume Examples & Samples

  • Partner with the sponsoring business HR Business Partner, Business Development and the Integration team on all M&A deals as it relates to diligence, integration planning, execution, and transition
  • Work across HR and cross functional partners to create and manage project plans including acquisition milestones and activities (from due diligence, offers, employee on-boarding, and integration transition)
  • Develop strong relationships with acquired teams and founders
  • Lead HR due diligence to manage assessment of target company’s HR policies, practices, benefits, and culture, mitigate deal risks, and document findings to track integration actions
  • Partner with Recruiting and HRBPs on talent assessment as it relates to headcount, compensation, job mapping, offers, workforce planning, and org structure
  • Drive engagements with HR of the newly acquired employees in understanding how their business fits into the broader GED, how to work within a matrixed organization, operating rhythm/calendar, and what resources are available to them to help them learn more about GE Digital’s culture
  • Identify employee immigration and global mobility needs of target company and work with appropriate teams to initiate visas and/or relocation
  • Lead functional plan development consistent with the overall integration strategy; create team awareness of cross-functional interdependencies; establish prioritization for plan execution to minimize disruption of integration activities on the ability to sustain business operations
  • Works with global HR partners and Legal to ensure integration plans are delivered consistently across the globe and in compliance with regional and local processes and policies
  • Oversee Day 1 planning and on-boarding for acquired teams, collaborating with IT, O&TD, and HR Ops to provide a world class employee experience
  • Work with cross functional partners to manage post-close transition related to payroll, benefits, recruiting, compliance, learning and development, culture, and performance management
  • Understand systems workflows to maintain updates required for new entities, cost centers, locations, and orgs
  • Create and lead scalable HR processes and tool improvements related to diligence, planning, and playbook in conjunction with process owners and key stakeholders
  • Manage HR related post-close integration activities in coordination with Business Development, Integration office, aligned HRBP’s, and business sponsors
  • Partner with HRBP team to monitor and analyze data related to performance, retention, and satisfaction of M&A hires and propose recommendations as required to aligned HRBP’s and leadership
  • Master’s Degree in Human Resources, Business Administration or related field with 6 years’ progressive HR experience OR Bachelor's Degree in Human Resources, Business Administration or related field with 8 years’ progressive HR experience
  • At least 6 years of total HR experience and 3 years in a HR M&A leadership role, including full lifecycle (due diligence to integration) management of M&A deals from an HR perspective
  • At least 3 years direct or indirect management of HR teams
  • Experience working on complex, cross-functional projects with multiple stakeholders
  • Experience with organization design and workforce planning
  • Experience analyzing and editing M&A-related contracts from an HR/people perspective strongly preferred
  • Demonstrated capability to influence HR and business leaders
  • Willingness to travel internationally (up to 40% travel required)
  • Ability to be available at off hours during heavy deal execution times and travel at short notice as there may be unpredictable travel requirements at times, dictated by the location of the deals
54

Managing Director, Mergers & Acquisitions Resume Examples & Samples

  • Develop inorganic growth strategy to identify and select acquisition targets, serving on due diligence teams to evaluate acquisition and partnership opportunities
  • Conduct competitive analysis and benchmark the competition
  • Team with GE Power business leaders to establish Return-on-Investment estimates and team with marketing experts to establish go-to-market strategies
  • Identify white-space opportunities and lead planning efforts for GE Power’s entry into new spaces
  • Team with consultants to bring the latest insights and strategies to GE Power Digital Solutions’ team
  • Research regulatory factors and assess industry impact
  • Lead target and disposal valuation process (cash flow, asset base, comparables, etc.) including definition of purchase price, 10-year business plan, and identification of synergies and structure of the deal
  • Evaluate and structure deals, lead acquisition or disposition process including internal opportunity review, due diligence process, contract negotiation, and early identification of integration issues
  • Identify networking activity within Investment Banks, Advisor, Private Equity Funds, Consultants, and other Industrial Players in the segments
  • Serve as advisor to key GE Power leaders & businesses
  • Deliver an executable market landscape for inorganic activity
  • Help deliver on top tier acquisition candidates and built a successful pipeline of opportunities
  • Build a strong network across energy related VCs and financial arms and potential companies
  • Bachelor's Degree from an accredited university or college; MBA highly desirable
  • Minimum 10 years of software industry related experience, with more than 5 years with responsibility for strategy
  • Due diligence experience pertaining to software related mergers or acquisitions
  • Demonstrated ability to strategically lead businesses into new market areas
  • Demonstrated experience in B2B software applications
  • Demonstrated leadership in business communications and strategy
  • Detailed understanding and experience of Mergers and Acquisitions (M&A) processes
  • Significant deal / project management expertise
  • Bachelor’s Degree in Engineering, Finance, Economics or Business Administration
  • Master's Degree in Business Administration or Finance
  • Detailed understanding and experience in analytical analysis
  • Ability to work in a cross-functional environment and lead multiple teams
  • GE Corporate Audit Staff or Financial Management Program graduate
  • Strong financial acumen
  • Strong oral and written communications and presentation skills
  • Strong interpersonal and project leadership skills
55

Mergers & Acquisitions VP Resume Examples & Samples

  • Assist in managing and executing M&A and corporate finance advisory assignments
  • Advise clients on strategies for the acquisition, disposition, and recapitalization of businesses
  • Ensure the delivery of quality transaction services and client support
  • Minimum of five (5) years of progressive experience in professional corporate finance advisory functions, investment banking, commercial banking, consulting, and/or public accounting with some supervisory experience
  • Proven commitment to continuous learning in order to stay current with M&A and corporate finance transaction strategies
  • Capable of providing direction and leadership in order to build a strong team environment
56

Mergers & Acquisitions Tax Director Resume Examples & Samples

  • Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and complete M&A Tax consulting projects in a wide variety of industries to a diverse client base, including financial sponsors and strategic buyers and sellers;; market, sell, design, and implement tax-planning strategies to both new and existing Firm clients and manage all financial aspects of projects, including budgeting, invoicing and collection
  • Develop relationships with the Firm’s senior-level client serving professionals both in the candidate’s local office and in other offices throughout the region; ability to work closely with the Firm’s Transaction Advisory Services professionals, as well as colleagues in the Firm’s other tax, audit and advisory service lines
  • Manage, develop, train, and mentor M&A Tax staff on tax projects and assess performance for engagement and year-end reviews, including staff that may be located in other offices
  • Work effectively with national M&A Tax Services team in all aspects of practice development and leadership, including proficiency in change management
  • Bachelor's degree in Accounting. CPA, Masters in Taxation or JD
  • A minimum of eight years of progressive federal tax consulting experience, as well as some amount of business entity tax compliance experience in public accounting or a combination of corporate and public accounting experience
57

OCM Mergers & Acquisitions Senior Manager Resume Examples & Samples

  • Provide service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement
  • Lead and contribute to business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc
  • Lead and contribute to practice development initiatives including culture building, internal community involvement, eminence, recruiting, whitepapers, etc
  • Minimum of eight (8) years’ relevant experience, including change management initiatives, organizational design and development, learning solutions, talent solutions, technical adoption, and/or sales force effectiveness
58

Referral IT Mergers & Acquisitions Resume Examples & Samples

  • A willingness to travel 80 - 100% of the time (Monday – Thursday / Friday)
  • 3+ years of relevant industry or consulting experience
  • 1+ years of team lead experience
  • Experience driving a client team
  • Flexibility to adapt to changing strategies and plans
  • Independence and ability to make strategic decisions
  • 2 years of experience in one or more technology disciplines (Oracle, SAP, IT strategy, application portfolio management/rationalization, project portfolio management, IT governance)
  • Must have participated in one or more M&A projects that included IT Infrastructure, data center migration, IT Cost Reduction, application rationalization, or project portfolio management
  • Bachelor’s Degree or 4 years equivalent professional experience
59

Tax Senior Associate Mergers & Acquisitions Resume Examples & Samples

  • Work with and assist other senior members of the M&A Tax practice with various technical tax issues dealing with consolidated returns, S Corporations, partnerships, and limited liability companies
  • Develop, motivate, and train team members
  • Minimum of 3 years' experience in federal tax M&A experience at a public accounting firm
60

VP, Mergers & Acquisitions Resume Examples & Samples

  • Transaction origination including building a robust pipeline that aligns to the strategy and the firm’s ambition
  • Creating and nurturing relationships with the key targets so that ERM is positioned to negotiate a bi-lateral agreement with those targets that are of greatest interest
  • Developing the investment case for the Board (and/or a sub-set of the Board) to consider each potential transaction including the preparation of the documents required to approve and fund the acquisitions
  • Management of the execution of transactions, including in some cases, the official management of the due diligence process through to the successful negotiation of the Sale & Purchase Agreement (and ancillary agreements)
  • Involvement in the preparation and planning for the Integration program as a bridge from the due diligence phase
  • Representing ERM at select industry events in a manner that promotes the brand of the company and supports the ongoing development of the transaction pipeline
  • Proven track record in Mergers & Acquisitions over 12+ years
  • Knowledge of the industry and markets that are relevant to ERM is preferred
  • Excellent engagement and communication abilities
61

Director, Mergers & Acquisitions Resume Examples & Samples

  • 5-7 years of post-MBA transaction execution experience either in corporate development / M&A department of a corporation, or an investment bank or similar financial services institution
  • Private equity experience also applicable
  • Work within a management consulting firm's M&A/Corporate development practice that specializes in the transaction process, as well as identification and analysis, would be appropriate
  • Demonstrated leadership skills in managing all facets of a deal with minimal oversight from more senior team members; ability to drive results for multiple projects in parallel
  • Collaborative individual with prior experience leading large and cross-functional teams
  • Strong quantitative and analytical skills; effective verbal and written communication
  • Experience in building trust with and influencing senior-level stakeholders
  • Expertise in screening and analyzing potential opportunities for strategic fit and conducting business due diligence
  • Food and/or beverage experience, as well as related consumer products background is preferred, but company will consider exceptional candidates with relevant skill sets from other industries
  • Upward mobility to help PepsiCo build a world-class senior finance executive bench
  • MBA from top Business School highly preferred
  • Must be willing and able to travel 25% of the time
62

CIB Investment Banking Mergers & Acquisitions Resume Examples & Samples

  • Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources
  • Perform full valuation analyses, including DCF, trading comparables, precedent transactions and LBO analyses
  • Prepare and review complex financial analyses, including transaction impact analyses such as earnings accretion/dilution and value creation
  • Participate in day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
  • Manage due diligence processes, including preparing virtual data rooms, tracking and coordinating the information flow, and reviewing and analyzing company information
  • Prepare descriptive memorandums, management presentations, Board presentations and other materials for use in M&A transactions or strategic client dialog
  • Monitor and evaluate current events related to the client, its industry or the transaction
  • Bachelors' degree from a leading university
  • At least 1-2 full years of experience in Investment Banking at the Analyst level. Experience in M&A is highly preferred, but will consider banking experience in an industry coverage group, private equity or similar field
  • Knowledge of corporate finance and accounting, as well as basic understanding of legal and tax aspects related to M&A transactions
  • Experience analyzing company financials
  • Ability to conduct thorough, independent research
63

Transaction Director, Mergers & Acquisitions Resume Examples & Samples

  • Negotiation of deal documents including letter of intents, purchase agreements, operating agreements, management services agreements, medical director agreements and leases related to acquisitions, joint ventures and divestitures
  • Coordinate internal review across multiple functions including legal, compliance, finance, accounting and field operations
  • Support operations team with growth strategy development/execution
  • Collaborate with Senior Financial Analyst to evaluate target companies, oversee due diligence teams, and create internal and external deal presentations
  • A comprehensive benefits package designed to enhance your health, your financial well-being and your future
  • At least 5 years experience in managing (as the primary responsible party) and negotiating acquisitions and joint ventures
  • Prefer prior experience in investment banking, private equity, corporate development or related field
  • Health Care industry experience preferred, but not required
  • MBA from a top-ranked school
64

VP, Corp Finance, Mergers / Acquisitions Resume Examples & Samples

  • Work with the Leadership Team to develop corporate and business level strategies which will be used as the basis for M&A strategy
  • Develop new market initiatives, assess new markets and analyze business opportunities
  • Conduct financial feasibility studies and develop proposals for new business opportunities
  • Negotiate corporate and business development transactions including M&A, partnerships and licenses
  • Conduct due diligence on corporate capabilities, distribution/marketing channels, and strengths and weaknesses to provide strategic insights and recommendations
  • Lead all the due diligence efforts with respect to mergers and acquisitions
  • Synthesize and articulate key findings as appropriate for sales, operations, finance, product development and executive audiences
  • Build a case for and make recommendations for taking a strategic or acquisitive position
  • Conduct business analyses and manage content creation for corporate strategy presentations and board packages
  • Negotiate and finalize capital and lending transactions at favorable terms to the business
  • 15+ years of experience delivering management-level analyses and opinions/recommendations to senior executives
  • Extensive experience conducting detailed market research
  • Strong healthcare services background with understanding of market segments and industry-standard operational metrics
  • M&A experience
  • Experience with valuation methodologies
  • Capable of building cross-functional relationships
  • Familiarity with navigating and gathering data from data service providers, annual reports and SEC filings
  • Strong MS Excel skills
  • Able to deliver accurate results in short time frames
  • Desire for continuous learning and development
65

Senior M&A Associate Senior Mergers & Acquisitions Associate Resume Examples & Samples

  • Minimum of 4+ years comparable work experience in Investment Banking, Private Equity, Transaction Advisory, or Corporate Development
  • Comprehensive understanding and application of valuation methodologies and financial statement analysis
  • Comprehensive understanding and application of M&A due diligence
  • Willingness to work extended hours, including evenings and weekends
  • CFA and/or CPA designations
  • Healthcare experience
66

Mergers & Acquisitions Managing Director Resume Examples & Samples

  • Maintaining relationships with local advisors and business owners
  • Coordinating marketing campaigns on behalf of clients
  • Facilitating the M&A process by working with clients and their other advisors
  • 5 – 10+ years of M&A experience in the lower middle or middle markets
  • Existing industry relationships
  • Exceptional work ethic that can accommodate a demanding profession
  • General understanding of business operations
  • 4-year degree from an accredited university
  • M&A Advisory experience with specific industry focus
  • Open to relocation to Kansas City
67

Mergers & Acquisitions Consultant Resume Examples & Samples

  • Project management of due diligence projects, including drafting and coordinating of deliverables across LOBs to ensure delivery of client reports in a timely manner and within budget
  • Project management within the context of a client’s Project Management Office to establish, maintain and improve client project infrastructure
  • SME guidance and delivery based on prior work experience for M&A practice including assisting senior consultants with content delivery, and providing regulatory and market trends/tool updates to the M&A team and clients
  • Assistance with transition of projects to LOBs if Mercer awarded on-going work
  • Coordination of LOB consultants to deliver on subject matter expertise, when appropriate
  • All levels: Four year college degree or equivalent
  • 3 - 7 years in LOB consulting with client interaction Corporate / Private Equity M&A, and project management experience strongly preferred
  • Experience is one factor to be considered in hiring and promotion decisions. Education, knowledge, skills and abilities, past performance and market demand will also be considered. The following are general guidelines and will not restrict or require any specific hiring or promotion decision
  • Underwriting of group insurance plans including the ability to conduct/oversee cost projections for complex and/or larger clients. Ideally, underwriting experience needs to include exposure to spin-offs and consolidation of companies
  • Developing and reviewing IBNR calculations
  • Developing and analyzing specific financial calculations including the calculation of plan liabilities, asset calculations and trust statement reviews in client situations of pension plan design change, change in benefit formula or assumptions and other special projects
  • Calculating individual benefit calculations, reviewing plan documents, producing employee benefit statements and filing annual government reports
  • Reviewing and analyzing US and non-US health & welfare and / or retirement plans
  • Leading broad based compensation projects, such as salary grade review and development, sales compensation incentive design, market compensation benchmarking
  • Developing and valuing executive long term incentive plans, valuing potential equity payouts triggered by change in control rules, analyzing severance plans
  • Leading HR Operations (e.g. HR Service design and delivery) implementation projects
68

Mergers & Acquisitions Senior Associate Resume Examples & Samples

  • Actively participate in business development efforts by representing Baker Tilly Capital at business and community functions in order expand client relationships
  • Minimum of three to five years of progressive experience in professional corporate finance advisory functions, investment banking, commercial banking, consulting, and/or public accounting with some supervisory experience
  • Strong financial modeling, financial analysis, and business valuation experience
  • Demonstrated analytical, organizational, interpersonal, project management, and communication skills, and highly developed Microsoft Suite skills (Word, Excel, PowerPoint)
  • Ability to maintain a flexible work schedule as projects dictate
69

Director, Mergers & Acquisitions Resume Examples & Samples

  • MBA, MD, JD or other advanced degree preferred
  • At least 10 years of relevant business experience in the biopharmaceutical industry with 5 or more years of experience in M&A or business development
  • Significant deal sheet in sourcing, managing and executing complex M&A/business development transactions
  • Strong analytical, communication and leadership skills
  • Ability to communicate effectively with senior management
  • Proven ability to lead multiple projects efficiently and with a high degree of independence and high attention to detail
  • Consistently delivers on commitments in a timely manner
  • Demonstrated ability to effectively communicate ideas and lead others to accomplish challenging goals and objectives
  • Experience working with both internal and external multidisciplinary teams customers
  • Can-do attitude and ability to work in a highly matrixed and dynamic business environment including ability to interact and communicate to senior level executives
  • 1602000
70

Mergers & Acquisitions IV Resume Examples & Samples

  • Primary responsibility is valuation modeling for acquisitions, divestitures and joint ventures, including preparation of the following analysis
  • Demonstrates depth and/or breadth of expertise in own specialized discipline or field
  • Communicates difficult concepts and negotiates with others to adopt a different point of view
71

Mergers & Acquisitions Tax Manager / Director Resume Examples & Samples

  • JD in Accounting
  • 6+ years of experience with Mergers and Acquisitions
  • Corporate, International, Partnership Research and Planning Tax knowledge
  • Ability to multitask
  • Proficiency with computer platforms and applications
72

Associate, Mergers & Acquisitions Resume Examples & Samples

  • Demonstrated ability to see a project and/or process through from start to finish, maintaining timelines and agreed upon commitments
  • Demonstrated success in presenting detailed financial models and deal summary presentations
  • Sound financial analysis and knowledge to anticipate and answer questions appropriately
  • Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively
  • Strong track record of building and maintaining solid relationships with internal and external customers and vendors
  • Self-motivated, able to work independently to complete tasks and respond to department requests and to collaborate with others to utilize their resources and knowledge to identify high quality solutions
  • Minimum of four years of experience in business, finance, or M&A
  • Minimum of two years of working knowledge of all aspects of the wireless tower industry, including knowledge of tower sites, construction, engineering, zoning, tenant and ground leases, and environmental/FAA/FCC compliance
73

Mergers & Acquisitions Marketing Director Resume Examples & Samples

  • Prepare marketing due diligence on the acquired company to ensure capture of pre-signing material items that may impact a transaction
  • Collaborate with Oracle and acquired company C-level executives to create clear, concise, and strategic positioning in a comprehensive announcement bill of materials
  • Planning, execution and distribution of all acquisition announcement and employee communications and activities
  • Review and approval of acquired company’s internal and external communications
  • Build initial marketing operating budget and plan for acquired company as a part of Oracle
  • Performance assessment of acquired company personnel to recommend marketing mapping resources and align positions to Oracle LOB
  • Establish a cadence of employee communications post announcement to ensure that acquired employees are communicated to by Oracle and acquired company management and HR
  • Work in concert with several LOBs to draft instructions for employee on boarding covering IT, HR trainings, and Procurement
  • Develop and manage execution of marketing integration and business plans
  • Lead complete integration of Marketing programs, systems, operations and personnel
  • Extremely strong verbal, written and graphical communication skills
  • Experience working with cross LOBs and C-level executives
  • Ability to communicate clearly and concisely, both orally and in writing
  • Exceptional organizational skills with high degree of attention to detail
  • Knowledge of marketing processes and systems
74

Associate‚ Mergers & Acquisitions Resume Examples & Samples

  • Preparing financial models and analytical support for merger & acquisitions, restructuring & special situations, and transaction opinion deal teams
  • Drafting situation analyses, pitch materials, information memoranda, investor presentations and term sheets
  • Ensuring quality of client deliverables by having strong attention to detail
  • Mentoring and developing junior staff
75

Analyst‚ Mergers & Acquisitions Resume Examples & Samples

  • Build detailed financial models, incorporating operational and cash flow forecasts
  • Draft teasers, information memorandums and other marketing documents
  • Manage transaction logistics, including: update documents, administer data rooms, organize calls/meetings
76

Associate Director Mergers & Acquisitions Resume Examples & Samples

  • Create financial evaluation models consisting of valuation metrics(NPV, IRR, value split, risk adjustment, etc.) EPS impacts, synergy analysis and capital structure financing
  • Partner with sales and marketing, research, supply chain, tax, treasury, legal and accounting to develop and validate assumptions and options
  • Present financial evaluation analysis, options and recommendations to senior management
  • Structure and help negotiate term sheets and execute final agreements
  • Conduct financial and business due diligence on companies and products
  • Perform market research to analyse industry trends and identify and evaluate potential development opportunities
  • Recruit, develop and mentor high performance staff
77

Mergers & Acquisitions Tax Manager Resume Examples & Samples

  • Develop relationships with the firm’s senior client serving professionals in different lines of business to drive firm growth by introducing the breadth of the services the firm has to offer its existing and new clients
  • Develop and maintain new business and client relationships, both with existing Firm clients and new clients
  • Manage, develop, train, and mentor M&A tax staff on tax projects and assess their performance for on the engagement by providing timely feedback at the end of each engagement
  • Work effectively with our Washington National M&A tax services team in providing state-of-the art tax thought leadership
  • A minimum of five years of progressive federal tax consulting experience, as well as some amount of business entity tax compliance, experience in public accounting or a combination of corporate and public accounting experience a plus
  • Outstanding, proven experience in working effectively in a team environment, including all aspects of staff development, which may include team members in other offices
  • Computer expertise including knowledge of tax software and technology, including spreadsheet modeling
78

IT Mergers & Acquisitions Resume Examples & Samples

  • Must have participated in one or more M&A projects focused on an IT work stream including IT Infrastructure separation, data center migration, application integration/ separation/ rationalization, IT synergies/cost reduction
  • Clear understanding and experience with IT economics including critical financial measures such as CF, ROI, TCO, etc
  • 10+ years of relevant consulting or industry experience
  • 4+ years of experience managing large technology engagements
  • Ability to articulate leading business issues and trends, including the associated technology implications within one or more industries
  • Strong program management skills with experience managing complex and business critical programs
  • Demonstrated experience in business process improvement, leveraging information and technology
  • Ability to work independently and manage complex teams
  • Strong oral and written communication skills, including presentation skills
  • A willingness to travel 80 - 100% of the time (Monday – Thursday/Friday)
79

Senior Analyst, Mergers & Acquisitions Resume Examples & Samples

  • Excellent interpersonal skills and the ability to communicate, verbally and through written means, and interact with others effectively
  • Minimum 3 years’ experience in finance, economic and accounting principles and practices, the financial markets, financial statements, valuation and the analysis and reporting of financial data
  • Sound and practical business judgment as well as common sense
  • Comfort in identifying, prioritizing, and solving problems
  • Strong writing and presentation skills and attention to detail, organizational skills, and a commitment to quality
  • Ability to prioritize tasks, think clearly under pressure, meet tight deadlines, and thrive with minimal supervision in a fast-pace environment
  • Ability to communicate effectively with cross-functional teams (e.g. HR, IT and Finance)
  • Bachelor’s degree in Business, or a related field from a leading institution as an asset
  • Minimum of 3 years’ experience with cross-functional integration management, with demonstrated leadership skills
  • Functional experience in two or more areas (e.g., Accounting/Finance, HR, IT, Operations)
  • Working knowledge of the M&A lifecycle and integration methodology
  • Proficient with Microsoft Office applications
  • Ability to create project plans, process maps, business correspondence, and management reports
80

Corporate Counsel, Mergers & Acquisitions Resume Examples & Samples

  • Advise S&N businesses on M&A transactions and manage M&A transaction processes
  • Perform or oversee due diligence investigations and reviews of businesses being considered for transactions in order to obtain an understanding of relevant operations and risks
  • Provide legal advice and support to S&N’s corporate functions as requested
  • Manage and supervise outside counsel as necessary, ensuring clarity of instruction and efficiency on cost management
  • As requested, support commercial legal operations from time to time, including commercial contracts, sales, marketing, and promotional activities
  • Participatein implementation of Legal Department strategy, administration, and improvement initiatives as appropriate
  • Act as liaison to Company Secretariat
81

Mergers & Acquisitions Officer Resume Examples & Samples

  • Extensive knowledge of M&A practices, including corporate M&A, private equity, due diligence, post deal integration
  • Knowledge of tax consulting and planning, transaction structuring, restructuring, strategy formulation and financial modeling
  • Strong record of leading and completing successful transactions
  • Strategic thinker with intellectual curiosity; has creative insight and ability to develop new ideas beyond already analyzed options
  • Strong process, project and change management experience
  • Ability to influence while building trust and consensus among multiple stakeholders/cross functional teams with competing interests
  • Business acumen-ability to bridge business considerations and their financial/organizational implications
  • Adept at developing and sustaining deep client relationships using networking, negotiation and persuasion skills
  • MBA or other advanced degree preferred
  • 10+ years in M&A transaction and assimilation experience either in Corporate Development, Investment Banking, Consulting, Insurance or Financial Services Firm
  • Experience in problem solving and negotiating with C-Level Executives
  • Top-notch corporate finance knowledge and prior hands-on experience in transaction execution and documentation
82

Corporate Mergers & Acquisitions Legal Counsel Resume Examples & Samples

  • JD degree from top tier law school and membership in at least one state bar in the U.S
  • Minimum 4 years of relevant Corporate, M&A legal experience
  • Relevant experience at a top-tier law firm required; in house experience is a plus
  • Meets local legal license requirements
  • Advanced experience leading multiple, highly complex, strategic, specialty law projects, issues, and transactions
  • Awareness of how to operate successfully in the international legal environment
  • Advanced skills in negotiating or advising external and internal organizations on highly complex, high impact legal matters
  • Excellent presentation, facilitation, networking and influence skills
  • Proactive and effective communicator of valuable information to clients and colleagues
83

Tax-mergers & Acquisitions Resume Examples & Samples

  • BCom Honours, H(Dip) Tax
  • CA (SA)
  • MCom (Tax)
  • 4-6 years’ experience in a Corporate Tax and/or M&A Tax environment
  • Tax accrual reviews and Tax Due Diligence Reviews experience
  • Tax Structuring experience
  • Excellent report writing skills
  • Good excel skills
84

Mergers & Acquisitions Director Resume Examples & Samples

  • Execution of specific transactions (Acquisitions or Strategic Ventures), from target identification through valuation, engagement and negotiation strategy, structuring, and post-closing support
  • Thinking critically, bridging strategy and goals to actionable transaction opportunities
  • Developing detailed and complex financial analysis
  • Leading cross-functional teams comprised of both corporate and operating staff
  • Communicate often complex matters simply and coherently both up and down the organization
  • Take action and willingness to make decisions and drive to closure is necessary to be successful
  • 10 years Corporate Finance leadership experience
  • Financial theory, modeling and analysis skills
  • Some experience in M&A activity
  • Lead engagements that include strategic, financial and organizational analysis, development and evaluation of investment cases
  • Support development of optimal operating models (concept of operations) for investments that reduces risk to LMC
  • Lead the team responsible for due diligence, valuation, ownership contribution and implementation strategy for investments
  • Lead negotiator for Lockheed Martin transactions
  • Work with other corporate partners in the law and HR departments
  • Support post-investment performance monitoring
  • Stay current with accounting and tax considerations, and trends both industry and geographic specific
85

Mergers & Acquisitions Associate Resume Examples & Samples

  • Understanding various facets of mergers, acquisitions and/or divestiture transactions
  • Assisting clients in the performance of transactional financial analyses, leveraging technology and business process and systems knowledge, for example carve-out financial statements, proforma deal financial statements, account reconciliations, etc
  • Developing pre- and post-merger supply chain performance analytics, for example e.g. redundant parts analysis, demand planning, etc
  • Operational metrics, including customer and product portfolios to maximize go-forward revenue and growth opportunities
  • Formulation of pragmatic data solutions to solve client problems or issues
  • Assistance and participation in client or management discussions to gather data and understand issues
  • Performance and conduct of data analysis to support business processes, financial reporting, internal or external audit procedures. Demonstrates some proven ability to write, communicate, facilitate, and present cogently to and/or for all levels of industry audiences, clients and internal staff and management. Demonstrates some proven abilities and/or success with programming and data mining in one or more of the following technology platforms: Oracle Analytics, MS SQL-Server, MS Access, as well as the Microsoft suite of applications such as Excel, Word, PowerPoint, Visio, and Project
86

Senior Financial Analyst Mergers & Acquisitions Resume Examples & Samples

  • Evaluate potential business alliances, acquisitions and divestitures from a strategic and financial standpoint
  • Lead the development and presentation of financial analyses to senior management
  • Monitor and analyze competitor and target companies. Assess competing companies as well as products/services as they relate to the Baxter portfolio
  • Work with Business Development, Strategy and the Franchise teams to identify and analyze new market opportunities and assess the financial implications to Hospital Products
  • Assist in the management of due diligence activities and secure internal and external resources and information necessary to assess potential transactions
  • Provide critical review of financial assumptions, integrity of model application and results of assessments done by others
  • Good career progression opportunity to Manager M&A role
  • Strong analytical, critical thinking and problem solving capabilities
  • Working knowledge of PC applications; expert in Microsoft Excel; high proficiency in Microsoft PowerPoint
  • Strong presentation skills
  • Ability to contribute ideas to address business issues
  • Knowledge of external healthcare business environment and understanding of competitive landscape
  • Ability to work effectively in a matrixed organization with a high degree of autonomy
  • Comfortable in dealing with ambiguity and shifting priorities
  • Some experience and knowledge of GAAP accounting principles is helpful
  • Undergraduate degree in Accounting or Finance required. MBA a plus
  • 1 to 4 years of financial experience
87

VP-mergers & Acquisitions Resume Examples & Samples

  • Excellent oral and written communication skills, presentation and organizational skills
  • Prefer 8-10 years’ experience in role within M&A group of either Corporate or Professional Services organization
  • Experience in strategy, business development, finance and financial modeling
  • Experience managing senior level professionals and peers
88

Mergers & Acquisitions Senior Resume Examples & Samples

  • Strong academic background, including a Bachelor’s or Master’s degree in Business, Finance, Economics or other related field. Corporate finance related a course taken is a plus
  • Two or three years of related work experience in a similar institution active in transactions
  • Demonstrated aptitude for quantitative and qualitative analysis
  • Knowledge of M&A transactions and the trends in the market
  • Knowledge in general M&A scope and documentation such as information memorandum, teaser, valuation, due diligence process, SPA and SHA
  • Excellent problem solving, project management, facilitation and interpersonal abilities
  • Ability to work well within a team
89

Mergers & Acquisitions Assistant Resume Examples & Samples

  • English language skills (excellent written and verbal communication)
  • No travel restrictions
  • Preferably military service obligation completed for male candidates
90

Mergers & Acquisitions Long Term Intern Resume Examples & Samples

  • Able to work 4 or 5 days per week as long term intern
  • Undergraduate 4th year students or postgraduate students (Preferably Business, Finance, Economics or other related field)
  • Strong analytical, interpersonal and communication skills
  • General knowledge and understanding about the M&A environment in Turkey and the dynamics
91

Mergers & Acquisitions Experienced Assistant Resume Examples & Samples

  • Bachelor’s or Master’s degree in Business, Finance, Economics or other related field. Corporate finance courses taken is a plus
  • Min. 1-2 years of experience in relevant areas such as Corporate Finance, Due Diligence, Equity Research, Strategic Planning and Business Development
  • General knowledge about M&A process and technical issues such as valuation methodologies
  • Proficiency with MS Office
  • Strong work initiative and the ability to adapt to new challenges and ideas
92

Associate, Mergers & Acquisitions Resume Examples & Samples

  • Working directly with client senior management teams, board members and stakeholders throughout all phases of transaction advisory and execution, in both healthy and distressed situations
  • Performing company, industry, market and competitor research and due diligence
  • Contributing to the development and communication of proposals and advice to current and prospective clients
93

Mergers & Acquisitions Tax Manager Resume Examples & Samples

  • Oversee the efforts of multiple client service teams on client engagements where the candidate will plan, direct and execute on M&A tax consulting projects in a wide variety of industries within a highly diverse client base that includes financial and strategic sponsors
  • The candidate will work with senior professionals in marketing, selling, designing, and implementing tax-planning strategies to new and existing firm clients while managing all financial aspects of the projects which includes scoping, pricing, budgeting, invoicing and collection
  • Develop relationships with the firm’s senior client serving professionals in different lines of business to drive firm growth by introducing the breadth of services the firm has to offer its existing and new clients
  • Manage, develop, train, and mentor M&A tax staff on tax projects and assess their performance on the engagement by providing timely feedback at the end of each engagement
  • Ability to work additional hours and travel domestically as needed
94

Mergers & Acquisitions Tax Director Resume Examples & Samples

  • Oversee the efforts of multiple client service teams on client engagements where the candidate will plan, direct and execute on M&A tax consulting projects in a wide variety of industries within a highly diverse client base that includes financial and strategic sponsors. The candidate will work with senior professionals in marketing, selling, designing, and implementing tax-planning strategies to new and existing firm clients while managing all financial aspects of the projects which includes scoping, pricing, budgeting, invoicing and collection
  • Bachelor's degree. CPA, Masters in Taxation, or JD
  • A minimum of eight years of progressive federal tax consulting experience, as well as some amount of business entity tax compliance, experience in public accounting or a combination of corporate and public accounting experience a plus
  • Technical expertise in transaction tax and related matters, including significant experience conducting buy and sell-side tax due diligence projects, including diligence on pass-through entities; design and development of transaction structures using both corporate and pass-through entities; assessment of corporate tax attributes including historical tax basis, earnings and profits, and limitations applicable to net operating losses and tax credits, post-transaction planning including legal entity rationalization and application of consolidated return regulations
  • Superior analytical, technical, and tax accounting/technology skills, proven ability to adapt to different situations, identify issues and work with specialists in other tax technical areas to resolve issues
95

Mergers & Acquisitions Tax Accounting Manager Resume Examples & Samples

  • Serve as tax accounting expert supporting US Tax Planning, Compliance, and Country Controllership regarding income tax accounting issues
  • Manage all aspects of accounting for the tax effects of global business combinations, post acquisition integration and divestitures
  • Manage timeliness and ensure technical accuracy of US quarterly effective tax rate and income tax cash payment forecasts, annual provision, and provision to return true-up
  • Ensure all US tax accounting positions are properly analyzed, supported, and documented, including current income taxes payable, inventory of deferred's, valuation allowances, and unrecognized tax benefits
  • Model impacts of pending legislation and other ad hoc scenarios and clearly communicate results and recommendations to management
  • Maintain analysis of outside basis differences in US entities
  • Advocate compliance with income tax accounting internal controls applicable at the local level
  • Assist with the external financial audits and reviews of US income taxes included in consolidated filings; manage all aspects of US income taxes included in separate filings
  • Collaborate with a team of regional tax accounting experts to support quarterly reporting of income taxes
  • Conduct local income tax accounting training as required for the tax and country controllership groups
  • BS in Accounting or Finance or equivalent advanced degree
  • Minimum of 5 years combination of Tax and Financial Reporting experience with a US multinational company and/or public accounting firm
  • Proficiency in Microsoft applications (Excel, Word, PowerPoint)
  • Deep knowledge of US GAAP standard ASC 740, Accounting for Income Taxes, with 3+ years significant tax accounting experience
  • Expertise in tax accounting for business combinations
  • Prior experience using OneSource Tax Provision (Tax Stream) software and SAP operating system
  • Ability to team & communicate effectively with finance and tax teams across different cultures and at all levels of management
  • Strong analytical and problem solving skills including comfort making and defending decisions in ambiguous situations
  • Ability to deliver high quality work product under tight deadlines
  • Strong presentation, organizational and project management skills
  • Strong oral, written and interpersonal skills
  • Demonstrated teamwork and collaboration in a professional setting; either military or civilian
96

Senior Manager, Tax-mergers & Acquisitions Resume Examples & Samples

  • Bachelor’s Degree (B.S.) in Accounting. Master’s Degree in Business Taxation preferred
  • 10+ years of corporate income tax experience in private industry and/or in a public accounting firm with a focus on international tax. A mix of private industry and public accounting experience is preferred
  • Ability to effectively communication verbally and in writing
  • Must understand complex international corporate structure and related intercompany transactions
  • Experience with ERP systems; Oracle preferred
  • Experience with tax issues involving 956, Subpart F, permanent establishments, and general foreign tax credits
  • Familiarity with U.S.-foreign transfer pricing transactions and BEPS
  • Strong research, organizational and analytical skills
  • Team player with a commitment to high quality, detailed work and proven ability to meeting deadlines
  • Ability to work independently and exercise sound business judgment
97

Executive Director Mergers & Acquisitions Resume Examples & Samples

  • Systematically manage the Global M&A pipeline for Building Efficiency
  • Proactively build the M&A pipeline with the Strategy team and business leaders
  • Manage the M&A cycle and execute transactions including valuation, constructing deal structures, due diligence, negotiations, etc
  • Lead cross-functional teams from across the business on deals for due diligence and contract negotiation
  • Manage separation and integration activities
  • Work collaboratively with the Corporate M&A team
  • University degree, MBA preferred
  • 12 Years suggested minimum experience
  • M&A deal execution experience required
  • Consulting/Banking/ Private Equity experience preferred
98

Mergers & Acquisitions Project Leader Resume Examples & Samples

  • A minimum of a Bachelors Degree is required. Majors in Accounting, Finance, or related are highly desirable
  • An MBA is strongly preferred
  • A minimum of 3 years of professional experience in business management, investment banking, consulting or public accounting with progressing responsibility is required
  • A minimum of 3 years of experience in roles with direct responsibility to mergers and acquisitions with progressing responsibility is required
  • Ability and willingness to meet deadlines in a collapsed timeframe through flexibility in work mode and hours
  • CPA certification preferred
99

M&A Associate Mergers & Acquisitions Associate Resume Examples & Samples

  • Undergraduate Degree in Business, Mathematics, Economics, Finance or Accounting (with strong grade point average)
  • Minimum of 2+ years comparable work experience in Investment Banking, Private Equity, Corporate Finance, Transaction Advisory, or Corporate Development
  • Demonstrated leadership experience
  • Strong Excel and financial modeling skills
100

Director of Mergers & Acquisitions Resume Examples & Samples

  • Provides functional and industry expertise to review corporate development opportunities and to execute the inorganic growth strategy
  • Oversees and reviews the design, build, execution and explanation of complex financial models and other analytical work projects. Makes recommendations based upon these analyses
  • Contributes to all aspects of strategic acquisitions, from inception through due diligence, valuation, negotiation, closing and integration, and coordinates internal approval and communication processes for completion of a transaction
  • Monitors industry activities and develops recommendations of potential M&A opportunities to Senior Leadership
  • Understands and monitors acquisition performance to create a cycle of continuous learning, and coordinate with due diligence and integration teams to ensure successful acquisitions
  • Partners with business owners and coordinates cross-functional teams necessary for successful due diligence review
  • Collaborates within M&A to identify opportunities for cross-functional synergies and strategic initiatives
  • Collaborates with Business Services to enable seamless integration from strategy formulation to execution
  • Leads work streams and virtual teams
  • Presents findings and recommendations up through Executive Committee level
  • Bachelor’s Degree and at least 10 years of experience in an analytical role in finance, accounting, business management, or M&A or High School Diploma/GED and at least 13 years of experience in an analytical role in finance, accounting, business management, or M&A
  • Experience collaborating with both internal resources, external resources to develop strategies that meet department goals within budget and established timelines
  • Experience in diagnosing, isolating, and resolving complex issues and recommending and implementing strategies to resolve problems
  • Experience presenting recommendations to the Executive Committee
  • At least 5 years of experience in M&A analysis
  • At least 5 years of experience in business analysis and project management
  • At least 4 years of experience planning, developing, and managing departmental expense and capital budgets
  • At least 4 years of experience directly managing people, including hiring, developing, motivating, and directing people as they work
  • Willing to travel up to 15% of the time for business purposes
  • MBA or Master’s Degree
  • CPA, CFA, or other designation
  • High level role interacting with Senior Management and the VP of Merger and Acquisitions in Europe, focused on Brand development
  • Strong financial experience building financial models, developing junior staff
  • Strong background in Mergers and Acquisitions, CPG and Brands and investment banking
  • Strong consulting experience in the Pharma industry would be preferred
  • Available to travel approximately 25% of the time
  • Experience with international M&A is preferred
101

Mergers & Acquisitions Associate Resume Examples & Samples

  • A Bachelor’s degree is required; Finance or Business focus
  • Strong corporate finance skills
  • Experience with sales reporting systems (Salesforce preferred)
  • The successful candidate will be resourceful, intellectually versatile, persistent, and interpersonally skilled
  • You will be self-motivated, able to work independently, have strong attention to and comfort with the details, juggle priorities from multiple partners, and have the confidence to present alternative viewpoints
  • Results oriented and self-motivated individual with enthusiasm for prospecting and negotiating
  • Has charisma, tactfulness and proven track record for developing new businesses, reaching sales objectives and creating customer base
  • You must be comfortable in an environment where learning takes place on-the-job, it’s a fast-moving environment and the hours can be long, but there is significant job satisfaction and learning opportunities
102

Financial Analyst Advisor Mergers & Acquisitions Resume Examples & Samples

  • Analyzing financial and business information of target companies with a view towards tactical and strategic fit into the company’s profile
  • Preparing and assisting in the preparation of financial and qualitative analyses which will enable senior management to make informed business decisions
  • Coordinating the transaction process from origination through to closing and working closely with Business Unit leaders to effectuate a smooth transition and integration
  • Supporting the Senior Director in due diligence and negotiation efforts
  • Participating in special project as needed, such as strategic analysis or industry studies
  • Tracking and reporting on group activities within the organization and managing, directing, and evaluation inbound investment opportunities
103

Intern, Mergers & Acquisitions Resume Examples & Samples

  • Conception and development of tailor-made analysis tools to support existing valuation models
  • Performance of valuations on a wide range of entities using discounted earnings, discounted cash flow, market multiples
  • Analysis of capital markets and assessment of cost of capital according to CAPM
  • Presentation of results in a clear and concise report to project team
  • Assisting in the development of presentations and publications communicated to clients
104

Senior Mergers & Acquisitions Resume Examples & Samples

  • Work with M&A Engagement Managers and M&A Coordinators on US and multi-national M&A projects for private equity and corporate clients, involving single or multiple lines of business, to provide leadership in the delivery of client solutions by
  • Four year college degree or equivalent
  • 8 - 12 years in consulting environment with client-facing leadership role, project management and M&A experience required
  • Experience is one factor to be considered in hiring and promotion decisions. Education, knowledge, skills and abilities, performance and market demand will also be considered. The following are general guidelines and will not restrict or require any specific hiring or promotion decision
  • Superior project management capabilities, written and oral communication skills and HR and M&A knowledge
  • Ability to manage the most complex, large-scale projects and work
  • Significant personal initiative and professional drive. Ability to be successful in a fast-paced, changing environment including travel. Willingness to work at the pace and in the hours required by client M&A activity
105

Analyst, Mergers & Acquisitions Resume Examples & Samples

  • Design, build, and use financial and valuation models including DCF and earnings models to assess individual projects and AES as a whole
  • Analyze potential transactions and investments under the direction of transaction leaders, including economic benefits, risks, and strategic and financial impacts
  • Coordinate the gathering, validation, synthesis and interpretation of data from confidential and public sources to assist in analysis
  • Develop a practical understanding of AES corporate and business structure, financials, valuation, credit ratings, strategy, capital costs, and tax position for use in transaction assessments
  • Attain a working understanding of AES markets and their drivers
  • Prepare and deliver presentations and reports to communicate findings and recommendations
  • Coordinate interaction with other AES groups and AES businesses in a professional, diplomatic manner to collect information and documents, validate analyses, and facilitate internal and external due diligence
  • Coordinate interaction with external parties and advisors
  • Support aspects of internal process for transaction assessment/approval including the drafting of Investment Committee memos and presentations
  • Bachelor Degree in an analytical discipline
  • 1-3 years of experience
  • Analytical experience is preferred
  • Requires deep analytical skills and the ability to communicate these in a convincing manner to diverse stakeholders
  • Strong Excel financial modeling skills
  • Detailed understanding of financial statement mechanics and business valuation theory
  • Proficient in Microsoft Word and PowerPoint
  • Proficient in the use of financial research tools such as Bloomberg, Capital IQ and Thomson One
106

Mergers & Acquisitions Accounting Manager Resume Examples & Samples

  • Bachelors’ degree in Accounting required
  • CPA or CFA certification required
  • 8+ years of related work experience
  • A mix of public accounting and industry experience preferred
  • Intercompany & purchase accounting experience
  • Strong knowledge of U.S. GAAP required
  • Supervisory experience highly preferred
  • Advanced MS Office and ability to pick up systems quickly
  • Deadline driven and a high attention to detail
107

Director, Mergers & Acquisitions Resume Examples & Samples

  • Market services both to external clients and internal partners, develop client networks, and support efforts in developing and executing sales and marketing strategies
  • Work on a variety of sell-side, buy-side, and divestiture assignments on behalf of portfolio companies of private equity funds, closely held businesses and publicly traded companies transactions in all stages from initial client pitches to transaction closings
  • Communicate regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions
108

Mergers & Acquisitions IT Program Manager Resume Examples & Samples

  • Develop migration / integration planning for acquisitions and divestitures
  • Develop detailed IT integration or separation plans with milestones and deliverables in accordance with Transition Support Agreements (TSA) or Purchase Agreements
  • Work with IT stakeholders to identify and track risks and dependencies
  • Identify / engage 3rd parties for execution as appropriate
  • Bachelor’s degree in Computer Science, Information Science, Engineering, Technology, or related field required. Master’s degree preferred
  • 8+ years of related experience in relevant industry, including some experience managing cross-functional teams to deliver outcomes
  • In-depth knowledge of and experience in IT Infrastructure management, IT project and program management, and IT processes
  • Demonstrated ability to define and drive programs to complete within scope, time and budget
  • Ability to manage projects and team members, often across different functions and geographies
  • Demonstrated ability to communicate effectively with seniors and peers across business and functional groups, and ability to establish positive relationships with stakeholders quickly
  • Solid financial acumen, including comfort with financial and data analysis
  • S&P Global Ratings, which provides credit ratings, research and insights essential to driving growth and transparency
  • S&P Dow Jones Indices, the world’s largest resource for iconic and innovative indices, which helps investors pinpoint global opportunities
109

Mergers & Acquisitions Contract Administrator Resume Examples & Samples

  • Bachelor’s degree in business or related field
  • 3-5 plus years of experience working with contracts/agreements and/or facilitating transactions
  • Proficient in Microsoft Word and Excel
  • Ag-related property/business transaction experience
  • Experience with Mergers & Acquisitions, real-estate transactions, and title research
110

Aaa-director, Mergers & Acquisitions Resume Examples & Samples

  • Identify and assess strategic fit of target companies vs. AAA's and business unit strategies
  • Meet company owners and assess a business (the strategy, business model, financial performance, fit with AAA, etc.)
  • Develop deal framework, financial modeling, valuation, and negotiate business terms
  • Partner with internal and external teams throughout the due diligence process
  • Contribute to integration activities and assist business unit with planning and implementing value creation plan
  • Maintain AAA’s database of M&A targets; maintain and implement best practice processes for all aspects of the M&A process
  • Foster and maintain relations with target businesses
111

Mergers & Acquisitions & Special Projects Accounting Manager Resume Examples & Samples

  • Lead and analyze the month-end close process by completing, among others, fluctuation analyses, swing reports, and monthly financial highlights and reports for senior management. Work with other accounting managers to ensure accurate financial information
  • Review monthly financial statements at the consolidated and reporting entities level. Perform detail review of the cash flow statement
  • Establish and maintain accounting controls and procedures on purchase accounting and goodwill impairment analysis to ensure compliance with accounting policies and procedures, Sarbanes-Oxley (SOX) and regulatory requirements
  • Review fair valuation from Treasury and other stakeholders, prepare and review complex and technical purchase accounting journal entries, develop supporting, auditable documentation for general ledger account reconciliations
  • Perform detail review of purchase accounting allocation including goodwill calculation, mergers and acquisitions expense and accruals, and related memos. Review goodwill impairment analysis memo
  • Coordinate with the mergers and acquisition project team, business owners and other accounting managers during system integrations. Communicate purchase accounting adjustments with stakeholders including business system owners. Assist in performing general ledger data mapping and data validation during system integration to ensure data accuracy and completeness for proper financial reporting
  • Re-engineer existing processes to improve efficiencies and controls in financial close process. Enhance reporting of financial results and key metrics to senior management team. Incorporate new accounting standards into Accounting Operations policies, procedures and sub ledger systems where appropriate
  • Provide support or act as accounting lead in enterprise-wide initiatives and assist in other special projects, including system upgrades and implementations, merger and acquisition related activities, and new products offered by business units
  • Work with the bank’s independent and internal auditors and examiners in their quarterly and annual reviews and audits, coordinating accounting related inquiries and requests
  • Contribute to the efficiency of the Accounting Operations Department by participating in cross training, sharing job responsibilities, and serving as position backup for Assistant Controllers and senior analysts
  • Build strong working relationships with internal control stakeholders throughout the organization
  • Perform ad hoc projects as requested
  • Bachelors’ degree in Accounting required. CPA or CFA preferred
  • Minimum of 10 years of related work experience, some public accounting and/or experience with financial institutions preferred
  • Intercompany and purchase accounting, cash flow management, process improvements and supervisory experience preferred
  • Dedicated to meeting the expectations and requirements of Accounting Operations
  • Strong written and oral communication and ability to relate and communicate effectively across all levels of staff inside and outside the department
  • Hands-on, energetic, organized, team player with proven ability to adapt quickly in a changing environment and facilitate change, multitask effectively and work independently
  • Ability to prioritize projects, quickly determine the requirements to accomplish them, and analyze the processes to figure out how to simplify, automate, and improve them for increased efficiency
  • Must possess sound judgment, good decision making ability, and a high level of decision quality, problem solving and analytical abilities
  • High attention to detail
  • Proficient with General Ledger and MS Office, advanced Excel skills preferred, and willingness to learn other software as needed
112

Mergers & Acquisitions Intern Resume Examples & Samples

  • Update M&A operations documentations
  • Participate in specific ongoing planning or integration efforts, working with a team of functional experts from across the company
  • Research potential targets, document best practices, and clean up and update M&A sourcing database
  • Participate in, and perform specific tasks during due diligence efforts for M&A activities
  • Editing monthly portfolio update
  • Create / update ePMO templates
  • Update project tracking tool (Clarizen), and build reports
  • Write project highlights and publish on company portal
  • Assist PM tasks when needed including updating project plans, recording and distributing notes
  • Assist with any other ongoing key projects
113

Staff Accountant of Mergers & Acquisitions Resume Examples & Samples

  • Substantive testing, including both tests of detail and analytical procedures over historical revenue, compensation and operating expenses
  • Pro forma modeling by identifying and applying normalization adjustments to historical financial statements
  • Contribute to the financial exhibits included in the financial due diligence reports
  • Assist in the integration of acquisitions into AJG's centralized accounting and finance process within the established timeframes
  • Assist in the preparation of quarterly impairment analysis for intangible assets
  • No travel in the first year; possible travel thereafter (~0-25%)
  • Bachelor's degree (Accounting, Finance, or Business Administration)
  • 2 or more years of related work experience required, 1 year or more of relevant experience in audit or transaction services
  • CPA candidate/certification is preferred
  • Strong communication skills through email and over the phone
  • Strong technical skills across Microsoft Office Suite, particularly with Microsoft Excel (e.g. HLOOKUP, VLOOKUP, Pivot Tables, Conditional Logic Functions (IF, AND, OR), Financial Functions (NVP, IRR, PV, etc.)
  • Insurance or industry brokerage industry experience is a plus, especially with employee benefits
  • Excellent writing skills, both technical and narrative
  • Confident, articulate and professional speaking abilities
  • Understanding the phases of an audit
  • Experience with walkthroughs and documentation of internal audit controls is preferred
  • Excellent time management & organizational skills
114

Head of Group Mergers & Acquisitions Resume Examples & Samples

  • In close cooperation with the relevant business unit, senior-level coordination of identifying acquisition targets, conducting selection and due diligence processes, prioritization and decision supporting proposal in connection with the M&A and divestment projects in line with the Group-level strategic targets
  • Coordination and supervision of Group-level M&A and divestment transactions and the related project teams; responsibility for the internal and external resource allocation
  • Direct coordination of M&A and divestment projects with high strategic importance, complexity and/or significant deal value
  • Coordination of the selection of professional external consultants (investment banking, financial, legal etc.) and coordinate their related activities
  • Relationship management with potential partners, target companies, competitors, policy makers, investment banks and other advisors
  • Coordination of the inorganic processes after the pre-selection phase, including: engagement and coordination of external advisors, internal project teams, conducting complex due diligence, deal structuring, leading negotiation, preparation of complex investigations and decision making proposals. Coordination of business development activities related to signing and closing of transactions
  • Coordination of efficient resource allocation in connection with M&A and divestment projects
  • University / College degree (preferably in economics)
  • Min 8 years professional, including min 6 years experience related to M&A and investment banking
  • Comprehensive knowledge of industrial and regional political and economic matters
  • Capability of handling multinational projects and teams
  • High-quality financial and valuation expertise and necessary legal knowledge
  • Experience and high-level knowledge in transaction and project management
  • High-quality negotiation skills
  • User level knowledge
  • English – excellent language skills
115

BDS HR Mergers & Acquisitions Lead-human Resources Generalist Resume Examples & Samples

  • 1) Strong understanding of finance concepts and business modeling
  • 2) Highly effective communication skills (both written and verbal)
  • 3) Complex problem solving capability and critical decision-making
  • 4) A clear understanding of HR products, services, policies and procedures
  • 5) The ability to work independently and must be a self-starter
  • Establish successful working relationships across all organization levels including senior executives and across functional boundaries
  • Be comfortable with ambiguous situations
  • Multitask, prioritize, organize, and work to deadlines while maintaining confidentiality
  • Lead the deployment and administration of HR programs, policies, practices and processes
  • Proactively address issues and make necessary changes to mitigate organizational risk
  • Influence HR process definition and integration
  • Consult with management on leadership selection and succession planning
  • Provide input to the development of organizational plans, vision, mission, goals and objectives
  • Coordinate strategies, policies and practices for HR resource functions
116

Management Consulting Mergers & Acquisitions Associate Resume Examples & Samples

  • Pre-deal operations and information technology due diligence
  • Integration planning
  • Separation planning
  • Synergy and cost savings analysis; and/or
  • Post-close transformation, especially functional areas involving Information Technology, Human Resources, Finance, Operations/Supply Chain, and/or Sales and Marketing
  • Abilities as team member; building solid relationships; communicating in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; understanding personal and team roles; contributing to a positive working environment by building solid relationships with team members; proactively seeking guidance, clarification and feedback; and communicating potential conflicts to a supervisor
  • Research and analysis of technical matters, while utilizing problem-solving skills. This includes the analysis of large and complex data sets, demonstrating an aptitude for conducting quantitative and qualitative analyses, using the standard suite of Microsoft Office software, Word, Excel, PowerPoint, to execute related deliverables; and,
  • Utilization of effective written and verbal business communication skills when interacting with team members and/or clients in a professional setting
117

Mergers & Acquisitions Corporate Development Director Resume Examples & Samples

  • Developing strategic rationale for acquisitions and investments including how it fits into Anthem’s corporate strategy
  • Developing financial rationale, including experience developing pro forma combination models, accretion / dilution analysis, views of transaction synergies and synergy achievement costs, and various valuation analysis including discounted cash flows
  • Ability to build and lead due diligence teams to quickly and accurately assess opportunities
  • Work closely with internal and external resources on financial projections for potential investments
  • Draft letters of intent and assist in the drafting and negotiations of merger/investment agreements
  • Ability to develop clear and concise presentations for an executive audience outlining the investment opportunity, including its strategic fit, financial return, and risk profile
  • Monitor and track universe of potential strategic investments through industry landscape analysis and company profiling
  • Prefer a University degree in finance or business
  • 5 or more years of work experience should be in corporate finance-development, transaction services or consulting, ideally with exposure to Mergers & Acquisitions
  • Thorough knowledge of accounting principles and finance theory required
  • Strong financial and modeling skills
  • Strong attention to detail and highly organized
  • Strong industry and business analysis skills
  • Team player with ability to work independently and under time pressure
  • Advanced knowledge of Excel and PowerPoint
118

Real Estate Analyst, Mergers & Acquisitions Resume Examples & Samples

  • Collaborate on confidential M&A projects with the Corporate Development, legal teams and external stakeholders
  • Access data rooms to review and abstract all real estate documents
  • Review all acquisition or disposition contracts to ensure the company is protected and/or can comply with the requirements, as they relate to real property
  • Prepare due diligence reports and property portfolio summaries including key metrics. Present and analyze data analysis; develop conclusions, identify risk and make recommendations
  • Request missing documents to ensure that the teams have complete site files
  • Maintain a project file in the CRE real estate database and post-acquisition oversee the successful transition of the acquired properties into the company’s corporate real estate database
  • Propose real estate integration plans and forecast synergy savings estimates
  • Working with the various groups including the target acquisition and outside vendors help to prepare for Day One
  • Become proficient on CoStar, the team’s property database in setting up and maintaining projects and leases, training will be provided as needed
  • Review various legal documents and coordinate finalizing all requirements needed to close
  • Support the implementation of post-acquisition real estate projects; prioritizing synergy savings opportunities
  • Assist the real estate team on East Coast projects including managing local brokers, developing business plans, recommendations and approvals. Evaluating various agreements and documents and assisting the real estate team with various projects and requirements as needed
  • Bachelor’s degree from an accredited higher learning program
  • 2+ years relevant work experience, with a financial or legal background
  • Ability to use MS Office, including intermediate or stronger skills in Excel
  • Strong communication skills and comfortable interacting with various levels of management
  • Interest in corporate real estate and/or mergers & acquisitions
  • Independent, analytical and detail oriented with the ability to identity and solve problems
  • Desire to work on international projects (foreign language/currency/cultures)
  • Able to work fast under pressure and to manage and prioritize requirements to support the company needs
  • May require working after hours and/or on weekends depending on the needs of the specific project
  • Ability to work on confidential projects
119

Mergers & Acquisitions, Financial Analyst Resume Examples & Samples

  • Work cross functionally to prepare acquisition and integration budgets in due diligence and post close driving accountability and reporting
  • Perform research, cost studies and benchmarking to support integration cost assumptions
  • Collect and analyze data to determine costs of acquisition and integration activities to drive key decision making with cross functional integration leaders
  • Recommend budget adjustments and other cost improvement measures
  • Perform moderately complex statistical, cost and analysis of data
  • Record, classify, and summarize financial transactions and events in accordance with generally accepted accounting principles
  • Perform continuous improvement activities evaluating process for improvement
  • Generate and monitor purchase order related activity for acquisition and integration
  • Develop ad-hoc financial reports for forecasting, trending and results analysis
  • Develop, monitor, track and liaison of synergy programs to local controllers
  • Prepare materials for presentation to leadership
  • Apply a working knowledge of applicable laws and regulations; verify documents for completeness and compliance
  • Participate as needed in financial analysis related to M&A activities pre and post-close
  • Perform other acquisition and integration related duties as required
  • Education:Bachelor’s degree (B.A./B.S.) or equivalent in Accounting, Finance, Business Administration or related discipline
  • Experience: Three to five years related experience and/or training including prior experience with budgeting/forecasting
  • An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above
  • Certification: None
  • Other: Must have excellent analytical skills. Strong working knowledge of Excel and PowerPoint. Project management experience is a plus. Effective communication and interpersonal skills with the ability to listen and interact effectively with a wide range of audiences. Ability to develop and maintain strong working relationships across multiple functions and levels of the organization. Detail oriented and ability to manage and prioritize multiple projects and initiatives at once. Demonstrate ability to handle both strategic and tactical assignments. Self-starter with the ability to identify and proactively resolve business issues
120

Mergers & Acquisitions Technology Director Resume Examples & Samples

  • Lead the IT team working with our corporate development / M&A practice, including leading functional and technology assessments during due diligence planning, integration, and post-close execution management of M&A transactions
  • Provide management and oversight on M&A projects focused on IT work streams, including IT infrastructure separation, data center migration, application integration / separation / rationalization, and IT synergies
  • Set pace and plan for acquisition integrations and guide decision making processes
  • Facilitate due diligence site visits focused on identifying functional and technology strategy, organizational structures, current state business processes, vendor relationships and supporting technology
  • Assess functional and technology investment strategies and compare prospective operating models and organizational structures against leading practices and industry benchmarks
  • Contribute to assessment and gap analysis of strategic capabilities in areas of strategic focus, helping identify potential acquisition targets to close gaps
  • Understand and estimate investment needs and requirements and turn those goals into concrete project plans and detailed proposals
  • Extensive experience presenting to and collaborating with senior executives
  • Proficiency at articulating key messages effectively
  • High-energy, visionary executive with a proven entre-/intra-preneurial track record of defining and delivering new products, services or initiatives
  • Skill in collaboration and diplomacy to ensure effective working relationships across matrixed teams
  • Experience guiding business partners on key concepts and strategies for M&A engagements, including but not limited to stranded cost analysis, risk and information security management, business continuity during transformation, synergy identification and capture, and system migrations
  • Expertise managing transactions at both pre- and post-close stages within the M&A lifecycle
  • Proven ability to work closely with the line of business owners to understand the underlying business objectives, processes and technologies being used within an organization to be able to make recommendations on how to achieve long-term scalability, reduce operational cost, or better support business processes
  • A record of success in managing project economics including
121

Tax Senior Manager International Mergers & Acquisitions Resume Examples & Samples

  • Work as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services, and communicate findings and opportunities to clients
  • Manage the international tax component of due diligence projects by participating on client calls, interviewing targets and their tax advisors and coordinating local country RSM due diligence teams
  • Work with and assist other senior members of the M&A Tax and International Tax practices on various cross border tax issues such as permanent establishment, corporate reorganizations, Section 367, Subpart F, and non-US direct and indirect tax issues
  • Coordinate deal execution with clients and their outside advisors
  • 10+ years of international tax with mergers and acquisition experience in a public accounting firm, a corporate tax department, or a law firm
  • CPA or JD/LLM
  • Knowledge of a broad range of corporate and international tax matters in various industries
122

Senior Consultant Mergers & Acquisitions Tax & Business Advisory Resume Examples & Samples

  • Work as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services and communicates findings and opportunities to clients
  • Liaise with a target company's accounting and finance departments and tax advisors to gather pertinent facts for an analysis of the tax risks
  • Assist the Senior Tax Manager or Tax Manager in identifying any tax planning opportunities for the clients
  • Develop, motivate, and train junior staff level team members
  • Degree holder in Accounting, Finance, Law or related disciplines, preferably with a recognized professional qualification
  • With 3-4 years' experience on tax matters in Asia, exposure in big 4 is an advantage
  • Candidates with more experience, including exposure in commercial area will also be considered
  • Professional qualification accredited by an institute of Taxation, Chartered Accountants, CPA and Law society
  • Excellent command of both written and spoken Chinese and English
  • Proficient in Chinese work processing
123

Mergers & Acquisitions Transactions Services Manager Resume Examples & Samples

  • 5 + years of US GAAP Accounting experience
  • Willingness and ability to accommodate unpredictable and last minute travel, 30-40%
  • Experience with Life Sciences or Technology, Media and Telcom Transactions
124

Mergers & Acquisitions Senior Associate Resume Examples & Samples

  • Manage, direct, and monitor multiple client services teams on client engagements
  • Plan, execute, direct and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients, and manage to budget
  • Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews
  • Conduct primary and secondary review of complicated or complex income tax returns including Corporate, S-Corp., partnership, and individual clients
  • Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively
  • Consult, work with, and serve clients to make recommendations on business and process improvement
  • Serve as a business adviser to client
  • Bachelor's degree in Accounting and licensed CPA. Masters in Taxation, LLM in Taxation or JD preferred
  • Three to five years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience
  • Experience in Corporate, S-Corp. and/or Partnership returns
  • Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
  • Computer expertise including knowledge of tax software and technology
125

Tax Technician, Mergers & Acquisitions Resume Examples & Samples

  • Work collaboratively with all team members providing administrative support
  • Create and prepare Excel spreadsheets
  • Assist team in preparing client deliverables, most notably PowerPoint presentations
  • Schedule calls and meetings between the team and the client, send Outlook calendar invites, and make conference room reservations
  • Assist with client billings, time and expense reporting, coordinate travel, and arrange meetings
  • High School diploma or equivalent, completed coursework from an accredited college/university is preferred
  • Experience with Microsoft Excel, Word, PowerPoint, and Access and strong computer skills overall
  • Excellent administrative and organizational skills
  • Excellent written and verbal communication skills, and people skills
  • Ability to work overtime and answer calls/emails regarding urgent matters during weekend and late evening hours as needed
126

VP Mergers & Acquisitions Resume Examples & Samples

  • Project manage complex acquisition, merger, divestiture or financing assignments while taking a lead role in client relationship management
  • Provide direction and oversight on research to be used in financial modeling, competitive analysis, industry analysis, negotiation support and various other applications
  • Review and provide quality assurance on complex financial models within broadly defined guidelines
  • Oversee the preparation and delivery of documents for, and presentations to, clients and prospects
  • Manage staff teams of 2-3 professionals and assume developmental responsibility for junior staff Proactively develop an internal and external network within the Quebec City business community
  • Participate in the development and execution of industry-specific thought leadership and business plans
  • Take an autonomous lead role in identifying, soliciting and exploring potential new business opportunities
  • Undergraduate degree in business with concentration s in finance and/or accounting plus CA, CFA, CBV or MBA
  • Minimum 7-8 years experience in financial analysis and transaction/financing execution (i.e. M&A, Private Equity, Investment Banking, Commercial Banking or Corporate Development)
  • Strong sales and marketing skills and boardroom presence
  • Strong knowledge of financial accounting
  • Strong financial modeling and analytical skills and financial modeling
  • Strong knowledge of financing capital structuring and strong negotiation / lead advisory skills
  • Bilingual with strong French and English oral and writing skills
  • Understanding of key business drivers and business strategy
  • Experience working in small teams and developing/coaching/mentoring junior-level staff
  • Experience working with multiple internal / external advisors within the context of a transaction and coordinated various workstreams (i.e. lawyers, accountants, tax and other specialists, etc...)
  • U.S. Broker Dealer license and Canadian Securities Institute licensing are or will be required
127

Director, Mergers & Acquisitions Resume Examples & Samples

  • Minimum of 15-18 years participating in team-based, client-facing business consulting
  • Minimum of 7 years of managing complex merger integration, operational and/or IT projects / people
  • Functional expertise in finance, human resources, and IT preferred
  • Knowledge and experience with private equity buyouts and/or strategic mergers and acquisitions a plus
  • Related industry experience (e.g., life sciences, manufacturing & distribution, software, corporate development.)
  • Proven business developer with extensive track record of prospecting new clients and maintaining existing
128

Senior Consultant, Mergers & Acquisitions Resume Examples & Samples

  • Minimum of 3 years participating on business consulting and IT project based work / teams
  • Minimum of 3-4 years of consulting experience with a specific industry domain expertise in one or more of the following: manufacturing & distribution, software, or healthcare
  • Strong analytical, problem solving, and client deliverable experience
  • Strong organizational skills, detail oriented with ability to handle projects and priorities
  • Excellent interpersonal, written and oral communications and client relationship skills
  • Ability to travel 50% is required
129

Senior Consultant, Mergers & Acquisitions Resume Examples & Samples

  • Participate on teams serving clients across industries (with specific capabilities in mergers & acquisitions), while demonstrating executive presence with C-level client counterparts
  • Assess operational and technology investment strategies and compare respective operating models and organizational structures against leading practices and industry benchmarks
  • Lead engagement teams on transaction advisory, guiding the team to prepare focused request lists and agenda, facilitating on-site reviews, and providing leadership over deliverables
  • Manage project economics including: track project budgets, create and deliver invoices, and manage collection process
  • Create work plans, pricing estimates, and risk assessments for prospects
  • Strong knowledge of business process / operational consulting in Healthcare, Manufacturing & Distribution, and technology/tech-enabled companies
  • Deal execution management and leadership including carve-outs and merger integrations
  • Experience managing or analyzing P&L statements, and financial modeling skills to build and manage complex synergy and cash flow models related to M&A transactions
  • Direct operational and technology experience in software/hi-tech, healthcare, and/or manufacturing & distribution organizations, as well as IT carve-out and merger integration leadership experience
  • 3-5 years participating on business consulting and IT project based work / teams
  • Minimum of 1-2 years of managing complex operational and/or IT projects / people
  • Minimum of 1-2 years of consulting experience with a specific industry domain expertise in one or more of the following: manufacturing & distribution, software, or healthcare
  • Candidates must be eligible to work permanently in the United States without sponsorship
  • Ability to travel 50%
130

Senior Consultant, Mergers & Acquisitions Resume Examples & Samples

  • Lead workstreams serving clients across industries (with specific capabilities in mergers & acquisitions), while demonstrating executive presence with C-level client counterparts
  • Lead workstreams in transaction advisory engagements, guiding the team to prepare focused request lists and agenda, facilitating on-site reviews, and providing leadership over deliverables
  • Minimum of 5 years participating on business consulting and IT project based work / teams
  • Minimum of 2-3 years of managing complex operational and/or IT projects / people
131

Analyst, Mergers & Acquisitions Resume Examples & Samples

  • Research and analyse industry and company information
  • Perform financial analyses, including comparable transaction and public company analysis
  • Research and develop potential strategic and private equity buyer lists
  • Manage transaction logistics, including: update documents, administer data rooms, organize calls/meetings, etc
132

Director, Mergers & Acquisitions Resume Examples & Samples

  • Partnering with the businesses to create and maintain a pipeline of in-organic growth opportunities that feeds M&A activities
  • Working in collaboration with regional resources to frame specific M&A opportunities for consideration by the executive committee
  • Leading engagement with potential M&A targets and partners
  • Supporting M&A due diligence activities particularly around assessment of industry and markets
  • Continuously monitoring developments in chemical industry to identify key risks and opportunities and leading the analysis required to assess specific initiatives required to address them
  • Driving appropriate forums at the business and corporate level aimed at refreshing and validating the business and corporate portfolio
  • Understand, structure and analyze complex business issues
  • Lead team of Finance/M&A professionals, to grow and develop their careers for the BSAM enterprise
  • Bachelor’s degree in Finance or related field
  • 5 years of related experience, with 2-3 years experience in corporate M&A. Private equity or investment banking can also be considered
  • Ability to support Executive Leaders as they navigate through the Merger and Acquisition
  • Successful record of leading and managing Mergers and Acquisitions from start to finish
  • Demonstrated ability to build meaningful relationships, communicate and present at the CSuite level
  • Ability to work in a results-oriented, project-driven, real-time team environment, prioritize projects and deliver quality results within tight time constraintsBachelor's degree in Business or Marketing
  • Successful track record of M&A
  • Demonstrate poise, professionalism, and business savvy in representing BSAM to external partners and M&A targets
  • Experience and comfort in initiating and cultivating relationship with external parties
  • Collaborate up and down, and peer to peer throughout the organization
  • Energetic “fire in the belly”, leadership with an entrepreneurial spirit which is contagious across the organization
  • Highly motivated; proactive and action‐oriented; strong sense of pace and urgency
133

Analyst, Mergers & Acquisitions Resume Examples & Samples

  • You have recently completed your undergraduate degree in Finance, Engineering, Commerce or any other relevant specialisation
  • Relevant professional experience in an investment bank, a transaction advisory practice or the corporate development / M&A department of a corporation is preferable
  • A professional designation such as CA, CFA or an MBA or any other relevant designation is a plus
  • You have strong quantitative and analytical skills
  • You have good business acumen
  • You have excellent spoken and written communication skills in both French and English
  • You are flexible in your schedule and available to travel up to 15% of your time
134

Mergers & Acquisitions Associate Resume Examples & Samples

  • Coach and develop junior team members (Associates, Analysts and Interns) by serving as a teaching resource and through the delegation of appropriate work streams
  • Interact directly with Partners / Principals and Managing Directors on matters related to client and engagement management by working on proposals and participating in pitches
  • Minimum of Two to four years of progressive experience in professional corporate finance advisory functions, investment banking, commercial banking, consulting, and/or public accounting with some supervisory experience
  • Successful candidates are highly motivated, results-driven, creative individuals who have the aptitude to synthesize large amounts of information and develop innovative solutions with a proven ability to execute selected solution in a timely manner
  • Ability to work well under pressure and tight deadlines and be adaptable to manage multiple projects independently or as a participant on a deal team
  • FINRA Series 79 and 63 Investment Banking securities licenses, or ability to obtain required licenses within 1 year of hire
135

Associate Director of Mergers & Acquisitions Resume Examples & Samples

  • Coordination of M&A pipeline
  • Outstanding technical / conceptual understanding of finance & valuations
  • Strong computer, scientific, and organizational skills
  • Excellent communication (oral and written) and attention to detail
  • Ability to work independently and as part of a team, self-motivation, adaptability, and a positive attitude
  • Ability to learn new techniques, perform multiple tasks simultaneously, keep accurate records, follow instructions, and comply with company policies
  • Strong leadership, initiative, and teambuilding skills
  • Bachelor’s Degree in Business Administration, Finance or Engineering; MBA is a plus
  • Min 3-5 years in Audit (big 4) / Consulting, M&A (industry or boutique), Investment Banking or Private Equity
  • Authorization to work in the United States indefinitely without restriction or sponsorship
136

Director, Mergers & Acquisitions Resume Examples & Samples

  • Direct Company M&A initiatives as it relates to Process Excellence/IT functions
  • Participate when required with due diligence tasks for Corporate Development team. Attend appropriate high-level meetings to provide feedback on IT concerns and risks
  • Identify and develop transition services required by the Seller until full integration is complete
  • Provide senior level project, functional, and technical knowledge, including collaborating with team members to provide direction, defining tasks, and allocating resources
  • Provide appropriate documentation for funding initiatives. Ensures documentation is completed, reviewed by various work streams and approved by all business stakeholders
  • Provide information to other streams such as legal and supply chain to cover licenses and lease agreements
  • Responsible for monitoring and tracking actual expenditures within the approved budget tolerances. Provides fiduciary oversight of actual expenditures for all areas, including periodic expenditure variance analysis, verification of contract labor expenses, capital expenses and other financial analysis tasks requested by the business management. Provides capital forecasts for the projects’ expenditures monthly
  • Develop regular meetings with Seller/Buyer teams to determine dependencies and establish timelines for tasks. Provide appropriate reporting for all tasks and actions performed
  • Establish, communicate, and enforce standards for application implementation, and for quality assurance and testing
  • Oversee plans for user cutover to Tesoro’s IT applications and systems environment. Ensures communications to users is appropriate and timely
  • Provide senior-level leadership updates on technology aspects for all areas of responsibility. Directs end-users and assigned personnel in complying with policies, procedures, and standards. Takes appropriate action when notified of non-compliance with policies, procedures and standards. Ensures tools, techniques, and technologies of assigned area of responsibility are consistent with established Tesoro’s technical standards and are technologically feasible for deployment
  • Provide appropriate communication to business stakeholders and PE/IT management on status and critical issues and risks
  • Minimum of Bachelor’s degree in information technology or related field
  • 10 or more years of experience in diversified information technology or relevant business experience
  • 5 or more years of experience in business management e.g. budget, risk and cost
  • 5 or more years of experience in managing professionals
  • 5 or more years of experience in product, process, project, program, portfolio, application, architecture or technology skills
  • 2 or more years of experience with Mergers & Acquisition activities
  • Seen as an expert within the Industry as a leading figure within their field of expertise
  • Ability to identify and develop business process improvements. Proactive and constructive challenger
  • Ability to develop and maintain key relationships both internal and external
  • Ability to mentor and support management in developing a high performing team
  • Exceptional interpersonal skills, including teamwork, facilitation and negotiation
  • Ability to understand the long-term ("big picture") and short-term perspectives of situations
137

Mergers & Acquisitions Resume Examples & Samples

  • Manage accounting due diligence pertaining to targets for acquisition
  • Manage or perform accounting for purchase price allocations and “Day One” accounting, including creation or obtainment of Closing and Opening Balance Sheets, for targets and acquired businesses
  • Manage the work of specialists in valuation services and other areas as necessary
  • Coordinate with other groups within the company to ensure accurate M&A accounting and M&A related disclosures within Company SEC filings
  • Manage the completion of M&A related internal controls and prepare or obtain necessary information to ensure accurate and timely audits of M&A accounting by internal and external auditors
  • Liaise with a target company's finance/accounting departments and advisors to gather pertinent accounting support
  • Assist and advise on post-acquisition integration accounting activities
  • Perform accounting and research as necessary in M&A related and other activities from time to time
  • Identify sustainable strategic improvements, suggest corrective actions, coordinate implementation and track efficiencies achieved
  • Identify process improvements and assist in the implementation of related processes and controls
  • Identify improvements that will positively impact corporate success and fully comply with objectives and regulations
  • Perform all other related duties as assigned
  • Education: Bachelor’s degree (B.A. /B.S.) or equivalent in accounting or related discipline. Masters Degree in Business Administration preferred
  • Experience: Six to eight years related experience with at least three of the required years with a national or regional CPA firm and/or commercial company with consolidation. Experience with international accounting and financial reporting required
  • Certification/Licensure: CPA strongly preferred
  • Other: None
138

Mergers & Acquisitions Tax Manager Resume Examples & Samples

  • 5+ years of Federal Tax and/or Mergers & Acquisition experience within a Public Accounting firm, a Corporate Tax Department, or a Law firm
  • Licensed CPA or J.D./ LL.M. or Enrolled Agent
  • Knowledge of a broad range of Corporate Tax matters in various industries
139

Mergers & Acquisitions Business Development Leader Resume Examples & Samples

  • Represents Corporate Development function within business
  • Drive roadmap linking business strategy with potential inorganic activities in line with overall RA corporate strategy
  • As a member of corporate development organization works closely with Rockwell Automation’s Information Software leadership team, and other key stakeholders across the enterprise in development of M&A strategy in support of IS growth and technology development
  • Leads M&A activities - establishing profiles of potential investment areas, prospecting to maintain sufficient funnel, pursuit of targets including presentations to owners and investors
  • Executes M&A initiatives in close partnership with key stakeholders including corporate operations team, sourcing, legal, finance and others
  • Close collaboration with other functions within corporate development organization including other business assigned corporate development resources, operational and pursuit teams
  • Provide leadership in establishing closer relationship with Innovation Centers, Incubators and other organizations especially in Silicon Valley to support accelerated approach for innovation
  • Develops revenue modeling and financial risk analysis of business opportunities
  • Analyzes trends including competition, market, and regulatory/compliance
  • Provides regular presentations in various company forums upwards to key executives
  • Researches and utilizes market information and strategic intelligence to develop market analyses, business plans and support strategic initiatives
  • Deep knowledge of the business space and strategies (key gaps and critical focus)
  • Bachelor’s Degree in Engineering or Business field, plus Master in Finance
  • Successful track record as a corporate development professional, including identification, pursuit, evaluation, negotiation, and completion of M&A or other equivalent transactions which were critical to the growth of the organization
  • Technical proficiency in supported areas and an ability to evaluate market opportunities and develop strategy using all available resources
  • Strong leadership and influencing skills, working with all levels of the organization in a matrix environment
140

HR Operational Excellence Mergers & Acquisitions Resume Examples & Samples

  • Advise clients though execution of the M&A lifecycle related to Human Resources integration to include: M&A strategy, operational due diligence, integration, restructuring and process design and operating model definition
  • Provide guidance in M&A areas such as synergy capture, cost reduction, shared services, outsourcing, and process redesign
  • Thinking strategically to build the practice
  • Leading project teams to deliver superior results for your client, while monitoring and identifying any project issues to be able to mitigate risk for your client
  • Building your brand and reputation within the firm and amongst clients, articulating our brand
  • Forging strong relationships with clients that will contribute to the growth and development of the firm
  • 8+ years related experience
  • External consulting experience
  • Knowledge of HR function, processes, and best practices
  • Experience in Human Resources M&A integration and Program Management
  • Up to 80% travel required
141

Senior Associate, Mergers & Acquisitions Tax Resume Examples & Samples

  • Work as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services, and communicates findings and opportunities to clients
  • A minimum of three years of experience in federal tax and/or mergers and acquisition in a public accounting firm, corporate tax department, or law firm
  • Excellent research and writing skills
142

VP, Mergers & Acquisitions Investment Banking Resume Examples & Samples

  • Leading the execution and supporting the origination of M&A transactions including public and private sell-sides, buy-sides, etc
  • Overseeing the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading and transaction analyses
  • Developing client relationships through deal execution and pitching, as appropriate
  • Analyzing companies and industries and working directly with client management teams
  • Preparing pitch books, selling memoranda and management presentations
  • Developing client relationships through deal execution and pitching as well as communicating and interacting with internal coverage partners and product areas
  • Managing several projects at once and working effectively as an individual and as a leader of a team, including managing associates and analysts
  • Participating in the recruitment, development and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes)
  • 3+ years of experience as an Investment Banking Associate with a focus on M&A at a top-tier firm
  • Either (i) MBA degree with outstanding academic qualifications or (ii) 7+ years of Investment Banking experience with a focus on M&A
  • Demonstrate a combination of strong quantitative/analytical skills and understanding of accounting and valuation
  • Track record of superior performance with an ability to manage deal teams
  • Superior written and oral communications skills
  • Assertiveness, initiative, strong work ethic, team focus
  • Mastery of software applications
143

Mergers & Acquisitions Accounting Consultant Resume Examples & Samples

  • Work cross-functionally with other departments to lead internal projects and strategic initiatives
  • Evaluate the accounting impact of mergers, acquisitions, divestitures, strategic partnerships and other corporate development opportunities
  • Perform strategic and quantitative analyses, assist in appropriate valuations and deal structures, and conduct accounting related due diligence to execute corporate development opportunities
144

Mergers & Acquisitions Corporate Development Senior Associate Resume Examples & Samples

  • Interface with accounting to coordinate data models needed for acquisitions. Including assumptions and variables
  • Assist in the data analysis to back the strategy and profitability of additional opportunities in the company’s current business lines by expanding geographic footprint
  • Support existing business lines through analysis of one off or unique business opportunities, investments, joint ventures or start up activities
  • Compile, analyze, translate and present research information to management
  • Assist in the preparation of updates and presentations to the board quarterly
  • Assist in preparation of yearly goals for the group, mid-range and longer term strategy for the company and the presentation of group accomplishments for year-end review
  • Assist in preparation and execution of annual budget
  • Communicate with and help manage outside advisors, lawyers, auditors and consultants for the analysis, execution and management of new business opportunities
  • Help in the coordination of cross functional integration issues associated with new business development
  • Responsible for ensuring compliance with applicable laws, regulations and company policies across areas of organizational responsibility
  • Bachelor’s degree in economics, accounting, finance, business administration or quantitative methods required or relevant business experience. MBA preferred
  • Familiarity with statistics and computerized modeling
  • General understanding of accounting
  • At least three to five years of related work experience
  • Experience in financial institutions preferred
  • Must have effective organizational, communication, time-management, interpersonal skills and high attention to detail
  • Must be skilled in use of spreadsheets with demonstrated proficiency in Microsoft Office Products
145

Mergers & Acquisitions Relationship Manager Resume Examples & Samples

  • Responsible for accounts of moderate intricacy, complexity, level of risk and annual fee generation
  • Responsible for timely execution of all cash flows, fee billing, internal and external reporting, tickler processing
  • Monitor all activity related to accounts to ensure accounts are setup and operating within established guidelines
  • Review accounts on relevant administrative and operational systems/databases within established guidelines
  • Reviews, analyzes and provides comments to counsel on all operative documents pertaining to assigned accounts
  • Evaluates fees for suitability and conformance with fee schedules
  • Partners with Fee Billing and Collections to monitor and collect aged receivables, where appropriate
  • Coordinates all administrative, operational and risk management support for assigned accounts
  • Research and resolve issues related to all aspects of asssigned accounts
  • Provide coverage and support to other Relationship Managers within assigned Section/Unit
  • Collaborates with other parties, including but not limited to attorneys, financial advisors, interested parties and alliance/service partners, to structure and close capital market transactions
  • Represents WTC at formal transaction closings, attends and chairs meetings/client presentations and prepares relevant documentation
  • Responsible for supervising and mentoring direct reports
  • Participate in departmental projects and corporate initiatives
  • Implement approved fee increases, fee discounts and waivers as identified or instructed
  • Assist management with the development and operation of business products and processes
  • Assume additional responsibilities as requested
146

Mergers & Acquisitions Director Resume Examples & Samples

  • Minimum 5 years experience in M&A (Transaction services, investment bank, Corporate)
  • Strategic and business awareness
  • Strong financial skills (valuation, due diligence, purchase price, knowledge of the financial impacts on the Company)
  • International profile / ability to work in a multicultural environment
  • Negotiation skills: Ability to negotiate agreements with partners / sellers / customers within acquisition/JV team
  • Legal / Contractual and Ethics & Compliance awareness
  • Strong communication skills (communication at all ALSTOM levels)
  • Fluency in English + second language
147

Analyst, Mergers & Acquisitions Resume Examples & Samples

  • Evaluating and analyzing the financial needs of corporate clients, including financial and written analysis of companies and industries
  • Development of detailed financial models and valuation materials
  • Supporting deal execution and due diligence efforts
  • Preparing transaction marketing materials and presentations
  • Preparing client presentations (including compiling data and assembling presentation materials)
  • Applying product and capital markets knowledge to help clients achieve their financial objectives
  • Minimum one year of investment banking/merger & acquisitions work experience preferred
  • A clearly defined interest in Mergers & Acquisitions
  • Strong quantitative skills focused on financial analysis, accounting and financial theory
  • The ability to excel under pressure amid demanding deadlines
  • The ability to perform effectively in a team environment
  • Demonstrated ability to quickly adapt to new situations
  • A strong sense of personal integrity
  • A high level of energy and a keen desire to learn new concepts
  • Independent thinker and proven ability to make decisions
148

Associate, Mergers & Acquisitions Resume Examples & Samples

  • MBA and at least one year of M&A experience or Undergraduate Degree in Business (Accounting, Finance, Econ) or Technical Sciences (Engineering, Physics) and three years of investment banking experience
  • Possessing the ability to succinctly express ideas
  • Extraordinary critical thinking and problem solving ability
  • MBA, MA in Accounting, MS in Finance or other advanced financial certification (CFA/CPA)
  • 3+ years investment banking M&A experience
  • Series 7/79 & 63 (within six months of employment)
149

Finance Director of Mergers & Acquisitions Resume Examples & Samples

  • Assist with the assessment of inorganic growth opportunities and their operating environment, associated risks and opportunities, including recommendations for acquisitions
  • Assist with the development and execution of certain business development opportunities
  • Provide inputs and develop key assumptions and data for financial models and presentations with respect to certain transaction opportunities
  • Assist with accounting-, valuation- and tax-related matters
  • Assist corporate Legal to ensure full and complete adherence to Company policies
  • Prepare or assist in preparation of investment packs for regional and Investment Committee consideration
  • Oversee day-to-day collaboration on financial aspects of project plans for prospecting, due diligence and integration activities, including creating and documenting key requirements and ensuring they are met (e.g., deliverables from cross-functional teams)
  • Manage projects and communication between corporate and international finance and regional cross-functional teams
  • Fluency in English and either Spanish or Portuguese
  • Demonstrated experience in all phases of acquisition activity, including business development, due diligence, negotiation and integration, with emphasis on the wireless tower business
  • Successful background in creating and presenting detailed financial models and deal summaries
  • General knowledge of accounting and tax implications in various Latin American environments as well as the ability to work with and coordinate specialists, both in house and external
  • Ability to negotiate with potential sellers, customer and partners, understanding especially value trades over time
  • Demonstrated success at identifying and synthesizing internal and external customer needs into concise and clear presentations
  • Ability to work effectively across many internal functional groups to optimize product offerings, create a seamless internal and external customer experience and resolve complicated issues
  • Self-motivated; able to work both independently to complete tasks and respond to department requests and with others to create successful, high-quality solutions
  • Proven track record for collaboration and teamwork across organizational and geographic boundaries and levels
  • Excellent planning skills and priority management in a dynamic and fast paced environment
  • Highly developed problem solving and negotiation skills
  • MBA degree preferred
  • A minimum of 7–10 years of experience with at least 3 years of either senior finance, investment banking, or mergers and acquisitions preferred
  • Experience in the wireless tower or related industry strongly preferred
  • Experience with Latin American accounting and tax environments
  • Experience with project management or coordination of complex tasks
150

Staff Writer, Mergers & Acquisitions Resume Examples & Samples

  • Master the basics of a given beat or beats, showing an understanding of the areas you’ll be covering, the various interests that bring pressure to bear on producing or changing policies, and an understanding of how financial markets and federal regulatory agencies work
  • Write spot news stories of varying lengths on a daily basis that are timely, succinct, forward-looking and focused on the interests of a legal audience
  • Contribute to other parts of CQ, particularly CQ News and also CQ Weekly
  • Recognize the interests and expectations of Westlaw subscribers related to news on markets and securities
  • Come up with incisive and relevant story ideas
  • Demonstrate accuracy and effective writing skills by making sure stories are free of errors, style mistakes, typos or inaccuracies
  • Maintain contacts with a broad network of sources and provide timely, even-handed and informative news and analysis
  • Identify the major players on crucial beats and forge relationships with those individuals
  • Bachelor’s degree or equivalent work experience, preferably in business journalism
  • Proven organizational skills and attention to detail
  • Strong interpersonal communications skills
  • Ability to switch quickly among news priorities
  • Familiarity with the tools used to create compelling graphics and video
  • A collaborative work style and the ability to be a team player with other CQ reporters and editors
  • Flexibility and an ability to adapt to change as well as a high degree of accuracy and fairness, as well as correct grammar and spelling
  • A strong work ethic and adaptation to changing news situations, including a willingness to work odd hours when news happens
  • Ability to meet deadlines and ensure that copy is free of misspellings, style errors or mistakes
  • Ability to work with editors to develop story ideas, schedule them and deliver them on time while keeping in close touch with editors about developments on news beat
151

Mergers & Acquisitions Resume Examples & Samples

  • Monitor costs on assignments and ensure that any unexpected variances are identified and reported internally
  • Understand how and why value is added to clients through the deal process
  • Apply core technical and commercial skills to a variety of situations
  • Model the financial implications of transactions
  • Creative in the sourcing and use of information and able to make sensible assumptions where appropriate
  • Absorb new technical information quickly, and quickly develop a deep understanding of the strategic rationale for transactions
  • Research and analyses key value drivers at a market and business level
  • Research thoroughly and present information clearly
  • Prepare client reports advising on fund-raising, restructuring, acquisitions and disposals
  • Prepare information memoranda upon the disposal of businesses and research target profiles on acquisitions
  • Produce work to tight deadlines, often under pressure
  • Sound commercial judgment and an ability to generate creative solutions to problems and 'think on your feet'
  • Take responsibility for own workload, ensuring utilized fully and that all tasks are efficiently completed
  • Keep the team informed of progress, drawing issues to their attention and discussing conclusions with them
  • Develop negotiation skills
152

Mergers & Acquisitions Specialist Resume Examples & Samples

  • Exhibits excellent coaching and leadership capabilities
  • Results orientated
  • Exhibits excellent negotiating and influencing skills
  • Outstanding verbal, written and presentation skills
  • Ability to establish and maintain effective working relationships with all levels
  • Strong Change Management skills
  • Excellent Business Acumen
  • Organizational Effectiveness skills
153

Mergers & Acquisitions Senior Consultant Resume Examples & Samples

  • Experience participating in setting engagement objectives and scope
  • Experience designing deliverable content to precisely reflect the engagement contract and client needs and strive to improve deliverable quality through verification and validation of results
  • A Bachelor's Degree is required
154

Analyst Mergers & Acquisitions Resume Examples & Samples

  • Bachelor’s degree or higher in accounting, finance, economics or a business discipline from an accredited university
  • Minimum of three (3) years of combined experience in accounting and/or finance
  • Minimum of 3 years combined experience in finance and/or financial due diligence department of a corporation, investment bank and/or a management consulting firm
  • Minimum of 3 years experience in providing business counsel
  • Minimum of 1 year of combined experience with project management and/or project leadership
  • Minimum of 1 year experience with mergers and acquisition related integrations
  • Certified Public Accountant (CPA) and/or Certified Management Accountant (CMA) certification
  • MBA from an accredited university in Finance, Accounting or Economics
  • Minimum of 1 year of cost accounting experience in a manufacturing environment
  • Minimum of 1 year of global/international experience
  • Minimum of 1 year of SAP ERP experience
  • Minimum of 3 years of experience with Microsoft Office Suite
155

Director, Mergers & Acquisitions Resume Examples & Samples

  • Train, Develop and Mentor the M&A diligence team to facilitate growth while accommodating internal and external customers
  • Lead, coordinate and participate in due diligence efforts for potential acquisitions between internal decision makers and other internal resources, management and other key personnel of the company being acquired, and third party resources, including, but not limited to outside counsel, accounting firms, and brokers for both parties
  • This role needs a player / coach who can adjust to different types of deals, coach team members who are managing engagements, and pitch in to meet deadlines and complete diligence efforts along the way
  • Oversee the financial analysis, including but not limited to review of financial statements and business contracts, interviewing key personnel from the practice in order to better understand their business processes, develop prospective revenue and budget models, perform site visits as necessary, and provide management with a clear and concise diligence report to assist with the decision making
  • Serve as a contact and guide employees and prospective sellers on all internal and external diligence related questions and concerns
  • Ability to effectively communicate at all personnel levels (staff person to senior management) both internally and externally based on the information required at each particular level
  • Able to maintain the utmost confidentiality and discretion with respect to dissemination of information
  • Detail oriented; able to keep key personnel on task regardless of their position in the organizational and target hierarchy
  • Ability to understand and explain the relevance of various diligence requests from each functional area as well as be able to distinguish between and make decisions on critical ‘must have’ requirements necessary to close the deal vs. ‘nice to have’ secondary requirements
  • Proficient in Word and Excel; familiarity with Access, including running queries for large amounts of data
  • Ability to effectively prioritize and execute tasks in a high-pressure environment
  • Experience working both independently and in a team-oriented, collaborative environment
  • Bachelor’s Degree from a four year College or University in Accounting or Finance or related business field and 8 or more years of relevant experience; Master’s Degree preferred
  • CPA Preferred
  • 5 or more years of management level experience
  • 5 or more years of accounting, finance or internal audit experience, preferably in healthcare
  • Familiarity with cash to accrual concept and impact on financials
156

Mergers & Acquisitions IT Senior Consultant Resume Examples & Samples

  • Solution Delivery: Deliver large, complex client engagements by identifying, designing, and implementing creative business and technology solutions for large companies
  • Advanced IT Knowledge: Provide subject matter expertise across critical components of IT (e.g. infrastructure, applications, IT operations, IT finances and expenses, Active Directory, end-user computing, messaging, enterprise architecture, testing)
  • Technical Solutions: Advise on industry-leading solutions enabling complex M&A transactions (e.g. SaaS/IaaS, virtualization, public/private clouds, social media, data management and loss prevention)
  • M&A Expertise: Guide clients on key concepts and strategies for M&A engagements, including but not limited to stranded cost analyses, aggressive timelines, business continuity during transformation, synergy identification and capture, system cutovers)
  • Client Management & Advisory: Provide top-tier consulting services by identifying key client business issues, determining client needs, evaluating and validating analyses, and developing recommendations for the client in the context of the overall engagement
  • Deliver Results: Create high-quality deliverables and work with teams to build strong relationships to deliver exceptional outcomes
157

Mergers & Acquisitions Resume Examples & Samples

  • Support deal teams in the execution of merger and acquisition transactions and corporate finance advisory assignments from start to finish, working closely with Partners, Managing Directors, Vice Presidents, Senior Associates and outside advisors
  • Assist in the preparation of financial models, business valuations and other materials to be used in presentations and as support for deal processes
  • Assist in the preparation of confidential information memoranda to be utilized in transactions
  • Interact directly with Partners and Managing Directors on matters related to client and engagement management by working on proposals and participating in sales meetings
  • Undergraduate or graduate degree in Finance, Accounting or Economics, preferably with a CPA
  • One to three years of experience in professional corporate finance advisory functions, investment banking, commercial banking, consulting, and/or public accounting
  • Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties
  • Organized and able to simultaneously manage multiple projects/priorities in a time critical, fast paced environment
  • FINRA Series 79 and 63 Investment Banking securities licenses, or ability to obtain required licenses within 90 days of hire
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Mergers & Acquisitions Consultant Resume Examples & Samples

  • Experience participating in setting engagement objectives and scope. Consultants will synthesize overall strategy by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements such as business case, pricing, or complex financial analysis, and interpreting and reporting on outputs
  • Minimum of a Bachelor's degree and 5+ years consulting and/or industry experience; alternatively an MBA with 3+ years relevant work experience is acceptable
  • Ability to travel 80-100% required
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Mergers & Acquisitions Due Diligence Project Manager Resume Examples & Samples

  • Manage the Due Diligence process for multiple acquisitions simultaneously
  • Review and analyze the sufficiency of documentation as it relates to a specific Diligence request
  • Responsible for administering data room access to internal and external users, as well as uploading content to the site
  • Oversee the data room and manage the internal distribution of information to all relevant parties. Prior knowledge of data room software is a plus
  • Organize and synthesize information through the preparation of summaries, reports, spreadsheets
  • Work directly with attorneys, internal M&A team, business department leaders, and external targets related to corporate transactions (both Asset and Equity deals)
  • Extreme attention to detail, accuracy, and confidentiality pertaining to sensitive information and documentation
  • Excellent organizational and communication skills
  • Coordinate the due diligence and coordinate the activities of other external advisors (e.g. legal counsel, auditors, 3rd party contractors) as required by the company
  • Interacting across Finance, IT, HR, Transportation, Legal, and Operations functional areas in due diligence and pre-close integration planning
  • Possess strong interpersonal skills with ability to build strong relationships
  • Accepts ownership of projects and is successful in driving projects, as well as daily tasks, to a successful conclusion
  • Is responsive and sensitive to internal and external deadlines
  • Able to maintain confidentiality AND interact with people in a manner which shows sensitivity, tact, and professionalism
  • At least 1-2 years of post degree experience in corporate development, transaction services or business development function
  • Highly proficient in Excel, Word, PowerPoint
  • Degree or certificate in Paralegal Studies is a plus
  • Knowledge of Automotive Aftermarket (parts/service) is a plus
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VP, Mergers & Acquisitions Resume Examples & Samples

  • MBA and at least three years of M&A experience or Undergraduate Degree in Business (Accounting, Finance, Econ) or Technical Sciences (Engineering, Physics) and six years of investment banking experience
  • Possessing the ability to communicate effectively across deal teams (internally and externally)
  • Demonstrated ability to manage deal teams
  • 6+ years investment banking M&A experience
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Director, Mergers & Acquisitions Resume Examples & Samples

  • Performing industry research and analysis to identify potential acquisition targets and strategic fit of target companies
  • Developing and maintaining relationships with potential targets from initial stage to deal closing
  • Developing detailed financial models and valuation analysis for potential transactions
  • Coordinating and implementing due diligence for potential transactions
  • Creating investment proposals, along with supporting analysis and findings, for review by SEC’s Executive Management team
  • Supporting and facilitating negotiations of transaction terms and legal documentation
  • Interfacing with finance, legal, tax and other departments of SEC to ensure seamless deal execution
  • Coordinating and supporting integration planning, tracking and processes for new acquisitions
  • Minimum of 10 years of work experience, with at least 5 years in an M&A/ business development role
  • Bachelors degree in business, Finance or related field; MBA preferred
  • Experience in the elevator /escalator business and/or construction industry preferred
  • Bilingual and/or Spanish as a second language preferred
  • Experience in a large multinational company preferred
  • Demonstrated experience in advanced financial modeling, analysis and research, including discounted cash flow, accretion/dilution, synergies and multiple analysis
  • Experience with a variety of transaction structures for comprehensive analysis
  • Demonstrated ability to work with executives and building relationships at every level of the organization
  • Outstanding written, oral communication and relationship building skills
  • Self-starter capable of exercising independent judgment and working independently
  • Expert level knowledge of Microsoft Excel and PowerPoint
  • Experience working effectively as part of a small team
  • Ability to thrive in a fast-paced, high-pressure environment
  • Ideal candidate is entrepreneurial and driven by a new challenge
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Director, Finance, Mergers & Acquisitions Resume Examples & Samples

  • Target Identification and Screening – Assist V. P. Mergers & Acquisitions in translating Corporate Development Strategy into market specific target lists and identifying transaction candidates. Work with external resources to screen opportunities to match corporate development guidelines
  • Prepare Information Briefs for Deal Flow – Prepare analysis and presentations for the approval of transactions for Senior Management and the Board of Directors
  • The position requires a highly motivated individual with excellent written and verbal communication skills, strong research, analytical and spreadsheet modeling skills and the ability to interface with various levels of management
  • Must be able to develop an understanding of Corporate strategy and help translate it into actionable plans and transactions, operating both independently and as part of a highly focused, inter-disciplinary deal team
  • The position demands the ability to influence and inspire others with informal reporting relationships
  • An MBA with a concentration in Finance preferred
  • Four to six years of experience in finance / valuation / accounting is required. Exposure to acquisition due diligence and valuation would be a plus
  • Some travel required, including international
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Mergers & Acquisitions Resume Examples & Samples

  • Proven success at influencing and leading resources across multiple functions, workgroups, and management levels
  • Established credibility with upper management
  • Demonstrated excellent project management, communication, and teamwork skills
  • Ability to formulate the big picture while working on project details
  • A tolerance for ambiguity and flexibility to changing projects and priorities
  • Must work at Santa Clara site, not remotely
  • Desired: A strong finance background as well as familiarity with legal contracts
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Paralegal, Mergers & Acquisitions Resume Examples & Samples

  • Assisting with internal due diligence, creation and maintenance of datarooms, and coordination, working closely with, contract administration, corporate development, paralegals, and lawyers
  • Drafting, negotiating and finalizing legal documents related to acquisitions and divestitures, including confidentiality agreements, disclosure schedules, closing documents, and checklists
  • Assist with the management of document review processes, including preparing and reviewing comments and redlines, seeking internal feedback, and incorporating modifications and amendments as appropriate
  • Developing and implementing processes, systems and tools to promote disciplined and effective acquisitions and divestitures
  • Along with attorneys, serve as a resource for and respond to questions about processes, summaries, reports, metrics, tools, resources, databases, and best practices related to acquisitions, divestitures, and legal integration of acquisitions from legal staff supporting such activities as well as other interested personnel
  • Provides direct support to internal clients (using discretion to handle matters directly or involving an attorney)
  • 2+ years of mergers and acquisitions experience in a law firm and/or in-house
  • Must be highly organized with strong attention to detail, able to handle pressure, and understand the importance of deadlines and handle high volume of work in a fast-paced environment
  • Demonstrates strong people skills and ability to work with individuals at all levels and in all areas of the organization
  • Exercises good judgment and recognizes when to ask for help or escalate issues
  • Demonstrates strong computer skills (MS Word, Excel, PowerPoint and general database management)
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Mergers & Acquisitions Consultant Resume Examples & Samples

  • Understand general requirements in terms of overall contribution to business value
  • Perform due diligence activities for acquisitions and strategic partnerships
  • Implement due diligence review process for AdvantEdge Analytics, formation of cross-enterprise due diligence teams, development of recommendations based on due diligence results
  • Manage integration process and timeline working with cross-enterprise integration teams and development of recommendations based on integration and due diligence work
  • Evaluate potential targets in conjunction with Corporate Development team to make prioritization decisions for acquisitions and/or partnerships
  • Develop a strong working relationship/rapport with the Corporate Development team as well as other key integration subject matter experts across the business
  • Measure and understand the customer experience with competitors by reviewing available data including primary research results, win-loss business analysis, and front line employee feedback
  • Analyze and disseminate key insights, ensuring resulting insight is reliable and actionable
  • Facilitate data-driven, fact-based decision making
  • Maintain market intelligence information to efficiently organize and share market, industry, and competitor information with the AdvantEdge team and across CUNA Mutual Group
  • Help in executing on the overall vision and objectives of the strategy
  • In partnership with Legal, Corporate Development, and other teams; execute on our strategies (e.g., mergers and acquisitions, strategic partnerships, integration plans, and competitive intelligence)
  • Build awareness internally, including ensuring that business partners (e.g., enterprise data governance, legal, compliance, risk management, etc.) are familiar with product vision and business potential
  • Prioritize decisions quickly, accurately, and effectively, with clear view of the business impact of those decisions
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Senior Counsel, Mergers & Acquisitions Resume Examples & Samples

  • Lead legal activity for mergers, acquisitions, joint venture and divestitures as well as transactional and business support experience
  • Expertise in financial modeling, forecasting, and negotiations
  • Develop strong collaborative relationships with key stakeholders across the North American Business Units
  • Become a trusted business partner so that legal issues can be identified proactively and dealt with expeditiously
  • Day to day responsibilities in several practice areas including but not limited to transaction/contract review, negotiations, advertising review, communications (internal and external) review, training/education and compliance
  • Negotiate effectively with opposing counsel, so that deals and transactions are timely closed and the company's interests are protected
  • Educate and inform clients across the organization on compliance and legal issues that inform business decision-making
  • Collaborate as necessary with colleagues in focused practice areas in the Law Department
  • 5-10 years of transactional and corporate legal experience
  • Juris Doctorate Degree with superior academic credentials from an ABA accredited Law School
  • Minimum of 5-10 years law firm or in-house counsel experience
  • Admitted to practice in the state of Tennessee or admitted to practice in a state that offers reciprocity with the state of Tennessee
  • Must have a proven track record of directly building, managing and maintaining strong collaborative relationships with a variety of corporate clients in different areas of the company: sales, manufacturing, marketing, logistics, finance, etc
  • Effectively provide counsel, training and education to a variety of audiences: production supervisors, managers, executives, board members, etc. Must have a strong ability to adjust presentation style and focus to suit a particular audience
  • Comfortable and confident advising and educating clients on complex and difficult compliance and regulatory issues
  • Diplomatically but expeditiously give "bad news" about risks as well as legal or regulatory limits or requirements
  • Instincts to inform clients about the legal risks embedded in business decisions while also providing alternatives so the business can make informed and balanced decisions. But must be able to say "no" when "no" is appropriate and necessary
  • Must keep leadership of the law department and the company properly and timely informed about legal issues facing the division
  • Work autonomously as necessary, collaboratively when appropriate
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Mergers & Acquisitions Attorney Resume Examples & Samples

  • Advise senior bankers on commercial and reputational, as well as structural and deal-related issues relating to proposed M&A transactions
  • Review fairness opinions, board presentations and related proxy disclosure (including updates in response to SEC comments). Coordinate with outside counsel
  • Advise Investment Banking Committee in connection with its review of M&A transactions, fairness opinions and valuation materials
  • Assist Conflicts Officers in identifying and addressing potential conflicts
  • Assist bankers in preparing and negotiating engagement letters and related agreements
  • Remaining current and informed on developments in Delaware case law that impacts investment banks and M&A transactions
  • Develop policies and procedures applicable to the M&A and Advisory business
  • Advise the M&A department regarding business practices
  • Assist in training where appropriate
  • You have attained a JD and are a member of the NY State Bar
  • Your record reflects excellent scholastic achievement at a major US Law School
  • You have developed general M&A and/or capital market experience
  • You have at least 5-7 years of experience at a large NY law firm or similar sized bank
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VP Mergers & Acquisitions Resume Examples & Samples

  • Serve as one of the primary project leaders in the execution of merger and acquisition (M&A) and corporate finance advisory assignments from start to finish, working closely with Partners, Managing Directors and other outside advisors
  • Analyze risks and opportunities while advising both buyers and sellers on alternative strategies for acquisition, disposition, and restructuring of businesses
  • Perform financial modeling and work with tax and legal professionals in the structuring of transactions and analyzing contracts and agreements
  • Communicate with business owners to ensure delivery of exceptional client service
  • Supervise, develop and train engagement teams on client projects
  • Interact directly with Partners and Managing Directors on matters related to client and engagement management
  • Assist with strengthening existing client relationships by participating in sales meetings and working on proposals
  • Bachelor's degree in Finance, Accounting, Economics or related field required
  • Minimum of five (5) years of progressive experience in professional corporate finance advisory functions, investment banking and/or public accounting, including a minimum of one (1) year of supervisory responsibilities required
  • Strong financial modeling, valuation and excel experience required
  • Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills, and highly developed Microsoft Suite skills (Word, Excel) required
  • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties
  • FINRA Series 79 and 63 Investment Banking securities licenses or ability to obtain required licenses within 90 days of hire
  • Organized and able to simultaneously manage multiple projects/priorities in a time critical, fast paced, transaction oriented environment
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Attorney Corporate Mergers & Acquisitions Resume Examples & Samples

  • JD from an accredited law school, excellent academic credentials and current member in good standing with Georgia or other state bar
  • A minimum of 4-6 years legal M&A experience in large law firm environment or corporate legal department
  • Securities law experience considered helpful
  • Well-organized self-starter able to handle multiple projects simultaneously and meet deadlines
  • Capable of working independently with little supervision
  • Strong analytical skills and ability to balance business needs with legal risks
  • Ability to effectively communicate ideas and strategies with senior executives
  • Excellent verbal and written communication skills with particular emphasis on contract drafting abilities
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Senior Financial Analyst Mergers & Acquisitions Resume Examples & Samples

  • 3 + years M&A / auditor experience
  • IFRS Experience would be an advantage
  • Excellent eye for detail being able to identify risk and opportunities in M&A activity
  • Ability to work under pressure and to deadlines
  • Strong analytical skills with well-developed technical skills in financial modelling
  • The capability to persuade and communicate at all levels within the business
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Director, Mergers & Acquisitions Resume Examples & Samples

  • Negotiate, prepare and oversee complex transactions including mergers, acquisitions, multi-national agreements, financing agreements and technology transfers in a cross functional, team oriented environment
  • Provide strategic support and partnership to various corporate functions, including Strategic Development, Corporate Marketing, Corporate Communications and Finance
  • Provide timely and effective legal advice on a wide variety of corporate and commercial legal issues
  • Occasionally provide litigation support
  • Sporadically travel internationally, primarily to Asia
  • Have excellent oral and written English-language skills, so that you can make effective, succinct presentations to senior leaders on complex matters and can create high quality documents
  • Interact successfully with other business groups to achieve corporate objectives
  • Work independently with limited supervision
  • Select and manage internal resources and outside counsel
  • Be creative, innovative, accessible and approachable
  • Manage budgets
  • Work hard and be nice; you must play well with others
  • J.D. or equivalent from a top law school
  • California bar membership
  • 10+ years of experience
  • Background or experience in the semiconductor equipment and/or semiconductor industry
  • Korean, Japanese and/or Mandarin language skills are a plus
  • Strong antitrust, cyber security and/or government affairs are a plus
  • Technical or engineering background is a plus
  • Candidates of diverse backgrounds encouraged
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Mergers & Acquisitions Consultant Resume Examples & Samples

  • Lead due diligence, integration planning and guide execution of merger, acquisition and divestiture transactions with particular emphasis on HR related functions. Contributes to all aspects of the M&A initiatives, from inception through the due diligence, cloing and integration, and coordinates internal approval and communication processes for completion of the transaction
  • Manage HR transactions/initiatives at both pre-close and post-close stage within the M&A lifecycle. Serves as the M&A SME and Project Manager, facilitating all HR relates initiatives with key stakeholders and COE Teams. Evaluate all liabilities associated with employee programs. Partners wth COE Teams to design and implement organizational architecture integration in addition to the validation of synergy and cost assumptions as it pertains to human capital. Identify potential risk and develop specific plans to mitigate or address concerns
  • Support management and employee communications and training materials. Prepare side by side comparison of programs including cost comparisons in partnership with HR functional leaders, legal counsel and/or other key stakeholders
  • Strong project management methodology background, including schedule, scope, issue and risk management experience, change management, strategic planning and analysis. Responsible for integration planning and budget and partnering with shared service and COE teams to execute integration plan
  • Partners with Workforce Compliance, Legal, HR Operations and other key stakeholders to drive HR policy harmonization, consistency in application and employee communication across the organization
  • Develop and manage integration playbook. Assist with global opportunities as necessary and continually refine best practices to improve efficiency of integration
  • 8+ years HR experience including 3+ years project management experience
  • Knowledge of Compensation and Benefits preferred
  • M&A experience including large scale change management preferred
  • Demonstrated analytical and problem solving skills, including Excel and PowerPoint skills
  • Strong organizational skills and project management experience required
  • Team oriented and ability to build relationships and trust at all levels of an organization and across functions
  • Ability to handle several time-sensitive projects and work independently
  • Must be a consensus builder
  • Must be able to travel 25% (domestic and international)