Senior Manager, M&A Finance & Policy

About the role

The Senior Manager, M&A Finance & Policy supports all phases of the M&A deal cycle, from preliminary analysis of a target company through to post-closing accounting integration. The role works closely with Corporate Development and the Business to identify financial risks and opportunities during financial due diligence, and partners with target management on integration. It is based at the corporate headquarters in Santa Clara, California, and is full time and onsite.

Key responsibilities

• Conduct financial analysis of target companies, including historical performance, accounting policies, operational metrics and capital structure
• Lead and coordinate financial due diligence, reviewing financial statements, accounting policies and other documentation
• Evaluate due diligence findings to identify accounting risks and legacy compliance with US GAAP
• Review the stock/asset purchase agreement to avoid undesirable accounting outcomes and assist in negotiating key terms
• Prepare technical accounting memos on purchase price accounting, VIE, goodwill impairment and other standards
• Support and verify purchase agreement calculations for closing agreements (indebtedness, net working capital, closing statements)
• Build relationships with target management teams to enable knowledge transfer and integration
• Coordinate accounting integration activities, including financial systems consolidation, accounting adjustments and transition to Applied practices
• Run post-acquisition accounting reviews against Applied policies and define the finance integration plan, including scope, workstreams and progress tracking

Required profile

• Bachelor's degree or equivalent experience
• CPA or equivalent
• 7+ years of experience in the M&A due diligence function of a Big 4 firm or another major accounting firm, having worked on or led 10+ closed acquisitions
• 2+ years at manager level or above

Required skills

• Understanding of valuation methods: cost to rebuild, discounted cash flow, comparable company analysis and precedent transaction analysis
• Deep understanding of purchase price accounting
• Strong analytical and problem-solving skills
• Excellent written and verbal communication, able to explain complex financial information to executives
• Ability to work in a cross-functional team

What we offer

• Salary of $154,000 to $212,000
• Comprehensive benefits package, with possible eligibility for a bonus and stock award program
• 25% travel time; relocation not eligible