Responsibilities

Responsible for managing the end-to-end due diligence process for acquisitions, ensuring diligence and closing activities are completed in a timely and quality manner, findings and exceptions are escalated to management and information is appropriately disseminated to all stakeholders.

Key Responsibilities

• Lead and manage the due diligence process for acquisitions, ensuring thorough evaluation and analysis of financial, operational, legal and strategic aspects of the deal
  • Maintain and manage the diligence plan, tracking and updating all required activities across the deal cycle
  • Own and iterate on diligence processes, activities, checklists, templates and best practices to streamline the evaluation process, mitigate risk and set up for integration
• Serve as the primary point of contact for the potential acquiree, guiding them through documentation and information provision and triaging and resolving issues
• Collaborate with cross-functional stakeholders including legal, finance, sales, service, placement and marketing to gather and assess relevant information and documentation
• Assist with financial and book data analysis, including reviewing financial statements, assessing book-of-business risks and evaluating potential synergies between the target acquisition and Signers’ portfolio
• Identify and evaluate potential deal risks and integration challenges, providing reports and recommendations to senior management
• Monitor and track post-transaction integration progress, ensuring identified risks and issues are addressed and resolved

Key Attributes

• Strategic Thinker: Proven ability to think critically and strategically, analyzing complex situations to provide recommendations that align with organizational goals
• Highly Organized: Demonstrated ability to manage multiple projects simultaneously, prioritize tasks effectively, and meet tight deadlines in a fast-paced environment
• Detail-Oriented: Exceptional attention to detail, with a strong aptitude for identifying discrepancies in financial and operational data and ensuring all tasks are followed through to completion
• Strong Communicator: Excellent written and verbal communication skills, capable of conveying information clearly to cross-functional stakeholders, including senior management
• Collaborative: Effective team player who is highly cooperative, courteous and professional

Qualifications

• 4-6 years experience in consulting, M&A, start-up or insurance
• Previous experience owning or managing a product, process or account portfolio
  • Prior team management experience preferred but not required