M&A Stock Deal Lead

Cisco•Richardson, TX

3d•$115,000 - $178,300•Hybrid

About The Position

You will play a key role within the Finance team, responsible for administering stock services to Cisco acquisition employees and shareholders. Key to the success of this team is operations, compliance, customer service and collaboration. You will contribute to the design of acquisition strategies, acting as a deal lead for acquisition stock transactions. In addition, you will implement acquisition integration plans, as they relate to stock and stock incentives. Your Impact You will coordinate efforts and have continuous communication with Legal Counsel (in-house, outside, and target), Tax Counsel (in-house and external), HR Acquisitions team, Corporate Development, Acquisition Integration team, U.S. and non-U.S. Payroll, Finance and Target Company Management. You are a self-starter who strives toward continuous improvement. You are highly adaptable and have accountability for results. Your collaboration skills enable you to be a standout colleague and partner across multiple teams and time zones.

Requirements

BA/BS Degree in Finance or related field
Minimum of 5 years of proven experience including sophisticated financial modeling skills and interpretation of contractual terms
Strong analytical and Excel skills with attention to detail.
Ability to translate contract terms into financial models and reliably alter financial models real-time
Ability to determine alternative solutions that result in the best overall results
Flexible schedule, and able to work off hours at critical points
Ability to work under strict deadlines

Nice To Haves

Knowledge of stock equity instruments and M&A transactions and integrations highly preferred
CEP designation preferred

Responsibilities

Review due diligence analysis of target company stock spreadsheet: audit, issue resolution, and recommendations.
Model stock integration plan, including converting target stock and stock incentives to cash and/or stock, and modeling unique stock based incentive and retention mechanisms.
Review and approve vest templates consistent with acquisition terms, and upload outstanding/assumed equity awards into stock management database.
Define and coordinate processes to implement share exchanges and option assumptions.
Present to target company employees' on terms of acquisition and ongoing equity.
Post close responsibilities include managing the process of the delivery of cash and/or stock to target shareholders and employees, monitoring the implementation of the appropriate acquisition integration procedures, managing escrow release process, and addressing ongoing questions/issues pertaining to integration activities.
Calculate and model re-vesting of shares, options and restricted cash, the cash-out of the merger, and process wires.
Identify, recommend and lead implementation of process improvements and productivity enhancements relating to stock acquisition and integration activities.

Benefits

medical, dental and vision insurance
a 401(k) plan with a Cisco matching contribution
paid parental leave
short and long-term disability coverage
basic life insurance
restricted stock units
10 paid holidays per full calendar year
1 floating holiday for non-exempt employees
1 paid day off for employee’s birthday
paid year-end holiday shutdown
4 paid days off for personal wellness
16 days of paid vacation time per full calendar year (non-exempt)
flexible vacation time off program (exempt)
80 hours of sick time off provided on hire date and each January 1st thereafter
up to 80 hours of unused sick time carried forward
Additional paid time away may be requested to deal with critical or emergency issues for family members
Optional 10 paid days per full calendar year to volunteer
annual bonuses (non-sales roles)
performance-based incentive pay (sales roles)