Director, M&A Finance Integration - Remote
Areas of Interest
Remote - US - Remote - US - United States of America
Leads large Finance M&A Integration projects, combining extensive hands-on experience in finance, change management and techniques for problem-solving with a strong drive for results. Mobilizes & leads a cross functional finance team that is responsible for successful due diligence, integration planning and execution for all CBRE M&A deals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Manages finance team who are responsible for the delivery of multiple M&A deals being closed and integrated into CBRE finance organization. Serves as the primary contact and escalation point for any staffing, bandwidth, resource, or delivery issues within relevant deal. May provide support in assigning resources (guest resources and Subject Matter Experts) to deal.
Develops M&A finance integration methodology utilizing M&A integration best practices and project management disciplines. Certifies successful deal closure that is in line with the broader goals and objectives of the business investment. Identifies organizational change management impacts. Provides successful oversight of execution activities to ensure adoption and adherence to the standardized process and methodology. Provides the support and builds processes and tools needed by the team to enable successful deal execution and integration planning and implementation.
Elaborates on finance specific project plans including timelines, budgets, business cases, and resource planning in alignment with overall M&A deal. Ensures that there is proper signoff on all key deliverables.
Supports VP M&A Finance Integration and Finance leadership in strategic analysis and proposal on how best to integrate acquired companies into standard finance operating model, processes, and tech stack.
Ensures compliance to M&A playbook and M&A finance integration framework across all deals globally. Applies consistent governance over M&A deals to ensure proper risk management, transparency and predictability in M&A due diligence and integration efforts.
Produces effective progress reports and communication mechanisms to keep stakeholders appraised of the status, major risks and issues, budgets, and milestone achievements or misses, including value realization and budgeting.
Manages resource allocations and profiles across M&A deals ensuring appropriate resources are adequately distributed.
Implements metrics to measure value realization, synergies, operational performance and customer satisfaction.
Collaborates and consults with other functional workstreams, including Corporate Development team, Integration Management Office (IMO) and key stakeholders to clarify and define requirements, budgets, and business cases to align with strategic objectives. Promotes transparency and collaboration across all stakeholders, departments and external vendors
Leads and develops an effective team through communication, performance management, development plans and rewards and recognition.
Performs other duties as assigned.
Provides formal supervision to individual employees within single functional or operational area. Approves subordinate's recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values. Manages 3rd party project delivery resources/team. Responsible for identifying training needs, tracking performance, coaching, and motivating team members.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from 4-year college or university in Accounting, Finance, or related field. MBA is a plus. Minimum 8-10 years of related experience with 5 years of direct experience in M&A due diligence or finance integration projects. Strong program management experience preferred.
CERTIFICATES and/or LICENSES
CPA, CMA, CA, CFA preferred.
Ability to comprehend, analyze, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Excellent presentation and communication skills. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action. Excellent written and verbal communication skills. Strong organizational and analytical skills.
Advanced communication skills and able to communicate with clients, internal business leaders and third party service providers.
Requires in-depth knowledge of financial terms and principles. Reviews complex financial/business analysis and reports prepared by subordinates. Ability to analyze the most complex business/financial data and develop innovative solutions.
Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
OTHER SKILLS and/or ABILITIES
Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.).
Strong business acumen and management principles involved in cross functional planning, resource allocation, leadership and coordination of people and resources.
Broad Solution Architecture knowledge and skills.
SCOPE OF RESPONSIBILITY
Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve complex results. Responsible for setting project, department and/or division deadlines. Errors in judgment may cause long-term impact to line of business and/or overall company.
_*_ _*Colorado Residents: CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Director, M&A Finance Integration is $140,000 annually and the maximum salary for the_ Director, M&A Finance Integration position is $160,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program.
CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)