Manager, Mergers & Acquisitions Resume Sample
Katheryn Cummerata
25312 Schimmel Fork,
Phoenix,
AZ
+1 (555) 750 8897
Work Experience
Manager, Mergers & Acquisitions
07/2017
-
PRESENT
Detroit, MI
- Experience working in mergers & acquisitions, analyzing financial and market data, and taking a deal through the full process through to successful completion
- Supports due diligence process through data management, desktop review, and internal and external project meetings
- Assists with the project management aspect of due diligence through use of online data repositories and project management software (SharePoint, Merrill, Visio, etc.)
- Assists in the creation of valuation models on prospective targets for presentation to executive management
- Develops project reports & presentations for distribution to the internal team and/or executive management
- Mines data from various internal and external sources, synthesizes into cogent reports and disseminates routinely to inform strategic business decisions
- Identifies, analyzes, and interprets trends or patterns from data to create new data analytics and new reports / dashboards as needed
Senior Manager, Mergers & Acquisitions
03/2015
-
05/2017
Chicago, IL
- Develops and maintains ad hoc analysis and reports as required
- Contributes to and reinforces M&A best practices, including regular, timely reporting
- Assists in the planning and execution of post-close integration efforts between CoreCivic and targets
- Assess the underlying IT environment within an organization to make recommendations on how to achieve long-term scalability, reduce operational cost, or better support business processes
- Evaluate IT and operational (limited) business processes for best practices and levels of maturity
- Identify key IT and business process issues and risks in the context of an investment thesis while evaluating potential investments for our M&A clients
- Formulate strategic investment thesis, key risk mitigation, and long-term IT maturity-based initiatives in the form of post-close project recommendations and a 3-5 year timeline
- Analyze each client's specific investment thesis and determine the underlying problem and recommend proper solutions and strategies
Project Manager, Mergers & Acquisitions
02/2009
-
09/2014
Boston, MA
- Communicate and report major investment issues and risks to M&A senior executives and management, including assessment risks, issues, budget, etc
- Mentor and manage junior consultants to be able to keep project on time as well as QA of work done by the team
- Support the strategic planning and analysis process and help in formulation of the company’s long term objectives and plans. This includes review of the existing portfolio to assess strategic growth areas (both organic and through acquisition), potential divestiture opportunities and evaluate new and adjacent markets
- UTAS & SIS Finance: FP&A, Government / General Accounting, M&A
- UTAS & SIS functions: Contracts, Business Development, Controls & Compliance, Legal, Operations and Engineering
- Management of financial Due Diligence and analysis for acquisitions and partnerships
- Support strategic analysis for Vestas in emerging technologies, emerging markets, as well as other initiatives
- Support integration efforts when needed
- “LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
Education
Globe University / Minnesota School of Business
2005 - 2009
Bachelor's Degree in Accounting
Professional Skills
- Relevant experience, including previous M&A experience gained within a Big 4, investment banking or corporate environment
- Prior experience of leading negotiations, divestment or JV transactions
- Coaches, develops and effectively manages performance of the business area
- One to three years’ experience in group facilitation, work process analysis and change management
- Detail-oriented and proven ability to meet deadlines and manage multiple projects simultaneously
- Capital market experience (bonds, equity, IPOs, etc.)
- Capable of multi-tasking and balancing conflicting demands
How to write Manager, Mergers & Acquisitions Resume
Manager, Mergers & Acquisitions role is responsible for finance, modeling, financial, research, m&a, reporting, retail, credit, training, integration.
To write great resume for manager, mergers & acquisitions job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Manager, Mergers & Acquisitions Resume
The section contact information is important in your manager, mergers & acquisitions resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Manager, Mergers & Acquisitions Resume
The section work experience is an essential part of your manager, mergers & acquisitions resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous manager, mergers & acquisitions responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular manager, mergers & acquisitions position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Manager, Mergers & Acquisitions resume experience can include:
- Strong organizational skills while meeting challenging deadlines
- Consulting “athlete” (i.e. diversity in project experience, comfortable with new subject matter / industries)
- Extensive experience with Microsoft Excel (financial modeling) and PowerPoint (approval presentations)
- Experience managing large and complex organizational change projects
- Experience with project management with focus on M&A
- Experience with M&A program governance, divestiture and, acquisition projects
Education on a Manager, Mergers & Acquisitions Resume
Make sure to make education a priority on your manager, mergers & acquisitions resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager, mergers & acquisitions experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Manager, Mergers & Acquisitions Resume
When listing skills on your manager, mergers & acquisitions resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical manager, mergers & acquisitions skills:
- Excellent teamwork skills; strong analytic and critical thinking skills
- Strong interpersonal and communication skills to interact effectively and efficiently with senior management
- Strong numerical and corporate finance skills, an understanding of financial statements and capital markets and solid familiarity with legal documents
- Financial and excel modeling skills are required
- Analytical, research and financial modeling skills
- Frequently and effectively interact with senior level executives and key 3rd party advisors
List of Typical Experience For a Manager, Mergers & Acquisitions Resume
1
Experience For Senior Manager, Mergers & Acquisitions Resume
- Working to continuously improve the M&A and diligence process
- Initiation of M&A projects including project planning, staffing, and budgeting
- Support the Enterprise strategic planning process including
- Drive the development/enhancement of WMP’s M&A methodologies (diligence, planning, carve-out, etc.) and approaches to client delivery
- Help drive the development/enhancement of WMP’s M&A methodologies (diligence, planning, carve-out, etc.) and approaches to client delivery
2
Experience For Integration Manager, Mergers & Acquisitions Resume
- Manage a portfolio of clients of varying size and scope, and act as the first point of contact for internal and external clients
- Take a lead role in negotiating M&A transactions
- Be assertive and confident while demonstrating tact and diplomacy
- Quickly assimilate large volumes of information while retaining a high level perspective
- Provide insights on possible synergy opportunities and timing
- Develop and execute post-signing and post close integration kick-off meetings
3
Experience For Project Manager, Mergers & Acquisitions Resume
- Prepare for regular leadership update meetings (e.g., M&A Steering Committee)
- Direct and own project management responsibilities for select projects including direct supervision and quality control of key work streams
- Align project and financial requirements with Staples’ business and technology strategy and vision
- Lead engagements teams on new transactions, guiding the team to prepare focused request lists and agenda, facilitating on-site reviews, and providing leadership over deliverables
- Assisting the M&A deal execution process from start to finish, including valuation analyses (DCF and Multiples), assisting/managing due diligence processes, project management
- Extensive experience in (i) valuing companies using various methodologies (mainly DCF, precedent transactions and traded comparable companies) and in (ii) decisive investment criterions (NPV, IRR, Payback, multiple of money etc.)
- Managing and coordinating working streams with external financial and legal advisors
- Completion of a rigorous 2 year analyst program at a relevant financial institution
- Advise external and internal clients on the federal income tax consequences of the full spectrum of corporate and shareholder transactions including mergers, acquisitions, dispositions, formations, liquidations, distributions, redemptions, and reorganizations, with particular emphasis on consolidated return regulations
4
Experience For Project Manager Mergers & Acquisitions Resume
- Train, motivate, and develop staff, senior, and manager-level members on all facets of the practice including application of current and new/developing tax laws, engagement processes, risk management policies, engagement economics, and new business development
- Assist and advise clients on post-acquisition integration activities for state and local taxes
- Handle multiple engagements and client service teams and perform in a high-energy team environment
- Be a key member of the team that analyzes, negotiates, and plans the integration of acquisitions, joint ventures and strategic partnerships. Manage multiple “deal projects” including deliverables, deadlines, and expectations of various stakeholders. Review and share findings and status with Executive Leadership
- Attend industry shows and interact with Investment Bankers to generate deal flow. Monitor internal strategies and analyze business development opportunities against strategy
- Provide strategic analysis support on complex business opportunities (enterprise shaping or division-extending) individually and/or in conjunction with divisional and corporate business partners for review by Executive Leadership team
5
Experience For Senior Manager Mergers & Acquisitions Resume
- Develop and refine financial models in support of business development opportunities. Build valuation models, P&L’s, Balance Sheets, and Cash Flow statements in accordance with Toro standards. Gain consensus with Business Development, Corporate Finance and Divisional financial management
- Participate in the structure and negotiation of Division-Extending M&A deals with guidance and review from Director of Business Development and Legal. Draft deal correspondence and review and shape legal transaction documents, i.e. Indications of Interest and Letters of Intent
- Be a key member, and sometimes leader, of the due diligence and integration teams for acquisitions, joint ventures and strategic partnerships. Monitor execution of acquisition integration plans
- Participate in internal strategy and business development initiatives including portfolio management initiatives, CATT initiatives, and enterprise shaping opportunity analyses
- Develop and/or refine Toro M&A materials to educate Toro divisional partners, management, general employees, and target acquisitions on Toro M&A Process
- Work with the Corporate Development team, Ferro Leadership and functional leaders to identify, diligence, negotiate and close inorganic growth transactions
- Key responsibilities include target development, investment thesis, diligence, documentation and deal structure and negotiation
6
Experience For Senior Manager Mergers & Acquisitions & Corporate Ventures Resume
- Develop and maintain a robust M&A funnel/pipeline
- Manage communication to Corporate Development team and Ferro Leadership on all M&A matters
- Other matters related to M&A as required
- Expert in Microsoft Excel & PowerPoint
- Expert attention to detail and analytical ability
- Deliver results in a matrixed organization
7
Experience For Manager, Mergers & Acquisitions Tax Resume
- Evaluate and assist with recommendation of acquisition targets for senior management
- Perform valuations of various potential target companies, including working with business unit personnel in the creation of their financial plan for the target post-acquisition
- Support and/or lead M&A pipeline building processes with the business units, including identifying and screening potential targets, driving a regular cadence, tracking progress
- Demonstrated ability to manage M&A transactions/complex projects (entirely or multiple key work streams)
- Lead aspects of due diligence on acquisition candidates with an emphasis on financial due diligence (quality of earnings, etc)
- Facilitate hand-off between the M&A department and integration leader to ensure business unit readiness for "Day 1"
- High attention to detail and ability to produce quality work product
- Work with the M&A organization and subject matter experts to develop and maintain the M&A Playbook to ensure smooth transactions
8
Experience For Manager Mergers & Acquisitions Resume
- Coordinate detailed due diligence as necessary
- Ensure smooth transition from due diligence to integration/separation
- Develop and continuously improve day one / 30 / 90 / 120 integration/separation checklists for transactions
- Advise on the development of a communications strategy and communications matrix for transactions
- Lead the development of detailed integration/separation plans and milestones
- Identify and lead acquisition integration process improvement opportunities
- Work to establish and continuously improve all aspects of Conduent’s management process
9
Experience For Tax Manager, Mergers & Acquisitions Resume
- PMP or CAPM Certification is desirable
- Expertise with Excel, PowerPoint, MS Project
- Prepare and/or oversee valuation models for acquisitions candidates incorporating assumptions from operations and findings of cross functional due diligence teams
- Work with internal and external financial due diligence teams through the delivery of a summary of findings and incorporating such findings in the purchase agreement
- Assess due diligence targets respective operating models and organizational structures against leading practices and industry benchmarks
- Drive client facing engagements in operational processes and technology that support value creation and process efficiency across functions
- Team closely with key business units to
10
Experience For Compliance Manager Mergers & Acquisitions Resume
- Conducting business valuations and advising on means to maximise value to Bombardier, including building and reviewing of complex financial models and ensuring compliance with financial modelling and valuation best practices
- Financial, commercial and contractual structuring to ensure deal deliverability, meeting of Bombardier’s objectives and optimal allocation of risks
- Assessing the requirements for business carve-outs and integrations, including financial, contractual and operational aspects and manage transaction teams towards successful execution of carve-outs and integrations
- Drafting of transaction marketing documentation (Teasers, Information Memorandums etc.). Participating in initial marketing to potential investors. Partaking in drafting sessions and management rehearsals for investor presentations
- Participating in drafting and negotiation of transaction documentation including Memorandums of Understanding, Letters of Intent, Share Purchase Agreements, Asset Purchase Agreements, Shareholder Agreements, in particular, the commercial and financial provisions of the agreements
- Proactively and regularly seeking input, advice and direction from more senior members of the M&A team. Ensuring deliverables are subject to appropriate levels of review and sign-off
- Participating in the continuous improvement of the M&A processes and of tools used for transaction execution and reporting to executive management. These includes valuation models, comparable transaction and company / industry sets, business case templates and project management tools
List of Typical Skills For a Manager, Mergers & Acquisitions Resume
1
Skills For Senior Manager, Mergers & Acquisitions Resume
- Participating in upskilling the members of the M&A team, through on-the-job coaching and sharing of knowledge, experiences, and best practices
- Ensure compliance with and testing of controls surrounding various processes related to goodwill and intangible assets
- Solid understanding of financial statement analysis and financial modeling
- Lead the annual goodwill impairment review process for each the company’s reporting units in collaboration with the various finance teams
- Execute quarterly review process of goodwill and intangible balances
- External consulting or advisory experience
2
Skills For Integration Manager, Mergers & Acquisitions Resume
- Can articulate and demonstrate the impact (financial, etc.) of their role and activities on the business
- Candidates need to be highly organized and be able to juggle and prioritize multiple assignments concurrently
- Interest in sporting goods and retail industry and ability to understand and think this industry in strategic terms
- Experience in software and / or real estate
- Work with Corporate Development team and Ferro Leadership to ensure effective integration plans are in place for transactions
- Demonstrate project ownership and initiative
- Conduct a Day One readiness assessment prior to the close of transactions
3
Skills For Project Manager, Mergers & Acquisitions Resume
- Proven ability to work in a high pressure, time sensitive environments
- Experience in business intelligence portals and scorecards
- Inspiring a culture of collaboration, openness, transparency, inclusiveness and results
- Preparing presentations for internal approvals: preparation of documentation for the Philips Alliances & Investment Committee (“PIAC”), Market and BG’s
- Willing to travel 50% both domestic and international
- Assist Director of Mergers & Acquisitions in soliciting, engaging, negotiating, closing, structuring and reporting on M&A transactions
4
Skills For Project Manager Mergers & Acquisitions Resume
- Support the corporate development team and various finance teams by providing technical accounting advisory support
- Participate in due diligence process for new transactions initiated by corporate development team and provide accounting consultation through review of investment strategy and financial information of investees
- Perform company research and industry benchmarking using various databases (Bloomberg, Thomson ONE Banker)
- Facilitate the acquisition and divestiture process by coordinating and leading internal and external cross-functional teams in all phases of the process
- Lead synergy identification and tracking activities, facilitate working sessions to identify and quantify cost and savings opportunities
- Knowledge of key financial markets and global economic trends, most likely obtained from a Banking, Consultancy or Financial Services background
5
Skills For Senior Manager Mergers & Acquisitions Resume
- Conduct research, analysis and market screening; evaluate potential acquisitions
- Prepare complex analyses including strategic, financial and technical aspects
- Manage quarterly impairment assessment of strategic cost or equity method investments
- Cultivate and maintain strong partnerships with various business partners across the finance organization including accounting and reporting, business advisory, business unit controllership, corporate development and decision support teams
- Develop and conduct training sessions for various business partners
- Evaluation and execution of M&A transactions undertaken by Centrica plc including buy-side transactions, sell-side transactions, joint ventures and partnerships
- Day to day project management of complex M&A/corporate finance transactions including leading junior colleagues and interacting across Business Units, Corporate Centre functions and external advisers and counterparties
6
Skills For Senior Manager Mergers & Acquisitions & Corporate Ventures Resume
- Structuring of complex negotiations, including the review and drafting of highly legalistic deal documentation
- Liaising internally in respect of planning and management of resultant integration activities
- An ability to build from first principles complex financial models for valuing assets and financial impact analysis
- An ability to undertake complex financial analysis including valuation (DCF; comparable companies; comparable transactions etc.), cash flow analysis, credit analysis and other similar analyses
- An ability to contribute to creative solutions for M&A and corporate finance transactions undertaken by Centrica plc
7
Skills For Manager, Mergers & Acquisitions Tax Resume
- Preparing internal presentations for senior team members, senior executives of Business Units and/or Centrica Group executives relating to transactions under consideration
- Remain fully conversant with all capital market developments including M&A techniques, the Listing Rules, and other relevant regulatory or market developments
- Keep abreast of current and future regulatory landscape, especially in core markets which are facing changing dynamics from Government pressures
- Sector and company research, utilising internal and external network of contacts
- Contribute commercial input on TMF’s Group strategy covering the M&A competitive landscape
- Detailed financial modelling and deal valuations, but with an ability to present complex financial information in a concise, clear and easy to understand manner
- Handle multiple projects of varying complexity and utilising different skill-sets across the M&A discipline. Manage cross-functional and cross-cultural teams
- Overseas travel with a demanding schedule of activities, often working to challenging deadlines
8
Skills For Manager Mergers & Acquisitions Resume
- Lead due diligence, deal structuring and all aspects of execution
- Frequent interaction with all major disciplines across the firm including: Service Lines, Regional Management, Local Managing Directors, Group Legal, Compliance, IT, Operations, HR etc
- Has an understanding of the organisation’s economics
- Creates and communicates a clear and compelling vision for the business area to stakeholders and team members
- Proactively builds and high performing, collaborative team
- Proficiency in Microsoft Office applications, including Excel
9
Skills For Tax Manager, Mergers & Acquisitions Resume
- Representation and negotiation on behalf of the firm at all stages of M&A transactions with external and internal parties
- Post-acquisition implementation and integration
- Fully understand TMF Group’s business lines, regulatory requirements and how the organisation is structured
- Understands what motivates individuals and uses this awareness to successfully drive individual and team performance
- Attend all relevant industry events
- Extensive travel as required
10
Skills For Compliance Manager Mergers & Acquisitions Resume
- CoreCivic has completed 14 unique transactions over the last couple years totaling over $365m in capital deployed and over 1.1M square feet of properties with a robust pipeline of opportunities for the foreseeable future
- CoreCivic recently amended its credit facility to ensure that ample liquidity and flexibility exist to grow and diversify the company, including through acquisitions
- Recognised internally and externally as a Subject Matter Expert (SME) in their specialist area
- MBA or equivalent qualification in relevant discipline
- Extensive exposure to key legal provisions / issues and mechanisms in sale & purchase agreements (representations and warranties, indemnities, guarantees, hold-backs, employee retention, governance rights, etc.)
- Proven financial and analytical skills (including but not limited to comparable company / transaction, DCF, sum of the parts, WACC, LBO, accretion / dilution analyses)
List of Typical Responsibilities For a Manager, Mergers & Acquisitions Resume
1
Responsibilities For Senior Manager, Mergers & Acquisitions Resume
- Collecting market intelligence through ongoing research of industry news, publications and analyst reports and participating in earning calls for major competitors and targets
- Manage small to medium sized M&A Projects, contribute tolarge sized projects
- Define the business model and business plan for potential transactions in alignment with the Divisions
- Manageprojects and work-streams for M&A projects, incl. due diligence process
- Lead project teams on a global level, across divisions and corporate functions, including close interaction and coordination with external advisors (investment banks, consultants, auditors, lawyers, etc.)
- Define best in class process for acquisition or divestiture, including Integration and Carve-Out planning
2
Responsibilities For Integration Manager, Mergers & Acquisitions Resume
- Prepare decisions documents for IFX Management Board
- Leverage your internal and external network, market and semiconductor know-how to positively contribute to the success of the projects
- Develop an M&A toolkit
- Proficiency in deal analysis, negotiation and execution, M&A related work in financial institution or boutique M&A firm, or similar corporate development expertise
- Thorough knowledge of M&A practices, including corporate M&A, private equity, post deal integration
- Supportrecruitingactivities, especially interns
- Tenured, experienced industry leadership and management to mentor with and support your ongoing development in the Finance field. We have a deep bench of development oriented leaders from M&A, Audit, Treasury, FP&A, Public Accounting, Tax, Banking, Investment, and Government backgrounds, who can help continue to shape your own career diversification
Related to Manager, Mergers & Acquisitions Resume Samples
Acquisition Marketing Resume Sample
Work Experience
• Experience working with analytical tools such as Omniture or Google Analytics
• UK Consumer Bank (based in London; clients are UK residents)
• International Personal Bank EMEA (based in London and Jersey; clients are resident outside of UK and using Citi for offshore banking ...
Professional Skills
• Demonstrated problem solving and strong an...
• Strong SQL skills. Experience with AWS/Big...
• Excellent oral and written communication s...
Acquisitions Analyst Resume Sample
Work Experience
• Provide detailed reporting and data analysis on LPL’s closed, current and future client acquisition deal flow
• Assist with enhancement of LPL’s internal library of acquisition strategy whitepapers
• Assist in the sales process and preliminary underwriting of LPL’s acquisitio...
Professional Skills
• Emerging skills in the areas of M&A, finan...
• Superior writing and verbal communication ...
• Strong financial analysis skills and exper...
Mergers & Acquisitions Resume Sample
Work Experience
• Liaison with operating management and accounting staff on various tax issues
• Assist the CAO and Tax Director in monitoring jurisdictional cash balances and efficient deployment of cash which includes maintenance of E&P, tax pools, statutory reserves and compliance with corporate governance
&n...
Professional Skills
• Strong quantitative and analytical skills,...
• Excellent organizational skills and the ab...
• Strong negotiating skills, communication s...
Consultant, Acquisition Resume Sample
Work Experience
• Develop, Implement & Execute Recruitment Strategies, Programs and Processes
• Partner with business/functional leaders and HR leaders to develop the recruitment and sourcing strategies, establish priorities, and ensure alignment with delivering talent strategies
• Activel...
Professional Skills
• Strong recruitment marketing skills
• Strong talent sourcing skills
• Excellent interpersonal and communication ...
Advisor, Acquisition Resume Sample
Work Experience
• Advise and mentor the ANDSF Procurement Leadership on the development of Contract Oversight Processes’/Methodologies
• Aggressively seek new and innovative solutions to meet the customers’ most critical needs
• Engages internal partners to review sales, support performance an...
Professional Skills
• Interviewing skills, superior industry kno...
• Attention to detail coupled with strong pr...
• Demonstrated experience recruiting passive...
Analyst, Acquisition Resume Sample
Work Experience
• Up to 3 years’ experience in Government Acquisition or Contract Management experience or finance experience
• Report findings and future outlook/projections to Senior Management in Credit Cards. Developing recommendations and assisting with preparation of business cases and supporting documentation...
Professional Skills
• Excellent prioritization skills to balance...
• Strong Excel skills and experience produci...
• Strong analytical skills with experience c...