M&A Risk Manager - National_Office

Deloitte Atlanta , GA 30301

Posted 3 weeks ago

Position Summary

M&A Risk Manager

  • Manager

  • Fulltime

Quality and Risk Management (QRM) is an internal organization aligned under Deloitte Consulting's function Delivery Excellence. Our practice advises business teams as they go to market to sell and deliver M&A services. Our team is looking for an experienced Manager to support all aspects of quality and risk for Mergers, Acquisitions & Restricting Services (MARS) Offering Portfolio, both on the Transaction Services and Consulting Services functional areas. Responsibilities will include assisting in consultations on potential conflicts, confidentiality, co investor and lender access letters, workpaper access letters, independence, client acceptance and other engagement matters. This position will also assist with compliance responsibilities such as policy manual updates, coordination of practice reviews, litigation survey, among others, as well as presentations and training and preclearing external communications such as eminence material and proposals. This position can be filled from any of our M&A officesand will involve limited travel.

Work you'll do

The M&A Risk Manager (RM) will be dedicated to M&A RM matters and will be responsible for the following:

Consultation Responsibilities and support to National M&A Risk Management

Assist in the following:

  • Latest geopolitical, economic, global trends and impact to M&A (e.g., SPACs, covid, sanctions, etc.)

  • Potential conflicts including:

  • Bankruptcy conflicts and disinterestedness considerations

  • Litigation matters involving M&A clients/counterparties

  • Business relationships

  • Consult with engagement team, N.O. Conflicts, OGC on such conflict matters

  • Research and monitor media/articles regarding above as needed

  • Confidentiality, including:

  • NDAs or clean room agreements involving target

  • Drafting ethical wall letter

  • Audit, tax and other professional advisor access letters to be signed by us, including

  • Mastering work paper access policy and other firm access letters

  • Co-investor policies, practices and letters

  • Lender access policies, practices and letters

  • Client and engagement acceptance and retention matters

  • Review and scrub the client acceptance submission

  • Manage any modifications to the client acceptance policy and forms (including BIS form)

  • Inter-Firm Agreements (IFAs), including:

  • Reviewing IFA, obtaining member firm engagement letters, as needed, to assess subcontractor protections and touchpoints with the US (e.g., third party reliance)

  • Independence (SEC and AICPA) - Scope of Services and Affiliate Rules

  • Need to assess during the scrub of client acceptance

  • Gaining an understanding the M&A business cycle and potential risks across each phase

Administrative and Compliance Responsibilities

Assist with the following:

  • Coordination, monitoring and tracking of practice reviews for annual selection of AERS PPDs

  • Identify lessons learned for broader M&A practice

  • Any changes to M&A policies manual including 1) changes to lender and co-investor access letters and interpretations of policies

  • Request executed lender and co-investor access letters in an effort to track and maintain precedent library

  • Revising the various M&A engagement, access and other form letters for modifications / streamlining.

  • Posting updated letters to contract maker and M&A Deloittenet site.

  • Coordination, monitoring and tracking of annual litigation survey process

  • Monitoring Firm/FSS Alerts and related impact on M&A practice

  • Monitor changes to Firm-wide policies that may have impact on M&A and prepare briefing

  • Monitor SEC and PCAOB websites for recent speeches (provide copy of actual speech and briefing)

Presentations/ Training

Assist with the following:

  • Development, coordination and presentation of M&A risk management and M&A independence training (including staff meetings and special risk topics)

  • M&A New Hire Training Materials

  • Update and present M&A risk training materials

  • Update new hire M&A risk e-learning course

  • Monitor confidentiality e-learning course

  • Monitor new hires taking the confidentiality e-learning within two weeks of joining the M&A practice

Review, Pre-Clearance Concurs

Assist with the following:

  • Review of DTTL member firm referral instructions

  • Pre-clearance of DPM10640 - External Communication Reviews (eminence/marketing materials, proposals, etc.)

  • Pre-clearance of client acceptance and continuance approvals

Other Risk Management Matters

Assist with the following:

  • Preparation and distribution of risk and practice alerts

  • Developing guidance to emerging practice issues to be included within risk/practice alerts

  • Researching hot topics in the marketplace

  • Lender access benchmark statistics

  • Special projects (automate access letters, matters involving tools/assets used in M&A, new Firm systems, etc)

  • Developing SOPs around our Risk Management role and guidance for business teams to leverage as they develop proposals, engagement letters and Statements of Work

M&A Policy Manual

  • Lead the effort to update the M&A policy manual as needed

The team

Delivery Excellence plays a pivotal role within Deloitte Consulting by partnering with the business to enhance and enable how the practice sells and delivers projects. We promote innovation, drive efficiencies and collaboration, and provide meaningful insights to manage risk and improve the quality in the way we sell and deliver projects. This results in market differentiation, improved client outcomes, and positions our business to navigate the growing complexity in our engagements.

Delivery Excellence is seeking innovative, forward-thinking professionals who are energized by bringing ideas to life that help shape and transform how the Consulting practice delivers to clients.

Qualifications

Required:

  • Minimum 10+ years of business experience in a corporate environment

  • Four-year college degree

  • Strong writing, oral communication, and executive presentation skills

  • Ability to travel up to 20%, on average, based on the clients and industries/sectors you serve

Preferred:

  • Professional Services industry experience

  • Risk Management, Deal Desk/Deal Strategy and Execution, Strategic Transaction, Contracting and Negotiations, Client Commercial and Contract Management, and Contract Negotiations

  • Ability to work independently, manage multiple priorities at once in a fast paced, dynamic and demanding environment and is highly responsive to numerous and varied requests

  • Working with various cross - functional stakeholders and executives. Flexibility, critical thinking, teamwork, problem solving, organization, creativity, emotional intelligence, attention to detail, takes responsibility, initiative and is proactive, and has the ability to glean complex topics and respond back to business teams in a timely manner.

  • Positive, collaborative with a "roll up your sleeves" attitude

  • Interest in and understands the Mergers & Acquisitions market and sales lifecycle

  • Desire to learn, grow, lead, and build a career in M&A QRM

You must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $114,000-$209,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

Professional development

From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. See notices of various ban-the-box laws where available.

Requisition code: 112358


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
US Consulting Specialized Risk Manager National_Office

Deloitte

Posted 3 weeks ago

VIEW JOBS 9/14/2022 12:00:00 AM 2022-12-13T00:00 <p>Position Summary</p><p>Specialized Risk Manager</p><ul><li>Senior Manager</li></ul><p>The US Consulting Specialized Risk Manager is responsible for supporting Delivery Excellence strategy with respect to solutions enabled by Deloitte Consulting. This role will span across driving fluency in Specialized Risk areas such as New Business Innovation, Cloud/Hybrid services and will be responsible for providing guidance to teams exploring cutting edge technology ecosystem members, to teams working on the highest priority new business ventures, and other areas being explored.</p><p>Work you'll do</p><p>The key responsibilities of the Specialized Risk Manager, include:</p><ul><li><p>Collaboration and cross team coordination</p></li><li><p>Provides guidance and support to senior business leaders within the firm regarding risk migration and contracting strategies</p></li><li><p>Collaborates closely with asset leaders and teams throughout the development lifecycle (from ideation to go-to-market approval), focused on identifying risk areas and creating mitigation strategies</p></li><li><p>Involves and collaborates with other firm areas throughout development lifecycle as required (Office of General Counsel, Independence, Office of Confidentiality and Privacy, Tax, Finance, Information Technology Services, External Communications and Marketing &amp; Branding)</p></li><li><p>Serves as trusted advisor to asset leaders on risk matters, such as IP ownership and protection, third-party and open source software component obligations, license agreement development, client confidential information protection, independence matters, issues that are trending in the marketplace such as proposed regulatory policies (domestic or otherwise) and the latest technology related risks affecting the market.</p></li><li><p>Contract Management</p></li><li><p>Support deal and contract structuring, drafting customized contractual provisions and risk review, negotiations, operations, and operational aspects of professional services contracts.</p></li><li><p>Helps interpret contractual requirements and analyzes and assesses potential impacts associated with contract delivery risks.</p></li><li><p>Assist in development of tactics for negotiations with clients and vendors to resolve contractual issues.</p></li><li><p>Provides guidance to reduce project risks specifically with respect to the incorporation of assets, adjust contract requirements to accommodate changing project circumstances, and manage stakeholder expectations to contractual obligations and agreed upon performance standards.</p></li><li><p>Program Development</p></li><li><p>Identifies, socializes and leads implementation of improvements to the risk review component of the work under Specialized Risk areas</p></li><li><p>Identify risks and recommend mitigations for new business models proposed by the organization</p></li><li><p>Provide information and contacts related to other areas to facilitate compliance with firm policy (including Enterprise Portfolio Management, Independence, Office of General Counsel)</p></li><li><p>Educating and mentoring Delivery Excellence professionals (Quality &amp; Risk Managers y team members) on foundational asset licensing and technology-driven solutions, focused on building awareness and capacity to provide guidance and support to the practice</p></li></ul><p>The team</p><p>Delivery Excellence is committed to providing our engagements and practitioners with the resources, tools, assets, and approaches they need to be world class advisors, implementors, and operators.</p><p>We are looking for people who are passionate about contracts, negotiation, technology and innovation and can develop ideas into products that are relevant to solve business problems.</p><p>Qualifications</p><p>Required:</p><ul><li><p>Education: BBA/BA/BS in related field, Masters Degree is desirable</p></li><li><p>Experience structuring and negotiating license agreements for a software business</p></li><li><p>Experience Requirements: Minimum 10 years of consulting, contracting, and management experience</p></li><li><p>Ability to travel approximately up to 50%, on average, based on the clients and industries/sectors you serve</p></li></ul><p>Preferred:</p><ul><li><p>Strong research, problem-solving skills, collaboration, and networking skills</p></li><li><p>Experience with and comfort in discussing and understanding current and new technology</p></li><li><p>Ability to evaluate risks associated with large professional service engagements and cloud agreements</p></li><li><p>Understanding of the different types of sensitive data (PII, PHI, etc.), the associated risk profile of handling each type of data, and the appropriate risk mitigation strategies to be employed</p></li><li><p>Ability to verbalize opinions that provide the appropriate support to all levels of leadership</p></li><li><p>Trusted Advisor - extensive track record of success in QRM and/or in a QRM Risk Manager role</p></li><li><p>Balanced - is practical and has the ability to balance risk appetite with growth objectives</p></li><li><p>Results-orientation - has the ability to get things done effectively</p></li><li><p>Implementation orientation - has the ability to drive alignment and implement training to senior executives on product deal structures, contract development, and quality</p></li><li><p>Leadership - has the ability to deal with adversity and ambiguity, and make the right decisions in a timely manner</p></li><li><p>Experience and ability to work directly with senior level individuals (internally and externally)</p></li><li><p>Strong oral and written communication skills and the ability to construct and negotiate sufficient contractual provisions addressing business issues</p></li><li><p>Ability to bring fresh ideas and thinking to help Delivery Excellence</p></li></ul><ul><li>Risk serve the changing needs of Consulting</li></ul><ul><li><p>Ability to work autonomously in a matrixed, fast-paced, multi-task environment</p></li><li><p>Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future</p></li></ul><p>The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $153,000-280,000.</p><p>You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</p><p>#National_Office</p><p>Recruiting tips</p><p>From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.</p><p>Benefits</p><p>At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.</p><p>Our people and culture</p><p>Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.</p><p>Professional development</p><p>From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.</p><p>As used in this posting, &quot;Deloitte&quot; means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.</p><p>All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.</p><p>Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. See notices of various ban-the-box laws where available.</p><p>Requisition code: 116060</p><br> Deloitte Atlanta GA

M&A Risk Manager - National_Office

Deloitte