Mergers & Acquisitions Resume Sample
Work Experience
- Liaison with operating management and accounting staff on various tax issues
- Assist the CAO and Tax Director in monitoring jurisdictional cash balances and efficient deployment of cash which includes maintenance of E&P, tax pools, statutory reserves and compliance with corporate governance
- Assist with the coordination of accounting for income taxes for international subsidiaries
- Assist with the oversight, review, ongoing maintenance, and follow-up of the various transactional components in our international business/tax structure. This includes intercompany transactions, revenue/expense apportionment, journal entry follow-up and ensuring that transactions are calculated and recorded properly and timely
- Assist with, and eventual management of, tax due diligence for M&A transactions. This includes internal due diligence and coordination with outside tax and legal resources as needed
- Assist with the establishment or liquidation of legal entities and structuring and integration of M&A transactions as needed
- Assist with the planning for and compliance with the Base Erosion and Profit Shifting (“BEPS”) action items as countries adopt. This includes but not limited to country-by-country reporting, master file and local file maintenance
- Coordinate and conduct due diligence activities, pulling resources in from across the divisions, if necessary
- Advise company management of the financial, organizational, and facilities and capital resource implications of new business opportunities resulting from bid and proposal activities
- Liaise with Legal, Tax, and Finance teams to coordinate completion of the final contract
- Negotiate with sellers and potential business partners and recommend resolutions to negotiations to Senior Executives
- Defining Merger & Acquisition strategies and articulating acquisition business cases
- Developing and maintaining Excel workbooks and financial models to facilitate the evaluation of opportunities
- Leading preliminary diligence activities and asking the right questions to make quick go/no-go decisions
- Work with the bank’s independent and internal auditors and examiners in their quarterly and annual reviews and audits, coordinating accounting related inquiries and requests
- Meets with clients to ensure the quality of service and uncover opportunities for referrals for other banking services
- Depth of legal knowledge, including familiarity with specialized areas that arise frequently in M&A and other transactions (e.g., corporate tax, employee benefits, employment matters, executive compensation, antitrust, and securities)
- Comfort in advising and interacting with senior executives and business unit leaders
- Work closely with, facilitate interactions within, and influence large cross-functional teams (including representatives from law, tax, accounting, regulatory, compliance, operations, human resources, real estate, treasury and communications)
- Outstanding verbal and written communication skills, and attention to detail
- Identify potential merger / acquisition opportunities through market analysis and requests to bid
- Help prepare comprehensive financial and business analysis of target companies to identify athe extent of the market opportunity and strategic fit
- Assist in the presentation of data relating to merger/acquisition opportunities to the Senior Executives and Board of Directors
Education
Professional Skills
- Strong quantitative and analytical skills, preferably also with financial modelling skills
- Excellent organizational skills and the ability to effectively manage multiple demands, shifting priorities, and tight timelines
- Strong negotiating skills, communication skills and an ability to handle
- Strong analytical skills including financial modeling, accounting and valuation experience
- Have effective leadership skills and commitment to mentoring, coaching and developing a team of direct reports. MBA, CPA or equivalent experience is required
- Strong quantitative / modeling skills with thorough understanding of corporate finance and accounting
- Proven problem-solving skills, techniques
How to write Mergers & Acquisitions Resume
Mergers & Acquisitions role is responsible for analytical, interpersonal, financial, modeling, leadership, research, excel, finance, powerpoint, accounting.
To write great resume for mergers & acquisitions job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Mergers & Acquisitions Resume
The section contact information is important in your mergers & acquisitions resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Mergers & Acquisitions Resume
The section work experience is an essential part of your mergers & acquisitions resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous mergers & acquisitions responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular mergers & acquisitions position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Mergers & Acquisitions resume experience can include:
- Strong financial modelling and technical skills, with experience of managing and developing junior team members
- Excellent project management skills required, experience with managing
- Excellent and efficient skills using MS Excel and PowerPoint tools as well as other industry (e.g. SNL) and market data tools
- Strong interpersonal skills including the ability to lead cross-functional teams
- Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor
- Excellent organizational and communication skills as the position requires working in large deal teams with several work streams
Education on a Mergers & Acquisitions Resume
Make sure to make education a priority on your mergers & acquisitions resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your mergers & acquisitions experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Mergers & Acquisitions Resume
When listing skills on your mergers & acquisitions resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical mergers & acquisitions skills:
- Detail oriented with excellent communication (both written and oral) and interpersonal skills with excellent PC skills, including the entire Microsoft suite
- Excellent financial and operational analytical skills and modeling skills
- Excellent verbal and written communication skills, including the ability to create and deliver effective presentations
- Demonstrated experience working effectively with cross-functional teams including Legal, Finance, Engineering, Sales and Marketing
- Strong computer skills including familiarity and previous experience proficiently using MS Office applications including Microsoft Project
- Excellent problem solver with strong analytical skills, impeccable business judgment and decision making abilities
List of Typical Experience For a Mergers & Acquisitions Resume
Experience For Director, Mergers & Acquisitions Resume
- Strong analytical, communication and leadership skills. Ability to communicate effectively with senior management
- Project management skills including the ability to effectively manage multiple project deadlines simultaneously
- Strong research, analytical, problem-solving, decision-making, project management and organization skills
- Excellent written and verbal communication skills, including ability to present to Executive Leadership Team
- Analytical thinker with excellent time management and problem solving skills
- Excellent interpersonal, written and oral communication and negotiation skills
- Proven ability to effectively manage end to end M&A processes
- Very strong Excel, PowerPoint & Word skills
Experience For VP, Mergers & Acquisitions Resume
- Strong project management skills to ensure projects are completed in a timely manner
- Detail oriented, strong organization skills and ability to meet tight deadlines
- Demonstrated M&A project execution experience including financial modeling, due diligence management, negotiations and closing
- Experience in investment banking, corporate M&A or consulting. Experience as analyst or as auditor also valued
- Effective at building effective relationships with all levels of staff and management, within and across departments
Experience For Mergers & Acquisitions Director Resume
- Relevant business experience in the biopharmaceutical industry with 5 or more years experience in M&A or business development
- Excellent interpersonal, communication and organizational skill
- Work effectively in a fast-paced environment and to meet tight time deadlines
- Highly motivated with a strong work ethic; able to operate in a team environment
- Ensuring quality of client deliverables by having a strong attention to detail
- Good at organizing complex tasks (due diligences) and managing multiple projects
- Strong analytical including strategic assessment, benchmarking and strategy formulation
- Several years of experience, preferably in a corporate finance environment within a bank or consulting firm
- Strong ability to build working relationships with clients and internally in the industry
Experience For Analyst, Mergers & Acquisitions Resume
- Diversified experience with managing of day to day aspects of client relationships and projects
- Prioritise tasks, work on multiple engagements and manage rapidly changing assignments in a team environment
- Establish and maintain effective working relationships with diverse groups and cross-functional teams
- Audit experience with large public accounting firm
- Solid understanding of financial concepts such as DCF, NPV, IRR, etc
Experience For Associate, Mergers & Acquisitions Resume
- Provide leadership and project management to ensure timely and effective completion of executive level projects
- Preferably with previous experience in corporate venture capital
- Experience with a variety of transaction structures for comprehensive analyses
- Comprehensive knowledge of Excel, Word and PowerPoint; demonstrated aptitude for learning new software is essential
- High energy level and demonstrated bias toward action and initiative
- Partners with internal and external teams to identify, prioritize, evaluate, recommend and execute strategic transactions that fit M&A strategies
- Experience in TMT sector
- Excellent commercial exposure to high level clients and issues
Experience For Senior Analyst, Mergers & Acquisitions Resume
- Strong understanding of FASB, US GAAP, and SEC rules and regulations
- Experience running large scale global projects
- Orchestrate strategic alliance process across all Divisions and assure strong partnership with R&D, Legal, Finance, HR, Legal, Compliance & IS
- Assists in management of and prioritization of acquisition pipeline
- M&A and other corporate transactional experience
- Demonstrable experience within a Corporate Finance role, ideally within the renewable energy or wider infrastructure sector
- Mergers and Acquisitions Tax experience
- Experience with due diligence phase of M&A process
Experience For Mergers & Acquisitions Associate Resume
- Experience in the Healthcare Industry (Device, Pharma or Biotech) is preferable
- Experience in a Corporate Tax and/or M&A Tax environment
- Team lead experience
- +10 years Corporate Finance leadership experience
- Experience with Oracle general ledger systems
- Successful track record of three to eight years of diverse M&A, joint venture and complex transaction experience
Experience For VP Mergers & Acquisitions Resume
- Experience in the healthcare industry and with healthcare transactions is desired
- Finance experience, preferable in SaaS organization(s)
- Finance leadership experience
- Experience with Data Warehouse and BI Tools
- Have at least 3 years of M&A transactional experience in a law firm environment
- Corporate finance team within big 4 firm, with demonstrable M&A execution experience
- Demonstrated ability to lead strategic analysis on transactions and processes to identify potential risks, execution challenges and mitigating actions
- Experience in external financial statement analysis
- Mergers and Acquisitions related experience required
Experience For Finance Director of Mergers & Acquisitions Resume
- Demonstrated ability to lead strategic analysis on new processes or approaches and to identify potential risks and execution challenges
- Deal execution experience
- An effective time manager and planner who is extremely client focused
- Assisting in Corporate Development activities including preparing presentations and attending pursuit meetings with cross functional teams
- Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues
- Supporting and preparing summaries of transactions for External Reporting
Experience For Mergers & Acquisitions & Special Projects Accounting Manager Resume
- Being responsible for fostering an open and inclusive work environment
- Supporting preparation of purchase accounting model to track fair value adjustments and required journal entries
- Reporting to the Managing Director
- Developing strategic rationale for acquisitions and investments including how it fits into Anthem’s corporate strategy
- Peparing pitch documents, market analyses, information memorandums, management presentations, datarooms,..
List of Typical Skills For a Mergers & Acquisitions Resume
Skills For Director, Mergers & Acquisitions Resume
- Proven strong analytic and problem-solving skills; sound judgment and tremendous influence skills
- Excellent analytical and technical skills with a strong command of M&A concepts
- Strong relationship building skills and ability to build trust
- Good interpersonal skills, comfortable in building relationships with clients, advisers and colleagues
- Strong financial and operational analytical and modeling skills
- Highly effective verbal and written communications skills, familiarity with legal documentation, and the organizational ability to “get it done.”
- Strong communication skills to be able to work with C-level clients
Skills For VP, Mergers & Acquisitions Resume
- Work on confidential material, and effectively manage time and priorities
- Excellent project, time, and budget management skills
- Strong executive communication skills and consultative approach to partner with senior leadership and firmwide stakeholders
- Strong leadership skills with a team-oriented approach
- Excellent strategic, analytical and executive communication skills
- Strong executive presence, presentation (written and verbal) and interpersonal skills to positively interact with senior management and external partners
- Excellent negotiation, analytical and research skills
- Excellent presentation and analytical skills including PowerPoint, Excel, Word
Skills For Mergers & Acquisitions Director Resume
- High energy, strong work ethic, disciplined execution skills
- Proven financial analysis skills in financial model building in Excel
- Excellent organizational, analytical, and communication / interpersonal skills with the ability to work collaboratively in a team
- Detail-oriented and able to think analytically - Strong Excel, Powerpoint and Word skills
- Demonstrated experience with managing of day to day aspects of client relationships, transactions and projects in the leisure, retail and consumer goods sector
- Strong interpersonal skills and ability to negotiate
- Outstanding analytic, financial modeling and problem-solving skills; sound judgment
Skills For Analyst, Mergers & Acquisitions Resume
- Naturally curious, creative, possess outstanding problem-solving skills
- Experience practicing as a lawyer, with demonstrated progression through increasing levels of responsibility
- Superior analytical and modeling skills with sound knowledge of corporate finance and accounting
- Strong analytical, problem solving, and quality assurance experience
- Experience: 15+ years of relevant functional experience required which includes corporate development/M&A, private equity and/or investment banking
- Exceptional MS Excel modeling skills
- Solid experience in detailed financial modelling and valuation of relevant companies and markets
- Prior experience working on technology and cross border transactions
Skills For Associate, Mergers & Acquisitions Resume
- Prior experience working on capital markets transactions
- Demonstrated experience with managing of day to day aspects of client relationships, transactions and projects in the support services and transport sectors
- Proven experience in project management, market research and the development and execution of winning business plans
- Work closely with junior team members to develop their analytical skills, industry knowledge and leadership abilities
- Capacity to manage effectively various internal and external stakeholders
Skills For Senior Analyst, Mergers & Acquisitions Resume
- Self-starter and ability to work efficiently and effectively
- Advanced skills in written and oral communications, and interpersonal relationship management
- Proven leader with extensive ability to build solid and collaborative relationships with team members, foster a productive team environment, and coach staff
- Proficiency in the Microsoft Office Suite with advanced Microsoft Excel skills in financial analysis
- Demonstrated ability to function as a strong member of a highly-motivated and integrated team
- Highly developed skills in leadership, project management and transaction negotiation
Skills For Mergers & Acquisitions Associate Resume
- Solid experience in detailed financial Excel modelling and valuation of relevant companies and markets
- Organized and efficient with excellent time and priority management, a collaborative team player
- Varied interpersonal and technical skills
- Demonstrated experience with HR M&A Transactions
- Effectively communicate across functions and at all levels of management
- Strong M&A transactional experience
- Dedication to teamwork, demonstrated leadership potential and strong personal integrity
Skills For VP Mergers & Acquisitions Resume
- Demonstrates ability to develop new business and maintain strong client relationships
- Travel 75% of time throughout North and South America, and work effectively in a variety of cultural settings
- Demonstrated experience in financial modeling, analysis and research in heavily-transactional situations
- Lead corporate acquisitions and work effectively with cross functional teams
- Significant experience with M&A transactions, including the assessment, planning, valuation, structuring, project management and negotiation of deals
Skills For Finance Director of Mergers & Acquisitions Resume
- Have charisma, tactfulness and proven track record for developing new businesses, reaching sales objectives and creating customer base
- Three (3) to five (5+) years of experience in business management, investment banking, consulting or public accounting
- 5 yrs experience leading multiple cross-functional teams in Integration Planning and Execution
- Previous experience in investment banking or consulting with exposure to M&A transactions and/or strategy and business development
- Be intelligent, decisive, quick, forward-thinking, and strategic; bring a high level of good judgment, creativity, common sense, flexibility and insight
- Strong understanding of financial statements and their relationship to underlying business and financial results
- Contribute to sound decision making process through detailed knowledge and experience of corporate finance models and business analysis/modeling
- Experience in streamlining Integration Process
Skills For Mergers & Acquisitions & Special Projects Accounting Manager Resume
- As a practicing attorney with a firm and/or in-house experience
- Experienced in specific technology sub-sectors (e.g. FinTech, Healthcare IT, Marketing Tech, etc.)
- Comparable work experience in Investment Banking, Private Equity, Transaction Advisory, or Corporate Development
- Strong strategic thinking, commercial acumen and business sense
- Global work experience and understanding of different cultures
- Highly organized with strong ability to multi-task and manage competing projects simultaneously
- Experience presenting financial models and reports with C-level executives in the organization
- Two (2) to Five (5) years of private equity, advisory or project finance deal experience within an investment bank, private equity fund or accounting firm
List of Typical Responsibilities For a Mergers & Acquisitions Resume
Responsibilities For Director, Mergers & Acquisitions Resume
- Demonstrated experience with managing of day to day aspects of client relationships, transactions and projects in the business and support services sectors
- Prior experience in investment banking/ consulting/ corporate finance welcome
- Experience in an HR function or acting in the role of an HR Business Partner
- Relevant consulting and/or industry experience is required
- Strong interest on researching the financial service industry
- Significant M&A transactional experience, preferably in media
- Demonstrated ability to lead and follow-through
Responsibilities For VP, Mergers & Acquisitions Resume
- Experience in valuation/due diligence work
- In investment banking experience
- Experience in drafting information memorandum for capital raises
- Build strong relationships across a global cross-matrixed organization to form and execute inorganic growth strategies
- Client-service focused team player who operates with a sense of urgency, attention to detail, and professionalism
- Experience in M&A (mergers and acquisitions) transactions or integration
- Experience as a Human Resource Generalist or Specialist
- Proven ability to manage large cross-division and cross-functional teams of key functional leaders and subject matter experts
- Work experience in HR
Responsibilities For Mergers & Acquisitions Director Resume
- Demonstrated program, project management capability
- Develop consolidated project milestones, interdependencies and communication plans
- Developing client relationships through deal execution and pitching, as well as communicating and interacting with internal coverage partners and product areas
- Preparing and communicating recommendations to senior management, including interaction with C-level management and the M&A Deal Committee as required
- Leading the execution and supporting the origination of M&A transactions, including public and private sell-sides, buy-sides, etc
- Closing and post closing follow up
- Creating investment proposals, along with supporting analysis and findings, for review by SEC’s Executive Management team
- Managing and leading M&A team staff members (e.g., Manager, Analyst(s)) in day-to-day M&A team operations
Responsibilities For Analyst, Mergers & Acquisitions Resume
- Establishing best practices approaching M&A and partnership transactions for AXP
- Serving as a key advisor to the CDO on M&A, industry and business matters
- Understanding of financial models
- Managing cross functional project teams to deliver high quality results
- Developing detailed financial models and valuation analyses for potential transactions
- Spearheading due diligence efforts across various functional groups for potential transactions
- Creating investment conclusions and related presentations for review with executive team and senior management
Responsibilities For Associate, Mergers & Acquisitions Resume
- Rising Juniors or Seniors
- Preparing financial models and analytical support
- Drafting situation analyses, pitch materials, information memoranda and investor presentations
- Performing company, industry, market and competitor research
- Understanding of GAAP and internal control processes
- Supporting acquisition/divestiture projects
- Perform industry research, including analyzing financial data, preparing materials and managing databases to assist deal teams with origination
- Help coordinate cross-functional teams in developing business case analyses and executing transactions (e.g., Legal, Finance, HR, Engineering, Marketing)
- Assist in managing an active M&A portfolio, including deal pipeline, metric development, implementation and tracking
Responsibilities For Senior Analyst, Mergers & Acquisitions Resume
- Support the development of business plans for M&A opportunities; including transactions, post-closing integration and overall operations planning
- Manage all aspects of a global mergers and acquisitions organization: managing sourcing, deal structure, valuation, diligence, and leading negotiations
- Assess new sectors for strategic alignment with the HARMAN organization, identifying all relevant companies in the sector and ranking them according to fit
- Assist in recruiting, training, mentoring and management of newly recruited entry level Associate M&A Analysts and/or interns or trainees
- Work on client engagement teams executing M&A advisory services which support key decision makers in developing and executing strategies for transactions
- Conduct and oversee financial and transaction structuring analyses including the development of detailed operating models
- Participate in cross functional teams and liaise with other units of CIBC Capital Markets in executing mandates or preparing proposals for clients
Responsibilities For Mergers & Acquisitions Associate Resume
- Assist with integration efforts of newly acquired companies, including establishment of performance tracking processes
- Significant involvement with firm's private equity practice, including building relationships and delivery of services
- Assist in the financial modeling and developing the valuation analysis
- Assist business groups and corporate functional areas with ongoing, as well as project-oriented, industry data gathering and analysis
- Interact with teams on the opposing side of a deal (sellers, buyers, JV partners, their advisers, etc.) constructively while preserving ABB’s interests
- Support the planning, execution and completion of M&A transactions with focus on value, risks, quality and timing
Responsibilities For VP Mergers & Acquisitions Resume
- Advanced understanding and application knowledge of M&A accounting rules under US GAAP and SEC Rules
- Perform technical accounting research for transaction-related events, and prepares technical accounting white papers and memos
- Provide guidance and/or participate in writing comprehensive business cases for engaging in new opportunities
- Assist with overall coordination of the M&A process including financial analysis, due diligence, legal process, transition planning and integration
- Comfortable in a demanding, project-driven work environment with tight/changing deadlines
- In-depth industry knowledge including banking practices, regulations and operations as well as standards relevant to the software industry
- Lead due diligence processes including interfacing directly with cross-functional internal teams and external advisers to help drive processes forward
- Part of a national Mid Market M&A team, supporting directors based in Calgary and other offices
- Part of a national Mid Market M&A team, supporting director based in Montreal and other offices
Responsibilities For Finance Director of Mergers & Acquisitions Resume
- Prepare and review detailed financial models for valuation, LBO, merger, accretion/dilution, restructuring and other financial analyses
- Prepare presentation materials for pitches and ongoing M&A mandates
- Negociation with the Seller (including financial aspects of the legal documentation)
- Lead the due diligence efforts, coordinating activities between cross-functional US Foods teams, outside advisors and representatives of target companies
- Create and run data warehouse reports and analyze the data using both Excel and Access
- Coordinates internal and external resources during due diligence
Responsibilities For Mergers & Acquisitions & Special Projects Accounting Manager Resume
- Developed a partial understanding of
- Participate in and support M&A team in the execution of due diligence by work stream including Tax, Legal, Treasury, Human Resources, Regulatory and Operations
- Support M&A Director, presenting merger and acquisition information and other key metrics/data to internal review committees and senior management
- Conducts due diligence in conjunction with outside firms (accounting, outside legal counsel, etc.)
- Completed M&A valuation training
- Travel domestically or internationally on short notice depending upon transactions in progress
- Facilitates and reviews measurement of acquisition and investment performance and transaction reporting
- Keep current on industry and company events through the internet, and reading key industry, financial and business publications