Manager, FP&A Transaction Diligence & Strategic Analysis
New
J
JobgetherCorporate finance
Based in the United StatesFull-TimeManager
Salary150,000 - 175,000 USD per year
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Job Details
- Experience
- 5+ years of experience in transaction diligence, audit, private equity, corporate development, financial planning and analysis (FP&A), consulting, or a related discipline.
- Required Skills
- Project ManagementMicrosoft ExcelFinancial analysisPowerPoint
Requirements
- Hold a bachelor's degree in Finance, Accounting, Business, or a related field.
- Have 5+ years of experience in transaction diligence, audit, private equity, corporate development, FP&A, consulting, or a related discipline.
- Demonstrate experience supporting significant corporate transactions, including recapitalizations, acquisitions, or sale processes.
- Have experience managing complex due diligence processes, virtual data rooms, financial reporting packages, and management presentations.
- Bring strong financial analysis, project management, organizational, and problem-solving skills.
- Have advanced proficiency in Microsoft Excel and PowerPoint.
- Be familiar with data-room platforms, AI-powered tools, and business reporting solutions.
- Be able to manage multiple workstreams, competing priorities, and tight deadlines while maintaining accuracy and attention to detail.
- Communicate financial information clearly and effectively in writing and verbally.
- Be able to collaborate with senior executives, private equity professionals, external advisors, and cross-functional internal teams.
- Use discretion, professionalism, and sound judgment when handling sensitive and confidential financial information.
- Adapt to evolving business priorities and contribute to strategic initiatives.
Responsibilities
- Coordinate the collection, organization, review, and validation of financial information required for corporate transactions.
- Establish and maintain financial data management processes for data integrity, version control, and access procedures.
- Lead transaction-readiness initiatives and coordinate responses to financial and operational due diligence requests.
- Manage diligence request lists, information requests, follow-up questions, deadlines, and outstanding deliverables.
- Support the preparation and review of confidential information memoranda, management presentations, financial models, and supporting schedules.
- Identify financial data gaps, inconsistencies, and potential diligence issues, and coordinate their resolution with relevant stakeholders.
- Partner with corporate functional leaders and business-line leadership to improve data quality, reporting capabilities, systems, and financial processes.
- Maintain a calendar of post-closing financial obligations, reporting deadlines, and other transaction-related deliverables.
- Coordinate post-transaction information requests and reporting requirements for executives, private equity sponsors, board members, lenders, and other stakeholders.
- Contribute financial analysis and strategic insights to mergers and acquisitions, partnerships, and other corporate development activities.
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