Global Employer Services-Workforce in Transactions Manager

JOB DESCRIPTION
A Workforce in Transactions Manager is responsible for managing as well as conducting human resources due diligence and integration services on mergers, acquisitions, spin-offs and dispositions working with a mixture of both private equity and corporate clients.

Job Summary


JOB DESCRIPTION
A Workforce in Transactions Manager is responsible for managing as well as conducting human resources due diligence and integration services on mergers, acquisitions, spin-offs and dispositions working with a mixture of both private equity and corporate clients.
Our team works with client leadership to identify and quantify HR risks and issues through diligence, merger-integration assistance, post-deal strategy, organization design, compensation, benefits and actuarial services. We are financially focused and work on transactions both domestic and globally.

Job Duties

• Diligence (Pre-Deal)
  • Oversees the diligence process, managing key stakeholders both within the firm and externally, meet all deadlines
  • Reviews key compensation and benefits programs to highlight issues or risks
  • Understands material impacts of workforce actions on the organization and its workers (e.g., COVID, headcount reductions, etc.)
  • Assesses the current vs go-forward organization especially in the case of a merger or carve-out
  • Quantifies the impact of the above items on the proposed transaction via clear communications
  • Oversees the project team managing upwards and also junior staff to ensure high quality deliverables and consistency with larger BDO team(s) and external advisors as applicable
• Post-Deal
  • Assists client in formulating the go-forward HR strategy and quantify financial impact of any decisions or changes from current
  • Executes HR strategy, providing advice across compensation, benefits, HR systems, organizational design, change management, communications, and/or culture
  • Provides project management support for integrations and divestitures including development of workplans, tracking of milestones, identifying dependences, and coordinating with other functional work streams
  • Manages both upwards and junior staff
• Consulting
  • Serves as a consultant and resource to clients in support of client engagements
  • Prepares brief written reports for clients
  • Interviews executive level staff and Board members
  • Oversees analysis performed by junior staff
  • Presents information to clients via conference call or in-person meetings
• Supports BDO leadership within the group regardless of location or practice orientation
• Directs junior staff on complex data models using Excel
• Prepares clear presentations using Power Point
• Other duties as required

Supervisory Responsibilities

• Supervises Senior Associates and Associates on assigned engagements and review work product, delivers actionable feedback
• Ensures Senior Associates and Associates are trained on deal processes and all relevant software, including Excel and PowerPoint, as appropriate
• Delivers periodic performance feedback and completes performance evaluations for Senior Associates
• Acts as mentor to Senior Associates and Associates, as appropriate

Education

Qualifications,

Knowledge, Skills and Abilities:

• Bachelor’s degree required; field of study in Applied Mathematics, Mathematics, Business Administration, Accounting, Economics, Finance, Human Resources Management, preferred

Experience

• Five (5) or more years of prior experience in HR transactions, actuarial, compensation and/or strategic service consulting, required
• Ability to clearly communicate (both written and verbally), required
• Strong financial acumen needed and strong excel skills, strongly preferred
• Prior experience in managing large scale projects, preferred
• Prior experience drafting reports and presentations to "C-Suite" executives, preferred
• Prior experience collaborating with other M&A service lines, preferred
• Prior experience in supporting successful business development campaigns, preferred

License/Certifications

• Active CPA, FSA, ASA, Enrolled Actuary, SPHR, Member of the Bar, JD, Chartered Financial Analyst, or Certified Equity Professional, preferred

Software

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required

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