Global Employer Services-Workforce in Transactions Manager

BDO USA•Pittsburgh, PA

11d•$79,800 - $168,000

About The Position

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.

Requirements

Bachelor’s degree required; field of study in Applied Mathematics, Mathematics, Business Administration, Accounting, Economics, Finance, Human Resources Management, preferred
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
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required
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

Nice To Haves

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
Active CPA, FSA, ASA, Enrolled Actuary, SPHR, Member of the Bar, JD, Chartered Financial Analyst, or Certified Equity Professional, preferred
Knowledge and understanding of industry business models and financial structures is a plus

Responsibilities

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
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
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
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