Job Openings >> Engagement Director- M&A
Engagement Director- M&A
Summary
Title:Engagement Director- M&A
ID:3142044
Department:Client Services
Description
CFO Alliance is a professional consulting firm with an executive-level team of business performance experts who are incredibly technical and refreshingly human. Our suite of services includes CFO Leadership, Outsourced Finance, and Accounting management, and Mergers & Acquisitions Support. We are currently hiring for an Engagement Director to support our High Growth Entrepreneurial M&A client needs. 

The Engagement Director - M&A serves as the outsourced strategic leader and client service manager for multiple clients. This role is an extension of the client’s leadership team as well as the lead for the CFO Alliance team that supports the client’s needs. 

The perfect candidate has proven leadership experience and success in M&A Transactions. At CFO Alliance, we create clients who are raving fans, so having the right fit from soft skills is just as if not more important than the technical skills.

Duties and Responsibilities:
  • Leading client engagements related to M&A activity
  • Partnering with team members and leadership to meet client stakeholder needs
  • Works through valuation, diligence and integration process
  • Gathers important information regarding risks and opportunities for impending and ongoing M&A activities, translating this information into fact-based and well-reasoned insights on the valuation and structural impact of the merger or acquisition
  • Continual interactions with business leaders in driving ongoing alignment of current acquisitions and mergers
  • Strategic role in leading, planning, and providing support for due diligence activities across all functional areas of any transaction
  • Will assist with modeling and financial analysis of the transaction
  • Tasked with leading the preparation of valuation models following the business’s M&A standards and performing key analyses
  • Partners with client leadership in making final approvals of M&A transactions as well as delivering well communicated, balanced, and comprehensive analyses for each stage of merger and acquisition transactions for the business’s executives and key stakeholders
  • Maintains legislation and regulatory policies governing merger and acquisition transactions within the business’s jurisdiction of operation, ensuring all of the business’s M&A activities fall within the confines of these policies and legislation
  • Additional M&A duties as required
If you:
  • Are incredibly technical and refreshingly human
  • Adhere to firm standards (Punctuality to work, on-time delivery of internal and external reporting, effective use of firm technology and process)
  • Pay attention to detail and process  
  • Demonstrate personal accountability and commitment (Reliable, Seek appropriate clarity, Strive for excellence, Succeed with limited direction, Solves problem independently using available resources, Resilient, Strive to go above and beyond expectations)
  • Lead with authenticity (Self-Aware, Vulnerable and strong, Display emotional intelligence, Lead large and diverse teams, Empower & hold others accountable, Effectively manage and diffuse conflict and reduce, resistance, Anticipate & define needs (including unexpressed), Build consensus, Take appropriate action in the face of ambiguity, Influence progress & catalyze change, Consistently display courage by doing the harder thing, Create a vision and mobilize teams toward success)
  • Demonstrate Executive Function capability (Strategic, high-level thinking with a holistic view of the end to end process, Able to translate complex issues in a simple, straightforward way, Effectively balance multiple competing priorities, Decisive action amid limited information, Lead multiple significant projects)
  • Act with a Servant Mentality (Build trust with internal and external stakeholders, Relentless focus on client success, Committed to the growth & development of others, team player mentality, willing to adjust work priorities for the good of the firm collective, Say yes more than no and deliver on promises)
  • Thrive off evolution (Continuously evolve personal skills both technical and "soft," Growth mindset, Coachable, Flexible and Adaptable)
  • Show proven transformation expertise (Create lasting value for the firm and our clients through continuous improvement and process automation)
  • Possess and Entrepreneurial Spirit (Sense of urgency, Fire in the belly, Actively seek out change, Critical questioning, Innovative thinking)
APPLY Now! Why wait? CFO Alliance is waiting excitedly to learn more about you and how you can serve our clients in meaningful and significant ways.

Now for the fine print:

Requirements: Please apply if this is you!
  • Bachelor’s Degree in Accounting required; A minimum of 14 years of experience working within Accounting or Finance
  • A minimum of 10 years in working experience in an M&A capacity
  • In-depth operational and valuation financial modeling experience
  • The candidate will have extensive knowledge of accrual accounting concepts, corporate finance, and will also have experience managing an M&A team through the entire life-cycle of a merger or acquisition transaction
  • A suitable candidate will also have had a vast and successful track record of managing transactions, transaction valuation, and strategic transaction analyses
  • Public or private accounting/consulting experience 
  • Advanced Excel and modeling skills (pivots, lookups, complex formulas, and macro capability) 
  • Strong accounting & finance knowledge and experience
Preferred: If you have these, a BIG plus for you and us!  
  • Candidate that has a desire to function at the CFO level but hasn’t had the opportunity
  • Someone with a versatile mix of accounting and finance background, who wants to make an impact on more than one company
  • Demonstrated ability to advance and a desire to continue growing long term
  • Experience in a leadership accounting or financial role for a small, midsize, startup company 
  • Experience with multiple accounting systems 
  • Multiple industry experience 
  • Private equity and/or mergers & acquisitions experience 
  • MBA or dual degree in finance, CPA, CMA, or other certifications
So let’s get started, submit your application here … 
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