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Mergers and Acquisition Principal - San Antonio Texas
Company: USAA Location: San Antonio, Texas
Posted On: 06/15/2024
Why USAA?Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!The OpportunityAs a dedicated Mergers and Acquisition Principal, you will be responsible for providing subject matter knowledge to the VP, Mergers and Acquisitions and lead Mergers and Acquisitions (M&A) related activities across the deal spectrum. Develops M&A strategy across the enterprise, sources deals, conducts preliminary outside-in analyses, conducts formal due diligence, assists with sign-to-close activities/diligence, assists with Day 1 preparations, and assists with post close integration and/or investment thesis realization. Collaborates with internal stakeholders, investment bankers, transaction advisors (e.g. due diligence providers, valuation advisors) and target management team to ensure a seamless transaction process.We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX.Relocation assistance is available for this position.What you'll do: - Drives the development of the preliminary financial/accounting and operational assessments based on analytical modeling, reasonable assumptions, research, experience, and benchmarks; provides quantitative and qualitative assessment of a target's risks and opportunities.
- Expert knowledge on how to source and use qualified data and benchmarks to develop insight into a target's financial performance and business operations.
- Synthesizes and combines quantitative and qualitative data/information to develop specific deal related insight.
- Develops Financial Due Diligence data requests and management interview guides.
- Develops Quality of Earnings, Net Working Capital and Net Debt analyses.
- Conducts management interviews as part of the due diligence process and provides feedback to key stakeholders.
- Collaborates and manages 3rd party due diligence providers; provides feedback on 3rd party due diligence contracts and assists with negotiating scope and terms.
- Produces high-quality, insightful, finished deliverables.
- Develops and maintains internal (Lines of Business) and external (investment bankers, due diligence providers, valuation advisors, etc.) business relationships.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.What you have:
- Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
- Certified Public Accountant (CPA) designation.
- 10 or more total years of business experience including 5 or more total years of experience in Audit or Transaction Advisory practice at a top-tier Public Accounting or Consulting firm.
- 2 or more years of experience practicing as a CPA.
- Formal due diligence experience across various deal types (e.g. buy-side, sell-side, standalone deals, carveout deals, etc.).
- Executive-level subject-matter-expert knowledge of the function/field and demonstrated application of knowledge, skills and abilities towards work products required.
- Executive-level of business acument in the areas of the business operations, industry practices and emerging trends required.
- Experience in working with multidisciplinary diligence efforts and aligning and key internal constituencies.
- Strong quantitative analysis and financial modeling skills, including understanding of financial documents and business drivers.
- Experienced and skilled in interactions with potential internal and external partners.
- Ability to read and interpret business-related legal documents and corporate governance matters.What sets you apart:
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