Head of Strategic Transactions

TAL; Sydney; Vor Ort; AUD 190.000 - 260.000; Vollzeit

Zusammenfassung

TAL is seeking a senior leader to head Enterprise Solutions, M&A and Strategic Projects. You will oversee the end-to-end financial due diligence process, direct modelling, valuation and analysis, and ensure high-quality outputs to support strategic decisions.

You will partner with operational teams to drive transaction execution, validate business cases, identify risks, and develop mitigation strategies. You’ll prepare board materials and maintain key adviser relationships.

Qualifikationen

• Strong knowledge of Life Insurance financial metrics and capital requirements.
• Understanding of Australian regulatory environment (APRA, ASIC, ACCC, FIRB).
• Proven track record leading junior professionals through end-to-end execution of a transaction.
• Excellent stakeholder management with C-suite, regulators and external advisers.

Aufgaben

• Build, mentor and develop a small team of high-performing professionals.
• Originate value-enhancing strategies, and ideas, document, syndicate, gain approval and execute.
• Develop financial metrics and risks for inorganic acquisition opportunities, divestiture opportunities or general commercial initiatives.
• Lead the end-to-end M&A process, including target identification, strategic rationale development, financial modelling, due diligence, deal structuring, negotiation, and post-merger integration oversight.
• Prepare Board papers, investment committee submissions, and executive briefings to support transaction decision-making.
• Manage relationships with external advisers, including investment banks, legal counsel, accountants, and actuarial consultants.

Kenntnisse

Life Insurance metrics

Regulatory knowledge

Deal execution

Stakeholder management

Financial modelling

Negotiation

Jobbeschreibung

• Shape the future of insurance with innovative ideas and technologies that improve the lives of millions of Australians
• Take advantage of well-being initiatives designed to support your mental and physical health, ensuring a balanced lifestyle
• Take your career further than you ever imagined with diverse roles and opportunities for personal and professional development

Welcome to TAL. As a leading life insurer,we’vebeen protecting Australians for over 150 years. Backed byDaiichiLife,we'redriven by big ambitions and empower to create better products and services.

Together with our Partners,we’rehelping millions of Australians live a life filled with choices, options, and freedoms. See the direct impact you make delivering support and financial security with care andexpertise. Grow beyond expectations with diverse roles, global connections, and exclusive learning opportunities.

Work with passionate,brightand capable colleagues. Feel inspired by supportive leaders. Collaborate with heart, where flexibility, wellbeing and inclusivity is valued. Together,we'rereimagining insurance.

So, bring a curious mind and an ambition to help us become the progressive, digitally enabled leading insurer.

Job Description

Reporting to the General Manager Enterprise Solutions,M&A and Strategic Projects, you will lead the team across all stages of a transaction’s lifecycle, working closely with internal functional partners, business group leaders, counterparties and external advisers. You will oversee the end‑to‑end financial due diligence process, including directing modelling, valuation and analysis completed by junior team members, and ensuring robust, high‑quality outputs that support sound decision‑making.

Partnering with operational teams, you will lead transaction execution and due diligence activities to validate the business case, identify key risks and issues, and clearly articulate areas of uncertainty, potential outcomes and risk exposure. You will work collaboratively with the business and deal team to develop and implement appropriate mitigation strategies, ensuring transaction structuring and documentation remain aligned to the commercial rationale. You will also prepare clear, succinct materials for senior management, the Board and shareholders, including presentation packs and bid documentation, translating complex analysis into practical insights and implications.

In this role you will:

• Build, mentor and develop a small team of high-performing professionals
• Originate value enhancing strategies, and ideas, document, syndicate, gain approval and execute.
• Develop financial metrics and risks for inorganic acquisition opportunities, divestiture opportunities or general commercial initiatives
• Lead the end-to-end M&A process, including target identification, strategic rationale development, financial modelling, due diligence, deal structuring, negotiation, and post-merger integration oversight
• Prepare Board papers, investment committee submissions, and executive briefings to support transaction decision-making.
• Manage relationships with external advisers, including investment banks, legal counsel, accountants, and actuarial consultants.

Qualifications

• Strong knowledge of Life Insurance financial metrics and Capital requirements and a knowledge of the Australian regulatory environment, including APRA, ASIC, ACCC, and FIRB.
• A proven track record of leading of junior professionals throughout the end-to-end execution of a transaction
• Deep understanding of valuation methodologies, financial modelling, deal structuring, and negotiation.
• Strong stakeholder management skills, with the ability to engage credibly with C-suite executives, regulators, and external advisers and a strong ability to communicate and to articulate complex concepts
• Strong commercial judgement and the ability to balance strategic ambition with disciplined risk management

Additional Information

TAL is one of Australia’s leading life insurers, committed to inclusion, and supporting the career growth of our diverse workforce.We’reproud to be:

• An Inclusive Employer – Recognised as Employer of Choice for Gender Equality by the Workplace Gender Equality Agency and Bronze Tier Status within the Australian Workplace Equality Index
• Diversity Champions – Member of Diversity Council Australia, Australian Disability Network, Pride in Diversity and Champions of Change
• We welcome applications from people with diverse experiences, perspectives and backgrounds including Aboriginal and Torres Strait Islander people, caregivers, individuals living with disabilities, people from culturally diverse backgrounds and the LGBTIQ+ community.
• Need adjustments during the recruitment process? Let our team know bygetting in touch withus here. —we’rehere to support you.

You’realwaysaccountable for your actions. You never give up. You strive to find the best outcomes for customers and partners.Andyou valueworking together to find the best solutions for problems.

As part of the recruitment process, there are several checks which may be conducted todemonstrateyour eligibility for a role at TAL including Criminal History, Bankruptcy, Entitlement to Work, Regulatory and Reference Checks.

#LI-Hybrid

Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyone’s responsibility.

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