Senior Manager M&A

Overview:

This role is responsible for the Centre of Excellence (CoE), with expectations of M&A Delivery during deals or Strategic Initiatives.

The M&A Centre of Excellence Manager is accountable for enhancing/maintaining the CoE, driving best practices in M&A which entails executing strong analytics, Project/Program management, communication, presentation, and negotiation skills to deliver in alignment to Enterprise goals.

During Mergers, Acquisitions (M&A), Divestitures, or Outsourcing deals, the role will include supporting active Deals.

In addition, the M&A Centre of Excellence Manager drives collaboration across functional teams in Enterprise; including T&O, Procurement, Finance, Communications, Audit, Legal and other areas to ensure successful transitions and maximize value from a Deal or Strategic Initiative.

Core Responsibilities:

• Maintain the Centre of Excellence (CoE) with standardized processes, methodology, and tools to execute M&A and Strategic Initiatives across the organization

• Certify the M&A and Strategic Initiatives are adhering to Enterprise and Regulatory requirements; ultimately adhering to bank risk, regulatory and compliance controls

• Assess Technology landscape of companies during Due Diligence, which includes the understanding systems, software, networks, and hardware. This includes the ability to identify potential synergies, redundancies, and compatibility gaps

• Analyze Information Technology systems to Senior Executives on the complexity, alignment, of shared technologies to streamline Operations to enhance overall efficiency

• Oversee transfer of data between companies, ensuring sensitive information is securely transferred with limited, to no, disruption

• Illustrate advanced communication and collaboration as a liaison between a variety of key stakeholders

• Evaluate complex technical environments, with ability to identify opportunities, risks, issues resulting in a strategic recommendation for technology integration and optimization

• Provide in-depth planning, coordination, and execution of Projects/Programs from inception to completion. This includes confirming timelines are met, resources are allocated efficiently, and objectives are achieved

• Connects work to BMO’s purpose by setting inspiration goals, with clear expected outcomes and accountability; Develops the roadmap for execution

• Monitor and track performance to address any issues

• Lead Change Management activities, including readiness assessment, planning, stakeholder management, execution, evaluation, and sustainment

• Network with industry contacts to gather competitive insights and practices

Preferred Qualifications:

• Deliver projects on time, within budget, and within quality standards to the satisfaction of the project sponsor. 

• Drive to mitigate execution risk to achieve the desired business outcomes.

• Directs, manages, and coordinates team members including other project managers, business and technology resources, user groups, internal and external consultants, and contractors, as well as vendors and external regulatory organizations

• Strong technical proficiency in IT systems, software applications, databases, networking, and cybersecurity

• Familiarity with the Financial industry, market competitors and M&A

• Experience in technology consulting, M&A advisory, project management, or a related field

• Involvement with IT infrastructure assessments, system integrations, data migrations, and post-merger optimizations is particularly relevant

• Ability to negotiate solutions, resolve conflicts, and manage relationships with internal and external stakeholders

• Understand how to navigate complex organizational structures and balancing competing priorities is highly valued

• Ability to work with limited supervision, learn and adapt quickly. 

• Willingness to travel and work non-regular business hours during deals, as required.

• Advanced PowerPoint, SharePoint, verbal/written communication skills, stakeholder management and collaboration/team skills