Manager, Mergers & Acquisitions Job Description
Manager, Mergers & Acquisitions Duties & Responsibilities
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Sample responsibilities for this position include:
Manager, Mergers & Acquisitions Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Manager, Mergers & Acquisitions
List any licenses or certifications required by the position: CPA, PMP, JD, EA, HR, CA, ITIL, CRISC, CIPP, CISM
Education for Manager, Mergers & Acquisitions
Typically a job would require a certain level of education.
Employers hiring for the manager, mergers & acquisitions job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Taxation, MBA, Business, Business/Administration, Economics, Operations Management, Engineering, Information Technology
Skills for Manager, Mergers & Acquisitions
Desired skills for manager, mergers & acquisitions include:
Desired experience for manager, mergers & acquisitions includes:
Manager, Mergers & Acquisitions Examples
Manager, Mergers & Acquisitions Job Description
- Work with Operating Groups to assess growth and profit drivers and trends, challenge assumptions driving projected financial performance, and develop realistic financial projections that drive the valuation models
- Recommend valuation and transaction structure
- Develop and present the business case and strategic rationale for potential transactions, inclusive of valuation and transaction structure recommendations, to Executive Leadership
- Manage the formal due diligence process for potential transactions
- Develop and maintain a compliance master comprehensive roadmap “playbook” to be applied to each merger or acquisition
- Create and maintain a central repository of relevant information from each M&A
- Ensure business continuity at closing
- Understand industry risk and apply it
- Responsible for staying current with firm policies and procedures, FINRA, MSRB, SEC and other regulatory bodies in order to understand the M&A impact on each compliance department and systems
- Work independently or with other members of Compliance and/or various members of other departments, to coordinate the drafting, creating and updating of material as required by merger developments or changes in the firm’s business practices
- Orchestrate and coordinate the merger from a compliance viewpoint
- Translate meeting discussion notes into an internal action plans and internal communication
- Other duties and projects as assigned by the Compliance Director
- Process Management & Deal Execution
- Assist the Executive Director in managing transaction processes and due diligence for acquisitions and investments, which entails collaborating with relevant divisions and business units across Turner and with any 3rd party advisors
- Regularly coordinate with Turner divisions and business units regarding business initiatives
Manager, Mergers & Acquisitions Job Description
- Work with and assist other senior members of the Transaction Services tax team with various technical tax issues
- Be part of a multi-disciplined Crowe team focusing on tax due diligence, tax structuring and post-close tax planning and tax reporting
- Develop your technical tax expertise to a higher level in focusing on M&A transactional tax matters including key areas such as Sub chapter C, partnerships and other flow through entities, international tax planning, tax structuring, tax accounting/ASC 740 analysis and review
- Engage with and develop other less experienced team members as to tax technical issues
- Expect to be challenged both technically and in the business development aspects of what we do
- Lead and contribute to business development efforts, including Statements of Work (SOW), proposal development, client presentations
- Perform the role of counselor and coach
- Masters of Tax/ Law or CA, with previous international tax or M&A experience will be highly regarded
- Partner with Business Development organization, therapeutic area leads and their IT representatives for IT aspects of mergers, acquisitions and divestitures
- Partner with Business Development for the full project lifecycle including project planning and initiation, project execution and delivery, and project closure
- Holds, or is working towards, an appropriate professional designation
- 5 years of federal tax research, planning and tax consulting experience from a public accounting firm, corporate tax department or law firm environment
- Transaction tax M&A experience in the corporate environment or in working with/for private equity funds differentiates you
- General tax experience in corporate tax across various industry sectors helpful
- Possess the ability to manage yourself and others on multiple engagements and client service teams that run simultaneously
- Have ability to undertake complex tax research assignments and come to conclusions
Manager, Mergers & Acquisitions Job Description
- Implement lessons learned for each project and incorporate into enterprise processes for future improvements
- Forge and maintain external networks to learn and inform improved practices
- Manage project plans, timescales and budgets to deliver efficiencies
- Make decisions and take timely independent action in pursuit of priorities
- Manage security processes and compliance risk with partner and IT security team
- Collaborate with J&J IT Global Technology Services and Application Services to ensure that plans are consistent with integration and divestiture playbooks
- Write clearly and informatively with a high level of sophistication
- Serve as the Functional Area Representative (FAR) for Information Security
- Work on a cross functional team within InfoSec and across the organization on potential mergers and acquisitions
- Conduct security due diligence of potential acquisitions
- Proficiently research technical issues arising from such brainstorming sessions
- Keep current with tax practices and changes in the tax law having a direct impact on our current and prospective clients
- Draft and assist in the delivery of proposals and other client presentations
- Mentor and supervise tax professionals serving as Associates, Senior Associates and Directors
- May mentor and supervise staff
- A Bachelor's degree and at least 2- 5 years of related work experience
Manager, Mergers & Acquisitions Job Description
- Address any security related issues with thoughtful solutions
- Oversight and preparation of financial and economical analyses
- Working with senior leadership on all phases of the pre-merger process, post-merger implementation
- Builds and manages results-driven teams by taking a strategic and technical view of performance management by involving employees in planning, relationship building, decision-making and analysis processes
- Supports the long term business planning process as needed
- Collaborates with EVP Specialty Banking on projects in the specialty banking space (indirect, cards, leasing, wealth management, payments)
- Understand and communicate financial and accounting issues related to Mergers & Acquisitions
- Prepare financial modeling and valuation of target companies
- Assist Corporate Development Group in preparing initial non-binding proposals and final offers for target companies
- Perform due diligence reviews on-site and report results to the relevant team members
- Experience structuring domestic and transactions
- A minimum of eight years of progressive federal tax consulting experience, some amount of business entity tax compliance experience in public accounting or a combination of corporate and public accounting experience
- Technical expertise in M&A Tax and transaction related matters, including significant experience conducting buy and sell-side tax due diligence projects, including diligence on pass-through entities
- Superior analytical, technical, and tax accounting/technology skills with working knowledge US GAAP
- Minimum 8 years of experience in a top tier consulting firm and / or Big 4 transaction services and / or investment banking or in-house strategy and M&A function with practical experience in managing M&A strategy, integration and separation projects
- Experience in expanding existing accounts creating new revenue streams
Manager, Mergers & Acquisitions Job Description
- Prepare timely reports and communication to functional areas
- Train other employees both within and outside the department
- Exceptional analytical thinking and modeling skills, including DCF, comparable company, trading comparable, LBO analyses, and the ability to apply
- Develop and maintain complex financial valuation models, financial assumptions and strong underlying business case
- In-depth experience modeling acquisitions, divestitures, spin/split-offs, joint ventures, strategic analysis, buy vs
- Candidates should demonstrate leadership experience and an interest in M&A and general interest in Corporate Finance
- Assist with the oversight, review, ongoing maintenance, and follow-up of the various transactional components in our international business/tax structure
- Assist with, and eventual management of, tax due diligence for M&A transactions
- Assist with the planning for and compliance with the Base Erosion and Profit Shifting (“BEPS”) action items as countries adopt
- Builds productive and long-term relationships with clients and colleagues, across a broad network, based on mutual respect
- Solid M&A strategy, integration and divestiture project delivery experience
- 8+ years of professional experience in Life Sciences industry, a few years functioning as a Senior Manager in a Consulting environment
- Degree focus in computer science or business administration is preferred
- 1 year of experience leading merger & acquisition integrations of IT at a company is preferred
- 3 years of Project Management experienced in complex or large-scale projects is required
- Experience participating in large, cross functional teams (ex, 10-15 people) is required