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Oliver Wyman - M&A Finance Lead - Boston - Boston Massachusetts
Company: Marsh & McLennan Companies Location: Boston, Massachusetts
Posted On: 05/03/2024
Oliver Wyman - M&A Finance Lead - Boston page is loaded Oliver Wyman - M&A Finance Lead - Boston Apply remote type Hybrid locations Boston - High St time type Full time posted on Posted 9 Days Ago job requisition id R_266718 Company:Oliver WymanDescription: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 Wyman's 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:www.oliverwyman.com Job Overview:Acquisitions are key to an organization's 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, you'll 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: - 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/executionRequirements:
- 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 SuiteSkills and Attributes:
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