Manager, FP&A Transaction Diligence, Strategic Analysis

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Lead the Company’s data readiness, management, and diligence processes in preparation for and following a major equity event, such as a recapitalization or sale transaction.

• Ensure that financial information is comprehensive, precise, well-organized, and easily accessible to investment bankers, investors, buyers, lenders, advisors, and the Company’s equity sponsor.

• Engage in strategic workstreams by delivering analysis and information for initiatives including M&A, partnerships, and other strategic endeavors.

• Oversee the collection, organization, review, and validation of financial data.

• Develop financial data processes to uphold data integrity, version control, and access protocols.

• Spearhead transaction-readiness efforts and prepare responses to data inquiries.

• Manage diligence request lists, information requests, follow-up questions, deadlines, and pending deliverables.

• Aid in the preparation and review of confidential information memoranda, management presentations, financial models, schedules, and other transaction-related materials.

• Detect data gaps, inconsistencies, and potential diligence challenges, coordinating their resolution.

• Collaborate with corporate functional leaders and business-line managers to enhance data quality, reporting, systems, and processes.

• Keep a calendar of post-closing financial obligations, reporting deadlines, and other transaction-associated deliverables.

• Coordinate post-transaction information requests and reporting needs for the C-Suite, private equity sponsor, board, lenders, and other stakeholders.

⛳️ Requirements

• Bachelor’s degree in finance, accounting, business, or a related discipline.

• Over 5 years of experience in transaction diligence, audit, private equity, corporate development, FP&A, consulting, or a similar field.

• Proven experience supporting significant corporate transactions.

• Background in managing complex diligence processes, data rooms, reporting packages, or management presentations.

• Strong skills in project management, analysis, organization, and communication.

• Advanced proficiency in Excel, PowerPoint, data-room & AI platforms, and business reporting tools.

• Capability to work efficiently with senior executives, private equity professionals, external advisors, and cross-functional internal teams.

• High level of discretion and sound judgment in managing confidential information.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company matching.

• Opportunities for professional development and career advancement.

• Flexible work arrangements and a supportive work culture.