M&A Stock Deal Lead

Overview

Meet the Team

You will play a key role within the Finance team, responsible for administering stock services to Cisco acquisition employees and shareholders. Key to the success of this team is operations, compliance, customer service and collaboration. You will contribute to the design of acquisition strategies, acting as a deal lead for acquisition stock transactions. In addition, you will implement acquisition integration plans, as they relate to stock and stock incentives.

• Deal analysis and implementation of the acquisition integration plan generally includes the following:
• Review due diligence analysis of target company stock spreadsheet: audit, issue resolution, and recommendations.
• Model stock integration plan, including converting target stock and stock incentives to cash and/or stock, and modeling unique stock based incentive and retention mechanisms.
• Review and approve vest templates consistent with acquisition terms, and upload outstanding/assumed equity awards into stock management database.
• Define and coordinate processes to implement share exchanges and option assumptions.
• Present to target company employees on terms of acquisition and ongoing equity.
• Post close responsibilities include managing the process of the delivery of cash and/or stock to target shareholders and employees, monitoring the implementation of the appropriate acquisition integration procedures, managing escrow release process, and addressing ongoing questions/issues pertaining to integration activities.
• Calculate and model re-vesting of shares, options and restricted cash, the cash-out of the merger, and process wires.
• Identify, recommend and lead implementation of process improvements and productivity enhancements relating to stock acquisition and integration activities.

You will coordinate efforts and have continuous communication with Legal Counsel (in-house, outside, and target), Tax Counsel (in-house and external), HR Acquisitions team, Corporate Development, Acquisition Integration team, U.S. and non-U.S. Payroll, Finance and Target Company Management.

You are a self-starter who strives toward continuous improvement. You are highly adaptable and have accountability for results. Your collaboration skills enable you to be a standout colleague and partner across multiple teams and time zones.

• Strong analytical and Excel skills with attention to detail.
• Ability to translate contract terms into financial models and reliably alter financial models real-time
• Ability to determine alternative solutions that result in the best overall results
• Flexible schedule, and able to work off hours at critical points
• Ability to work under strict deadlines

• BA/BS Degree in Finance or related field
• Minimum of 5 years of proven experience including sophisticated financial modeling skills and interpretation of contractual terms
• Knowledge of stock equity instruments and M&A transactions and integrations highly preferred
• CEP designation preferred

At Cisco, we’re revolutionizing how data and infrastructure connect and protect organizations in the AI era – and beyond. We’ve been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint.

Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you’ll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere.

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