Senior Manager, Due Diligence and M&A Integration

Reporting to the Director, Global Revenue Accounting and M&A Integration, the Senior Manager, Due Diligence and M&A Integration is responsible for assisting with all phases of an M&A deal cycle from preliminary analysis of a target company and management meetings to post-closing accounting integration. The role will work closely with Corporate Development and the Business to ensure that financial risks and opportunities are identified during the financial due diligence process, and with target management to ensure successful integration. The role will also partner with cross-functional teams to project manage accounting integration.

The team is located at our corporate headquarters in Northbrook, but this role will have flexibility to be based out of our Chicago office in the future.

Leads the financial and accounting due diligence of multiple M&A target companies at any given time, supporting the Controllership function, Customer Operating Units (COUs) and Corporate Development

Provides COUs and Corporate Development insight into business drivers, strategies, financial performance and trends, cash flow, and working capital requirements of target company that can be used in the development of the valuation model (including applicable Quality of Earnings adjustments)

Evaluates financial due diligence findings to identify key areas of accounting risk, as well as target’s legacy compliance with US GAAP

Reviews the stock/asset purchase agreement to avoid undesirable accounting outcomes and assists COU Finance and Corporate Development with negotiating key terms

Supports and verifies purchase agreement calculations for closing agreements (e.g. indebtedness/net debt, net working capital, final/estimated closing statements)

Builds strong relationships with the management teams of target companies to facilitate a successful transaction and knowledge transfer as part of the subsequent integration

Coordinates the execution of accounting integration activities from the M&A integration playbook, supporting multiple integration projects simultaneously

Coordinates and executes post-acquisition accounting review, compares to UL Solution Accounting standards, and develops integration plan

Project manages accounting integration including defining scope, workstreams, tracking progress with various accounting functions, and resolving challenges as they arise

Assists with Accounting integration of acquired entities into existing UL Solution’s accounting structure, systems, and processes

Drives integration alignment across functional partners from Corporate Development to integration leads

University Degree in Accounting, Finance or related discipline

At least 7 years directly related experience, including:

Minimum of 3 years public accounting experience (preferably with Big 4 accounting firm); or

Transaction Services with deal experience in various industries (due diligence)

US Certified Public Accountant

Strong technical knowledge of US GAAP and the application to M&A transactions

Experience in software and professional services industries is a plus

Familiarity with financial models in Excel (i.e. databooks) and various other source documents

Past experience with post-merger integration including understanding of acquisition lifecycle, integration planning and execution.

Strong oral and written communication skills are necessary to interview target management, interpret and document responses and present feedback to acquisition team members

Detail oriented with the ability to identify risks, summarize key findings and communicate outcomes in an easy to interpret manner

Self-motivated individual that can adapt to changing environments

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