Manager, M&A Consulting, Finance Integration - Deal Transformation & Post Merger Integration

Are you looking for a rewarding career that helps North America’s leading institutions solve their most complex M&A lifecycle challenges? Then look no further, this is the role for you!

As a Manager, you will support clients throughout the M&A lifecycle, helping them refocus their finance capabilities and identify optimal transformation strategies. You will provide subject matter knowledge to facilitate:

• Defining the Finance function’s vision, strategy, and operating model leading up to transaction close and post-close.
• Performing finance process and technology analysis to achieve integration, separation, migration, rationalization, or cost optimization objectives.
• Designing interim/target state financial processes (e.g., financial close, order to cash, procure to pay, planning, and budgeting)
• Conducting Finance benchmarking and developing business cases
• Assessing Finance technology architecture
• Conducting synergy review and other financial assessment
• Managing overall project execution

You will support business development opportunities, lead project workstreams, and apply your industry knowledge to contribute to Deloitte’s Deal Transformation and Post Merger Integration (DT & PMI) practice. As a leader within the practice, you will be responsible for business development, project delivery, and practice-building initiatives.

Managers are leaders within Deloitte’s DT & PMI practice, responsible for business development and overall project delivery. They bring industry knowledge and expertise, positioning themselves as emerging “subject matter experts” both internally and externally. Managers also support practice-building initiatives and contribute to the practice’s distinct culture as organizational role models.

The M&A Finance Manager will focus on supporting the execution of Finance initiatives throughout the M&A lifecycle. The Manager will collaborate with senior leaders and manage junior M&A Consulting practitioners. Key responsibilities include:

• Manage day-to-day interactions with client stakeholders: Develop and maintain contact with top decision makers at key clients; and establish and sustain long-term relationships with clients.
• Engagement management: Support engagement leaders with engagement scoping, planning, management of engagement economics and risks; manage engagement teams; develop deliverable structure and content; support buy-in of proposed solutions from top management levels at the client.
• Contribute to practice development and eminence: Participate in the creation of practical solutions and methodologies; support and contribute to the development of "thoughtware" and "point-of-view" documents; and participate in or support industry and eminence events sponsored by the firm.
• Talent development: Develop high performing people and teams by being a counselor and coach for junior team members, provide input into the staffing process, participate in staff recruitment and retention activities, and provide support for delivery teams and staff.
• Develop core offering expertise: Leverage deep personal expertise in M&A and Finance service offerings to support sales pursuits and develop marketplace eminence.
• Sales and business development: Participate in business development activities, manage pursuit teams, participate in aspects of the proposal development process, and support the development of proposal pricing strategies.

Deloitte’s Deal Transformation and Post Merger Integration (DT & PMI) practice
Deloitte’s DT & PMI practice delivers comprehensive advisory services for clients undertaking M&A and value creation activity. Our practitioners are involved in all phases of the M&A lifecycle, including strategy, due diligence, operational readiness, pre- and post-close integration/separation planning and execution, and follow-on transformation.
We are actively building our presence in the Toronto, Montreal, and Calgary markets. Candidates will be asked to select either Toronto, Montreal, Calgary, or Vancouver as their primary office.

M&A Finance
Our Finance M&A specialists help our clients proactively plan, coordinate, and manage finance-focused initiatives throughout the M&A lifecycle. The services offered cover the full range of Finance-related M&A efforts, including, but not limited to, operating model design; financial close optimization; capital deployment optimization; finance organizational/operations transformation; and finance process/technologies integration.

Qualifications:

• A bachelor’s degree with 6+ years (or a master’s degree with 5+ years) of relevant experience in a similar role in consulting or industry (management consulting, venture capital / private equity, or related experience delivering M&A advisory / Finance transformation projects)
• 2+ years of team lead or management experience
• Relevant certifications including CPA, CFA, MBA, and/or other professional designations (or in progress) are an asset
• Ability to work in a fast-paced environment with ambiguous and changing requirements
• Strong relationship management skills, including partnering with senior executives to define how they approach M&A - in alignment with their corporate strategy - to create value and enable them to compete effectively in their industry
• Proven oral and written communication skills, including presentation skills (i.e., MS PowerPoint & Excel modeling)
• Superior hypothesis-based problem solving and troubleshooting skills with the ability to exercise mature judgment
• Experience in financial analysis, business process reengineering and operational performance improvement analysis
• Experience in conducting financial modelling and analysis, including synergy review, working capital assessment, cash flow assessment is considered an asset
• Knowledge and interest in key industry trends and ability to guide clients on concepts for M&A engagements
• Passion to improve internal processes, and promote knowledge sharing in the team, by contributing to the various forms of market eminence

Experience in:

• Delivering M&A or transformation projects, accompanied by Finance expertise, including, but not limited to:
• Month end close controls and processes
• GL optimization
• Capital deployment optimization
• Finance operations transformation
• Systems and technologies that support/enable the Finance function (e.g., Oracle, SAP, and Workday)
• Financial modelling and analysis
• Synergy review and assessment
• Identifying key client issues, determining client needs, evaluating and validating analyses, and developing recommendations
• Cross-functional project management, contingency planning, and Day 1 planning to help execute large Finance projects for mergers, acquisitions, and divestitures
• Guiding clients on key concepts for M&A engagements including, but not limited to, integration/separation planning and execution, stranded cost analyses, business continuity during transformation, and synergy identification and capture
  

The salary range for this position is $83,000 - $175,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.

Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. On top of our regular paid vacation days, some examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, firm-wide closures known as "Deloitte Days", dedicated days of for learning (known as Development and Innovation Days), flexible work arrangements and a hybrid work structure.