- Assist in the structuring and negotiation of financial terms in the IOI/LOI, including purchase price, earn-outs, and other financial considerations, ensuring financial feasibility and alignment with the company's strategic objectives
- Lead the financial due diligence process, working closely with internal teams and external advisors.
- Review financial models and valuation analyses to support investment decisions
- Collaborate with legal, finance and tax teams to review the purchase/sale agreements and take ownership of the appropriate finance elements
- Calculate the net working capital target, considering any specific factors that may impact the target company's working capital requirements
- Consolidate the financial due diligence report and findings
- Prepare and review the closing statement to summarize the financial aspects of the transaction, including the final purchase price, working capital adjustments, and other financial considerations
- Prepare and/or review the funds flow memorandum
- Oversee the post-closing true-up process to reconcile any discrepancies or adjustments to the closing statement and funds flow memorandum
- Develop a playbook for the financial integration, ensuring a smooth transition of financial systems, processes, and reporting
- Support the integration of financial planning and analysis (FP&A) processes, including budgeting, forecasting, and reporting, to ensure alignment with the acquiring company's financial objectives
- Monitor and track the financial performance of the acquired company post-close, supporting any earnout or special bonus reporting/execution
- Bachelor's degree in finance, accounting, or a related field
- Strong understanding of financial concepts and principles
- 5+ years relevant experience in mergers and acquisitions or corporate development
- Experience working with legal, tax and M&A accounting advisory specialist
- Experience reviewing purchase agreements
- Strong communication and interpersonal skills
- Ability to work effectively in a fast-paced and dynamic environment
- Proficiency in Microsoft Office Suite
- Strategic thinking - deep understanding of the business and an ability to think through business issues.
- Detail oriented.
- Ability to build relationships with senior stakeholders.
- Ability to influence and collaborate with colleagues of all job families and at all levels, including executive audiences.
- Strong problem-solving skills
- Challenger mindset
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M&A Finance Lead - New York, United States - Oliver Wyman
Description
Oliver Wyman is a global leader in management consulting. With offices in 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Our 7000 professionals help clients optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wymans thought leadership is evident in our agenda-setting books, white papers, research reports, and articles in the business press. Our clients are the CEOs and executive teams of the top Global 1000 companies.
Visit our website for more details about Oliver Wyman:
Job Overview:
Acquisitions are key to an organizations growth. We are expanding our M&A capabilities within the Finance team and are seeking a highly skilled, experienced and detail-oriented M&A Finance Lead. The M&A Finance team are responsible for overseeing the financial aspects of our company's mergers and acquisitions (M&A) transactions from IOI to post completion integration. As part of the M&A Finance team, youll collaborate with partners across the business including Corporate Development, Legal, Tax, and Accounting/Controllership to aid in the due diligence and completion of acquisitions and divestitures, investments, and other special projects.
This is a hybrid role that requires 3 days per week in the OW office. There is no option to be fully remote.
Key Responsibilities:
Requirements:
Skills and Attributes:
Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk, strategy and human capital. It is the parent company of a number of the world's leading risk experts and specialty consultants, including Marsh, the insurance broker and risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financial advice and services; and Oliver Wyman, the management consultancy. With over 81,000 colleagues advise clients in 130 countries and annual revenue of nearly $19 billion, Marsh & McLennan Companies provides analysis, advice and transactional capabilities to clients in more than 130 countries. Its stock (ticker symbol: MMC) is listed on the New York, Chicago and London stock exchanges.
Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $120,000 to $165,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
