Senior Manager driving M&A transaction support and post-close integration at a national CPA firm. Overseeing complex transactions and ensuring efficient operational readiness during integrations.
Responsibilities
Driving value creation and enterprise multiple expansion through crafting deal-specific integration strategies, evaluating strategic opportunities including cross-sell, potential impacts to earnings, and one-time costs, full and assertive business integration execution.
Leveraging best-in-class project management techniques to manage complex, cross-functional tasks under tight deadlines and under a dynamic, multi-transaction M&A context.
Delivering across the M&A lifecycle, including negotiation and transaction support, purchase agreement negotiation support, and ownership of day-one operational readiness.
Planning for integrations by directing 60+ workstreams through diligence insights mining, current- and future- state operating model building, milestone tracking, and keeping a complete, accurate, and timely record of all major Day 1-90 operational readiness activities.
Acting as the Lead Advisor for the incoming firm managing partner and leadership team for all things Aprio during the integration timeline.
Ensuring full business and IT integration shortly after closing including application migration, contract transfer, and business process harmonization.
Acting as transformation lead for enterprise cross-functional initiatives often associated with business integration.
Interacts with executive leadership concerning matters of significance to the organization as it pertains to integration and transformation.
Managing one or more Advisors, Staff, Interns, and Offshore support resources
Requirements
8+ years of overall work experience.
3+ years of experience in M&A experience (especially transaction support, operational integration & separation planning, and M&A workstream or PMO office leadership experience)
Excellent knowledge of core management consulting principles including project management & change management.
Proven track record of influencing without authority
Exceptional executive presence, presentation skills, communication, and interpersonal skills
Exceptional organizational skills including attention to detail, ability to prioritize efforts, and work across multiple initiatives simultaneously.
Ability to encourage and facilitate healthy conflict to drive towards root causes of problems, vetted solutions, and enterprise value creation.
Ability to visualize, understand and construct complex processes or concepts, developing process maps, diagrams, models, and/or other process documentation. (ie. Gantt charts, Excel/sheets, and other PM related tools)
Ability to travel occasionally (20-40%) within the United States and Canada.
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
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