The Transaction Manager evaluates merger and acquisition (M&A) initiatives by developing financial models and valuations. He/She executes M&A due diligence programs, participates in contract negotiations, and ensures post-closing obligations are fulfilled. The Transaction Manager assists with divestiture efforts.
The Transaction Manager prepares financial projections and models (e.g., leverage buyout, option pricing, opportunity price, future cash flow, integration cost, etc.) to establish offer price range. He/She creates comprehensive valuation reports for senior management (i.e., the Management Committee and the Mergers & Acquisition Committee) to support strategic decisions for M&A pursuits. This position makes ongoing adjustments to financial models and assumptions to support negotiations. The Transaction Manager reviews purchase agreements to verify contract language reflects deal terms.
Analyzes financial profiles (e.g., financial records, liabilities, capital structure, etc.) of target companies to determine value and identify risks and synergy opportunities.
Researches industry comparables to establish valuation and pricing benchmarks.
Determines and quantifies material findings of possible transactions to determine offer price adjustments and continuance in contract negotiations.
Evaluates business plans and synergy estimates of UPS business units and potential target companies to create recommendations to UPS senior management.
Monitors post-closing contingencies to ensure fulfillment or price adjustments in the case of failed contingencies.
Assists the UPS Strategy group with market research to identify areas for inorganic growth.
Conducts Research: Identifies the business problem that requires research; identifies sources of information that are relevant to a problem; reviews literature and data related to the research question; summarizes information from data sources.
Detail Orientation: Distinguishes between "big picture" concepts and comments and specialized, smaller specific facts associated with work; notes the specifics of events and experiences; explains, in general, how details impact end goals or outcomes; ensures that work is completed accurately and with the appropriate level of detail.
Accurately reads and interprets financial reports and statements; demonstrates an understanding of relevant financial measures, revenue and cost drivers; applies financial analysis to recommend solutions that support business objectives.
Negotiation: Demonstrates an understanding of negotiation techniques; identifies stakeholders/participants that should be involved in negotiations; demonstrates an understanding of each party's objectives.
Report Generation: Generates reports in appropriate format using basic software; reviews reports to ensure accuracy and completeness; identifies issues with report generation (e.g., missing variables, incorrect data, etc.).
Bachelor's degree (or internationally comparable degree) Accounting, Finance Preferred
Experience demonstrating advanced skills with Microsoft Excel (e.g., Pivot tables, V-look ups) Preferred
Experience demonstrating advanced skills with Microsoft PowerPoint Preferred
Knowledge of financial terms (e.g., discount rates, growth rates) - Preferred
UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law