Wolters Kluwer Tax & Accounting Division (TAA) fuels global commerce by enabling professionals in tax and accounting firms, governing authorities, and businesses of all sizes to grow, manage and protect their business and their clients businesses. Expert solutions in compliance, collaboration, internal and external audit management, corporate performance management and firm management integrate deep domain knowledge with workflows to ensure compliance, improved productivity, effective management, and strengthened client relationships.
Our key customers include accounting firms, corporate finance, tax, and auditing departments, government agencies, corporations, libraries, and universities.
The M&A Associate Director - Corporate Development is a key resource to the VP, Corporate Development for creating financial analysis and supporting processes relating to acquisitions, divestitures, and major partnerships across TAA globally.
As a successful candidate, you will need to demonstrate prior success in rigorous analysis and financial modeling of quantitative and qualitative data, and ability to provide thoughtful insights. You will have meaningful experience leading analysis of acquisitions through development of financial models with multiple cases and scenarios. Experience translating raw financial and operating data into concise, informative reports, and communicating and explaining the results in plain language is required. You must also have strong written and verbal communication skills and will be accountable for summarizing due diligence data for key executives within TAA and Wolters Kluwer Corporate organizations.
This is a critical role within the Corporate Development Department and requires building credibility with colleagues at all levels throughout the organization.
The person in this role can be remote with minimal travel. Essential Duties and Responsibilities:
- Lead creation of Income Statement and Cash Flow financial models from an operating perspective using key performance indicators (KPIs) and other variables as drivers to estimate sales, revenue, and expenses over a multi-year projection period on a monthly/quarterly basis
- Create dynamic financial forecast models based on the requirements laid out of senior Corporate Development staff, related to acquisitions and divestitures
- Prepare valuation models following the Wolters Kluwer Corporate M&A standards. Key analyses include Return on Invested Capital (ROIC), accretion/dilution analysis, discounted cash flow analysis, and comparable company analysis
- Support development of board presentations and memos
- Support due diligence activities
- Work closely with Directors and VPs of Strategy and Corporate Development to understand the pipeline of opportunities
- Support efforts to scan business environment for potential acquisitions which align to strategic growth goals; Present market scan of potential acquisition opportunities, including how respective opportunities would accelerate TAA objectives
- Support market research projects, synthesizing and analyzing trends, opportunities, etc., into strategic initiatives
- Offer ad hoc support to initiatives within Business Units
- Perform other duties as assigned by Vice President, Corporate Development. During peak periods, this position will require long hours and work on weekends.
: Bachelor's Degree; Certified Public Accountant (CPA) credentials are a plus. Experience:
- A minimum of 1-year of experience working in a role that is highly focused on investment banking or private equity
- Formal training in financial modeling either through course or an employers training program
- Exposure to evaluating software businesses with cloud or subscription revenue models Intellectual curiosity is required; you have the drive to digest all available information to develop a comprehensive work product and gain understanding of underlying drivers of business
- Analysis and synthesis of quantitative and qualitative information to determine the financial impact of M&A opportunities against the overall TAA business
- Strong interpersonal and leadership skills: Demonstrated ability to work collaboratively with a wide range of individuals at all levels of the organization
- Results Driven: Ability to set compelling goals and will be tenacious in accomplishing them
- An ability to set priorities, take accountability, and achieve results
- Ability to prioritize and handle multiple assignments while managing details, and integrity to maintain strict confidentiality of projects
- Advanced written, and verbal communication skills
- Advanced knowledge with Microsoft Excel, PowerPoint, and Word
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.