Job Description
SummaryThe Manager, FP&A Transaction Diligence Lead will drive the Company's data readiness, data management, and diligence processes in preparation for and following a significant equity event, including a recapitalization or sale transaction. The Lead will ensure that the Company's financial information is complete, accurate, organized, and readily available to investment bankers, investors, buyers, lenders, advisors, and the Company's equity sponsor. The Manager will also participate in strategic workstreams by providing analysis and information for initiatives such as M&A, partnerships and other strategic efforts.
Essential duties and responsibilities- Coordinate the collection, organization, review, and validation of financial information.
- Establish financial data processes to maintain data integrity, version control, and access procedures.
- Lead transaction-readiness efforts and prepare responses to data requests. Manage diligence request lists, information requests, follow-up questions, deadlines, and outstanding deliverables.
- Support the preparation and review of confidential information memoranda, management presentations, financial models, schedules, and other transaction materials.
- Identify data gaps, inconsistencies, and potential diligence issues and coordinate their resolution.
- Partner with corporate functional leaders and business-line leaders to improve data quality, reporting, systems, and processes.
- Maintain a calendar of post-closing financial obligations, reporting deadlines, and other transaction-related deliverables.
- Following the transaction, coordinate information requests, and reporting requirements for the C-Suite, private equity sponsor, board, lenders, and other stakeholders.
Education/Experience- Bachelor's degree in finance, accounting, business, or a related field.
- 5+ years of experience in transaction diligence, audit, private equity, corporate development, FP&A, consulting, or a related field.
- Experience supporting significant corporate transactions.
- Experience managing complex diligence processes, data rooms, reporting packages, or management presentations.
- Strong project-management, analytical, organizational, and communication skills.
- Advanced proficiency with Excel, PowerPoint, data-room & AI platforms and business reporting tools.
- Ability to work effectively with senior executives, private equity professionals, external advisors, and cross-functional internal teams.
- High degree of discretion and sound judgment in handling confidential information.
Physical Requirements: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act.
NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary.
