Deloitte Atlanta , GA 30301
Posted 3 weeks ago
M&A Risk Manager
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
Consult with engagement team, N.O. Conflicts, OGC on such conflict matters
Research and monitor media/articles regarding above as needed
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)
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
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.
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
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.
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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.
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