SUMMARY:

The primary responsibility of the Corporate Development Manager is to facilitate the successful progression of acquisition opportunities through the pipeline from the phases of valuation, preliminary due diligence, negotiation, board approval, letter of intent, and confirmatory due diligence, through to the integration of the acquired business. This position is a high-profile position in the Corporate Development (Mergers & Acquisitions) function within the Finance Department at Allworth Financial, and emphasizes collaboration, cross-functional ownership, and accountability across the organization. 

DUTIES AND RESPONSIBILITIES:

Corporate Development / Deal Support

• • Monitor and report on the status of corporate development opportunities being pursued
  • Review due diligence information and prepare the necessary business analyses and valuation models to negotiate with sellers
  • Develop presentation material and other key transaction-related documentation to support corporate development activities
  • Document key processes and support the buildout of the corporate development (acquisitions) playbook

Integration Management

• • Liaise with the teams in the acquired businesses to ensure their requirements are understood and managed appropriately
  • Facilitate cross-functional meetings with all parties involved and ensure task level deliverables are monitored, issues resolved, and timelines achieved

Process Optimization

• • Streamline existing processes and improve the efficiency of the business through simplifying processes and leveraging technology where possible to eliminate manual work

Management Reporting & Analysis

• • Perform ad-hoc financial and operational analyses and prepare reports as required

QUALIFICATIONS:

• Bachelor’s Degree in Finance, Business, or related field required
• 4 years of professional experience in finance/accounting/consulting roles
• Corporate Development (M&A) experience a plus
• Process-oriented and highly organized, with excellent attention to detail
• Strong analytical and critical thinking skills
• Collaboration and coordination skills with external and internal parties
• Excellent verbal and written communication skills
• Excellent interpersonal and organization skills
• Advanced Excel and PowerPoint skills

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.