Director – Finance M&A

Overview

This role will assist in furthering the company’s North American business strategies through mergers and acquisitions. The Director M&A Finance heads the finance function of the M&A process and oversees activities of all junior personnel. The Director M&A Finance performs functions with a focus on delivering value to the business through financial due diligence, integration strategy and post-close integration management. The Director M&A Finance is an integral part of the department and helps in shaping the departmental culture and growing departmental performance.

 

The Director M&A Finance duties encompass a significant portion of the merger and acquisition life-cycle with a strong mix of financial, operational and strategic aspects across workforce planning, learning and development, talent management, performance management, organizational change, onboarding, engagement, and reward.

 

Key Performance Indicators 

• M&A Annualized Target

• Revenue Business Case Attainment

• Profit Business Case Attainment

• Margin Business Case Attainment

• Balance Sheet Business Case Attainment

 

Duties and Responsibilities

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. Responsibilities and essential job functions include but are not limited to the following:

 

• Assist with modeling and financial analysis of impending and on-going transactions. 

• Financial due diligence - (some travel required) - evaluate trends and integrity of target acquisition financial statements to form a sound basis for the development of our investment model.

• Plays a strategic role in leading, planning, and executing due diligence activities across finance &  banking while understanding and complimenting operations. 

• Larger deals will require engagement with outside advisors retained to assist with diligence and integration.

• Stay abreast of IFRS and GAAP pronouncements relevant to M&A.  Liaise with UK Group accounting regarding the implementation of such policies within North America.

• Collaborate with business units and functional teams to build strong business cases that align with company objectives and are inclusive of synergistic opportunities and realistic cost forecasts.  

• Significant emphasis on building robust financial valuation models reflecting a detailed business case in order to assess the value creation potential of acquisition, venture or divestment proposals.

• Support new acquisitions throughout their integration and transition to RNA systems and processes. 

• Translating models to going forward budgets.  

• Coordinate the creation of thorough post-acquisition reviews. Evaluating the success or failure of each acquisition with an emphasis on taking best practices and lessons learned forward.  

• Track and coordinate the calculation and settlement of deferred consideration payments with former ownership / sellers.

• Track and coordinate the sending of closing and deferred payment wires.  

• In certain situations, the role may require hands-on direction / management of acquired Companies’ financial accounting and reporting functions.

Candidate Requirements

Experience

• 8-10 years - M & A, Finance and/or senior level accounting experience – Required

• Some legal exposure / experience is preferred but not required.  

• Proficient deal analysis, negotiation and execution. 

• Extensive knowledge of accrual accounting concepts, corporate finance, and will also have experience managing a large M&A team through the entire life-cycle of a merger or acquisition transaction.

Required Leadership Traits and Characteristics

• Relationship building

• Agility and adaptability

• Innovation

• Employee Motivation

• Integrity

• Decision-making

• Conflict management

• Strong Communication Skills

• Critical Thinking and Problem Solving

• Ability to Teach and Mentor

• Able to gather and make sense of large amounts of information and apply it to make business and customer-focused decisions.

• Able to maintain a high level of confidentiality and handle sensitive information with discretion.

• Able to thrive under pressure and work effectively as a team member to achieve tight deadlines.

• Able to be self-directed and work independently to find solutions and lead across other functional areas. 

• Have strong accounting background and knowledge of GAAP / IFRS along with general business experience in a commercial setting.

• Possess strong verbal and written English communication skills to communicate effectively and professionally at all times.

• Possess advanced knowledge of Microsoft Office Suite 2007 or later, especially Word, Excel and PowerPoint.  Advanced spreadsheet skills are essential.

• Have knowledge of Google Suite and associated programs frequently used at Rentokil-Terminix

Location/Travel

• Remote

• Travel up to 30% of the time depending on geographic location (conditions permitting).

Education, Qualifications or Training

• Bachelor’s degree, Business (Finance or Accounting) - Required

• MBA - Preferred

• CPA – Preferred