Director, Corporate Development & CMFG Ventures, LLC

CUNA Mutual Group   •  

Madison, WI

Industry: Accounting, Finance & Insurance

  •  

8 - 10 years

Posted 27 days ago

Framework General Profile and Scope

  • Requires specialized depth and/or breadth of expertise
  • May lead teams or projects with moderate resource requirements, risk, and/or complexity
  • Interprets internal or external business issues and recommends best practices
  • Solves complex problems, taking a broad perspective to identify innovative solutions where change is needed
  • Works independently, with guidance in only the most complex situations
  • May lead functional teams or projects

Job Responsibilities:

Advisory responsibilities:

  • Serve as key resource to managing director and executive management on financial, deal and contract matters central to the investment, acquisition and divestiture process
  • Provide insights and recommendations on deal opportunities to the head of Corporate Development, executive leadership, and core business stakeholders
  • Establish, develop and manage relationships with portfolio companies, VC firms, external advisors and other company-specific stakeholders through all phases of the deal

Sourcing responsibilities:

  • Identify and source potential deal opportunities from internal and external networks, PE/VC partners, and investment banks to drive deal flow
  • Attend conferences / workshops to gather competitive intelligence, and identify market trends, partnership opportunities, and compelling investment opportunities
  • Develop and execute transaction structures that maximize potential economic outcomes while minimizing risks

Assessment phase responsibilities:

  • Assess business and financial models of target companies, market dynamics, deal economics and financial potential of investments
  • Work alongside internal business executives and external advisors to assess acquisition, investment and commercial transaction opportunities
  • Understand opportunity / build case for opportunity with key business stakeholders and Corporate Development team and assist in the delivery of the business case

Transaction phase responsibilities:

  • Develop and negotiate deal terms with target companies, VC sponsor or other relevant stakeholders
  • Manage external advisors to ensure transaction objectives and timelines are met
  • Manage all aspects of due diligence covering business, financial, tax, legal, operating, etc.
  • Work with Corporate Development team to develop final business case with a specific emphasis on transaction and financial related matters
  • Act as a resource on post-close matters related to the transaction

Performance management responsibilities:

  • Develop opportunities for portfolio companies to maximize the economic value of their businesses
  • Help to actively manage portfolio of early-stage companies
  • Assist in any subsequent capital raise activities for portfolio companies

Job Requirements:

Hiring Requirements

  • Bachelor’s degree
  • Minimum of 8-10 years of professional finance work experience with at least 3-5 years direct M&A transaction experience in investment banking, corporate development and/or venture capital
  • Increasing levels of responsibility throughout career with experience managing complex transactions from inception to close
  • Direct experience assisting with deal and contract negotiations, as well as resolving complex business issues and structuring complex contracts and serving as the principal liaison to senior business executives
  • Demonstrated ability to work independently
  • Strong communicator, able to negotiate and clearly articulate goals and objectives

Hiring Preferences

  • Degree in Finance, Accounting or Business Administration strongly preferred.
  • Master's degree or MBApreferred
  • Financial services experiencepreferred
  • Experience on the buy-side of transactions in either a corporate development or venture capital role
  • Exceptional financial and analytical skills with command of valuation methodologies
  • Command of transaction structuring
  • Comfortable networking both internally and externally with key stakeholders, including investment bankers, venture capitalists and executive teams of companies
  • Ability to make data driven decisions under strict time deadlines
  • Excellent interpersonal skills
  • Strong team leadership and motivation skills

Job Id: R-003654