Senior Manager M&A

About the role

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.