Job DescriptionJob Summary:A Workforce in Transactions Manager is responsible for managing as well as conducting human resources due diligence and integration services on mergers, acquisitions, spin-offs and dispositions working with a mixture of both private equity and corporate clients.
Our team works with client leadership to identify and quantify HR risks and issues through diligence, merger-integration assistance, post-deal strategy, organization design, compensation, benefits and actuarial services. We are financially focused and work on transactions both domestic and globally.
Job Duties:- Diligence (Pre-Deal)
- Oversees the diligence process, managing key stakeholders both within the firm and externally, meet all deadlines
- Reviews key compensation and benefits programs to highlight issues or risks
- Understands material impacts of workforce actions on the organization and its workers (e.g., COVID, headcount reductions, etc.)
- Assesses the current vs go-forward organization especially in the case of a merger or carve-out
- Quantifies the impact of the above items on the proposed transaction via clear communications
- Oversees the project team managing upwards and also junior staff to ensure high quality deliverables and consistency with larger BDO team(s) and external advisors as applicable
- Post-Deal
- Assists client in formulating the go-forward HR strategy and quantify financial impact of any decisions or changes from current
- Executes HR strategy, providing advice across compensation, benefits, HR systems, organizational design, change management, communications, and/or culture
- Provides project management support for integrations and divestitures including development of workplans, tracking of milestones, identifying dependences, and coordinating with other functional workstreams
- Manages both upwards and junior staff
- Consulting
- Serves as a consultant and resource to clients in support of client engagements
- Prepares brief written reports for clients
- Interviews executive level staff and Board members
- Oversees analysis performed by junior staff
- Presents information to clients via conference call or in-person meetings
- Supports BDO leadership within the group regardless of location or practice orientation
- Directs junior staff on complex data models using Excel
- Prepares clear presentations using PowerPoint
- Other duties as required
Supervisory Responsibilities:- Supervises Senior Associates and Associates on assigned engagements and review work product, delivers actionable feedback
- Ensures Senior Associates and Associates are trained on deal processes and all relevant software, including Excel and PowerPoint, as appropriate
- Delivers periodic performance feedback and completes performance evaluations for Senior Associates
- Acts as mentor to Senior Associates and Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities:Education:- Bachelor's degree required; field of study in Applied Mathematics, Mathematics, Business Administration, Accounting, Economics, Finance, Human Resources Management, preferred
Experience:- Five (5) or more years of prior experience in HR transactions, actuarial, compensation and/or strategic service consulting, required
- Ability to clearly communicate (both written and verbally), required
- Strong financial acumen needed and strong excel skills, strongly preferred
- Prior experience in managing large scale projects, preferred
- Prior experience drafting reports and presentations to "C-Suite" executives, preferred
- Prior experience collaborating with other M&A service lines, preferred
- Prior experience in supporting successful business development campaigns, preferred
License/Certifications:- Active CPA, FSA, ASA, Enrolled Actuary, SPHR, Member of the Bar, JD, Chartered Financial Analyst, or Certified Equity Professional, preferred
Software:- Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
Language:Other Knowledge, Skills & Abilities:- Excellent verbal and written communication skills, specifically technical writing skills
- Solid organizational skills especially ability to meet project deadlines with a focus on details
- Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Capacity to build and maintain strong relationships with client personnel
- Ability to successfully interact with professionals at all levels
- Knowledge and understanding of industry business models and financial structures is a plus
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $79,800 - $168,000
Maryland Range: $79,800 - $168,000
NYC/Long Island/Westchester Range: $79,800 - $168,000
Washington DC Range: $79,800 - $168,000
