Senior Manager M&A

Doeren hew; Troy (MI); On-site; USD 120,000 - 160,000; Full time

Job summary

Doeren Mayhew is seeking a Senior Manager to lead financial due diligence engagements within its Financial Institutions Group M&A and Strategic Advisory practice. The role focuses on credit unions, banks, and other financial institution-related entities on mergers and strategic transactions.

Expect exposure to executive management and engagement leadership. Hours fluctuate with transaction activity and client deadlines.

Qualifications

• Minimum of 7 years of relevant experience, including at least 4 years in financial due diligence or a comparable M&A role.
• Financial institutions’ experience required with direct credit union experience preferred.
• Strong knowledge of U.S. GAAP, ASC 805, ASC 326 and regulatory reporting is preferred.
• Ability to travel up to 10%.

Responsibilities

• Lead merger and buy-side financial due diligence engagements from initial scoping through final client presentation.
• Analyze historical and projected financial performance, including earnings, capital, liquidity and other transaction-specific matters.
• Lead loan portfolio and credit diligence, including concentrations, delinquencies, and risk ratings.
• Assess purchase accounting, fair value marks, and post-close earnings implications.
• Identify risks and opportunities affecting valuation, deal structure or integration planning.
• Prepare clear diligence reports and executive summaries for senior management and boards.

Skills

Analytical skills

Project management

Communication skills

Excel / financial analysis

Education

Bachelor's degree in accounting/finance

Master's in accounting preferred

CPA or CFA credentials

Tools

Microsoft Excel

Microsoft Office

Job description

Senior Manager, Financial Institutions M&A Due Diligence

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Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 36th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.

Doeren Mayhew's Financial Institutions Group is comprised of cross-functional professionals delivering industry-focused expertise to more than 400 institutions across the nation. Our group of trusted advisors assists a wide range of financial organizations in assessing opportunities, managing risk and delivering stakeholder value.

Doeren Mayhew is seeking a Senior Manager to help lead financial due diligence engagements within its growing Financial Institutions Group M&A and Strategic Advisory practice. The role will work primarily with credit unions, banks, credit union service organizations and other financial institution-related businesses on mergers, acquisitions and strategic transactions. This position offers direct exposure to executive management, significant engagement responsibility and the opportunity to help develop a differentiated financial institutions M&A platform. Hours will fluctuate based on transaction activity and client deadlines.

Responsibilities

• Lead merger and buy-side financial due diligence engagements from initial scoping through final client presentation.
• Analyze historical and projected financial performance, including quality and sustainability of earnings, capital, liquidity, asset quality, loans, investments, deposits, profitability and other transaction-specific matters.
• Lead loan portfolio and credit diligence, including concentrations, delinquencies, nonaccrual loans, charge-offs, risk ratings, underwriting practices and the allowance for credit losses under CECL.
• Assess purchase accounting, fair value marks, merger-related costs, transaction liabilities, opening balance-sheet considerations and post-close earnings implications.
• Identify and communicate risks, value drivers and opportunities that may affect valuation, deal structure, negotiated terms or integration planning.
• Prepare clear diligence reports, executive summaries and presentations and lead meetings with senior management, boards and transaction committees.
• Manage engagement scope, budgets, timelines, workplans, client communications and delivery under compressed transaction deadlines.
• Collaborate closely with professionals across valuation, tax, audit, regulatory, legal, technology, cybersecurity and other specialists to provide an integrated transaction assessment.
• Supervise and develop team members, review workpapers and analyses and maintain engagement quality standards.
• Support practice growth through proposal development, prospect meetings, client relationships, thought leadership and continued improvement of FIG diligence methodologies.

Qualifications

• Bachelor's degree in accounting, finance or a related field. Masters in accounting preferred
• CPA, CFA or other relevant financial, accounting or credit credentials are preferred.
• A minimum of 7 years of relevant experience, including at least 4 years in financial due diligence, transaction advisory, quality of earnings, loan review or a comparable financial institution M&A role.
• Financial institutions’ experience required with direct credit union experience preferred.
• Strong knowledge of U.S. GAAP, financial statement analysis, ASC 805, ASC 326 and financial institution regulatory reporting is preferred.
• Strong analytical, project management and problem-solving skills, including the ability to prioritize issues and manage multiple concurrent deadlines.
• Demonstrated ability to lead engagements from planning through final client presentation with limited day-to-day supervision.
• Executive-level written and verbal communication skills
• Advanced Microsoft Excel and financial analysis skill preferred; proficiency in Microsoft Office required.
• Ability to travel up to 10%.
• Ability to work effectively in a transaction-driven environment where hours will fluctuate based on transaction activity and client deadlines.

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.

\"Doeren Mayhew\" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.