Strategic Transactions Lead – M&A & Growth

TAL; Sydney; Hybrid; AUD 190,000 - 260,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Life Insurance metrics

Regulatory knowledge

Deal execution

Stakeholder management

Financial modelling

Negotiation

Job description

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.