Senior Manager/Director of Mergers & Acquisitions - Bay Area
We are also open to filling this role in the NY, Boston, DC, Denver, and Charlotte metro areas.
Our core expertise is in four areas: Technical Accounting, IPO Services, M&A Services, and Financial/Operational Processes. We are different from other accounting firms as we do not perform any audit or tax services. Instead, we focus on our core services only and in being the best in the world at delivering those services globally.
Our client portfolio contains a mix of private equity, multi-billion dollar public companies, mid-cap public companies, and pre-IPO companies that range from late stage to early stage. Our global clients represent the most exciting industries including high tech, internet, social networking, gaming, software, clean tech, biotech, services, and manufacturing. From a client's perspective, we fill the independence void created by Sarbanes-Oxley. Specifically, we are hired by finance and accounting executives that understand the importance of having a partner like us to successfully execute on their responsibilities and better leverage their time.
Responsibilities:
- Lead and execute the engagement team across the M&A lifecycle, including comprehensive financial and operational analysis, and quality of earnings for both buy-side or sell-side due diligence engagements, and understand accounting and finance organization deal issues
- Strengthen client relationships and generate additional engagement opportunities through excellent quality, timely execution, and strategic approach to service delivery
- Understanding how to maintain a book of business and how to cross sell services across the firm
- Identify and communicate (i) critical deal issues, (ii) the strength and weakness of the business against industry benchmarks to client management that could impact the purchase price or the deal structure
- Solve complex problems that arise throughout the M&A lifecycle
- Challenge assumptions related to financial models
- Identify critical post-closing matters to be addressed to ensure improvements in profitability and cash flows
- Interact extensively with personnel of the target companies and the client
- Review and prepare due diligence reports outlining analyses and findings
- Assist with the finalization of (i) opening balance sheet/ of purchase price allocations, and (ii) closing working capital calculations.
- Prepare and execute an integration plan, monitor synergy benefits and/or resolve integration issues.
- Possess a client service mentality and ensure work is delivered timely and in accordance with firm standards
- Supervise, coach, and mentor all levels of staff. Conduct performance reviews and contribute to performance feedback and training. Develop and communicate workplace culture and code of conduct
Desired Skills & Experience:
- Rated top 25% of Big Four class
- Minimum of 8-9 years of public accounting and industry experience required (minimum of 6 years in M&A/Transaction advisory services of a Big 4 or other large firms)
- Bachelor's degree in Accounting or equivalent required
- CPA license required
- Ability to manage teams and own their work product
- Hard-working, detail oriented and ability to motivate engagement teams
- Professional and personable demeanor
- Excellent project management skills
- Prove solid verbal and written communication skills
- Passion for helping clients
- Strong technical accounting knowledge of GAAP
- Experience and familiarity with technology and/or healthcare industries preferred
- Ability to act and lead as the client contact
- Proficient in the use of Microsoft Office Suite with strong Excel skills
- Experience with various BI Tools or FP&A tools (Alteryx, Tableau, Power B) preferred
- Some travel (about 25%)
Connor Group is committed to celebrating the value of diversity in a globally connected business world. Our team culture is collaborative and encourages team members to take initiative. Our professionals are committed to excellence, growth, and integrity. By focusing on innovation, we continue to raise the bar on excellence and deliver greater value to our clients.
At Connor Group, our professionals are provided with resources and opportunities to help achieve their professional goals while maintaining a healthy and happy work life balance. From health insurance packages and wellness programs to our one-on-one coaching program and career development opportunities, we empower our professionals by investing in their growth, health, and happiness.