Global Employer Services-Workforce in Transactions Manager

Job Summary

A Workforce in Transactions Manager is responsible for managing as well as conducting human resources due diligence and integration services on mergers, acquisitions, spin-offs and dispositions working with a mixture of both private equity and corporate clients.

Our team works with client leadership to identify and quantify HR risks and issues through diligence, merger-integration assistance, post-deal strategy, organization design, compensation, benefits and actuarial services. We are financially focused and work on transactions both domestic and globally.

Job Duties

• Diligence (Pre-Deal)
• Oversees the diligence process, managing key stakeholders both within the firm and externally, meet all deadlines
• Reviews key compensation and benefits programs to highlight issues or risks
• Understands material impacts of workforce actions on the organization and its workers (e.g., COVID, headcount reductions, etc.)
• Assesses the current vs go-forward organization especially in the case of a merger or carve-out
• Quantifies the impact of the above items on the proposed transaction via clear communications
• Oversees the project team managing upwards and also junior staff to ensure high quality deliverables and consistency with larger BDO team(s) and external advisors as applicable
• Post-Deal
• Assists client in formulating the go-forward HR strategy and quantify financial impact of any decisions or changes from current
• Executes HR strategy, providing advice across compensation, benefits, HR systems, organizational design, change management, communications, and/or culture
• Provides project management support for integrations and divestitures including development of workplans, tracking of milestones, identifying dependences, and coordinating with other functional workstreams
• Manages both upwards and junior staff
• Consulting
• Serves as a consultant and resource to clients in support of client engagements
• Prepares brief written reports for clients
• Interviews executive level staff and Board members
• Oversees analysis performed by junior staff
• Presents information to clients via conference call or in-person meetings
• Supports BDO leadership within the group regardless of location or practice orientation
• Directs junior staff on complex data models using Excel
• Prepares clear presentations using PowerPoint
• Other duties as required

Supervisory Responsibilities

• Supervises Senior Associates and Associates on assigned engagements and review work product, delivers actionable feedback
• Ensures Senior Associates and Associates are trained on deal processes and all relevant software, including Excel and PowerPoint, as appropriate
• Delivers periodic performance feedback and completes performance evaluations for Senior Associates
• Acts as mentor to Senior Associates and Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelor’s degree required; field of study in Applied Mathematics, Mathematics, Business Administration, Accounting, Economics, Finance, Human Resources Management, preferred

Experience

• Five (5) or more years of prior experience in HR transactions, actuarial, compensation and/or strategic service consulting, required
• Ability to clearly communicate (both written and verbally), required
• Strong financial acumen needed and strong excel skills, strongly preferred
• Prior experience in managing large scale projects, preferred
• Prior experience drafting reports and presentations to “C-Suite” executives, preferred
• Prior experience collaborating with other M&A service lines, preferred
• Prior experience in supporting successful business development campaigns, preferred

License/Certifications

• Active CPA, FSA, ASA, Enrolled Actuary, SPHR, Member of the Bar, JD, Chartered Financial Analyst, or Certified Equity Professional, preferred

Software

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required

Language

• N/A

Other Knowledge, Skills & Abilities

• Excellent verbal and written communication skills, specifically technical writing skills
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capacity to build and maintain strong relationships with client personnel
• Ability to successfully interact with professionals at all levels
• Knowledge and understanding of industry business models and financial structures is a plus

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $79,800 - $168,000

Maryland Range: $79,800 - $168,000

NYC/Long Island/Westchester Range: $79,800 - $168,000

Washington DC Range: $79,800 - $168,000