Vice President M&A

Doeren-Mayhew-Cpas-and-Advisor; Troy (MI); On-site; USD 180,000 - 240,000; Full time

Job summary

Doeren Mayhew is seeking a Vice President to join its Financial Institutions Group M&A and Strategic Advisory practice in the Detroit or Boston area. You will lead senior execution across credit union mergers, bank acquisitions, and related engagements, interfacing with executives and boards.

This role requires strong financial modeling, client management, and leadership of cross-functional teams, with hours fluctuating around deal deadlines. Travel up to 10% may be required.

Qualifications

• Bachelor's degree in accounting, finance, or economics.
• MBA or graduate degree preferred.
• CFA, CVA, CPA or equivalent credentials preferred.
• Minimum 6 years in investment banking, transaction advisory, valuation or comparable M&A role in financial institutions.
• Strong knowledge of financial statements, valuation, modeling, purchase accounting, CECL and related topics.
• Advanced Excel and PowerPoint skills for analyses and client presentations.
• Willingness to travel up to 10% and work in a transaction-driven environment.

Responsibilities

• Lead day-to-day execution of merger, acquisition and strategic advisory engagements.
• Develop and review transaction analyses, financial models, valuations and pro-forma statements.
• Prepare board and executive presentations, valuation reports and diligence summaries.
• Present complex findings to CEOs, CFOs, and transaction committees.
• Own engagement workplans and client communications; escalate issues as needed.
• Supervise and develop team members; establish repeatable methodologies and processes.
• Identify key transaction risks, value drivers, and integration priorities.
• Support practice growth through proposals, client relationships and market research.
• Monitor regulatory and market developments affecting transactions.

Skills

Investment banking

Valuation

Financial modeling

PowerPoint

Excel

Project management

Client communication

Senior leadership

Travel up to 10%

Education

Bachelor's degree in accounting/finance/economics

MBA

CFA/CPA/CVA

Tools

Excel

PowerPoint

Job description

Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 18 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 (FIG) is ranked by Callahan & Associates as the #1 credit union auditing firm in the nation.

Doeren Mayhew is seeking a Vice President to join its growing Financial Institutions Group M&A and Strategic Advisory practice. Reporting to the Principal leading the FIG M&A and Strategic Advisory team, the Vice President will play a senior execution and team leadership role across credit union mergers, bank and branch acquisitions, credit union service organization transactions and other strategic advisory engagements. This position offers direct exposure to executive management and boards, responsibility for significant portions of active engagements and the opportunity to help build a differentiated financial institutions advisory platform. Hours will fluctuate based on transaction activity and client deadlines.

This opportunity can be located in the Detroit metropolitan area or the Boston metropolitan area.

Responsibilities

• Lead the day-to-day execution of merger, acquisition and strategic advisory engagements from initial analysis and planning through client presentation and transaction closing.
• Develop and review transaction analyses, financial models, valuations and pro-forma financial statements, including purchase accounting and other financial institution-specific considerations.
• Prepare board and executive presentations, valuation reports, transaction materials, diligence summaries and other client deliverables.
• Participate in meetings with CEOs, CFOs, transaction committees and external advisers and present complex findings in a clear, decision-oriented manner.
• Own engagement workplans, timelines, quality control and client communication and escalated issues to the FIG M&A Practice Leader.
• Supervise and develop team members, review analyses and workpapers and establish repeatable methodologies, templates and processes across the practice.
• Identify and communicate key transaction risks, value drivers, negotiation considerations, synergies and integration priorities.
• Support practice growth through proposals, prospect meetings, client relationships, market research, thought leadership and identification of additional advisory opportunities.
• Monitor accounting, regulatory and market developments affecting credit union and financial institution transactions and incorporate relevant implications into client advice.

Qualifications

• Bachelor's degree in accounting, finance, economics or a related field. An MBA, master's degree or other advanced degree is preferred.
• CFA, CVA, CPA or other relevant credentials are preferred.
• A minimum of 6 years of relevant experience in investment banking, transaction advisory, valuation, corporate development or a comparable financial institution M&A role.
• Financial institutions experience is required, with direct credit union experience strongly preferred.
• Strong knowledge of financial institution financial statements, valuation, financial modeling, purchase accounting, CECL, regulatory capital, and transaction-related accounting considerations.
• Advanced Microsoft Excel and PowerPoint skills and the ability to independently develop clear, accurate and decision-oriented analyses and presentations.
• Strong project management, judgment, problem-solving and communication skills, including the ability to manage multiple concurrent deadlines with limited day-to-day supervision.
• Demonstrated experience leading transaction workstreams or engagements and presenting analyses and recommendations to senior executives.
• Ability to supervise and develop team members while maintaining high standards for accuracy, responsiveness and client service.
• Ability to travel up to 10% and work effectively in a transaction-driven environment where hours fluctuate based on client needs and transaction deadlines.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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, PC and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance, PC 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, PC 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, DM Payroll Solutions, Doeren Mayhew Capital Advisors and their subsidiary entities are not licensed CPA firms.