M&A Stock Deal Lead

Cisco Systems, Inc.•Atlanta, GA

49d•$115,000 - $145,000•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. Deal analysis and implementation of the acquisition integration plan generally includes the following: 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. 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. At Cisco, we're revolutionizing how data and infrastructure connect and protect organizations in the AI era - and beyond. We've been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint. Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you'll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere. We are Cisco, and our power starts with you.

Requirements

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

Nice To Haves

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.
Manage 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

U.S. employees are offered benefits, subject to Cisco's plan eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and basic life insurance.
Employees may be eligible to receive grants of Cisco restricted stock units, which vest following continued employment with Cisco for defined periods of time.
10 paid holidays per full calendar year, plus 1 floating holiday for non-exempt employees
1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco
Non-exempt employees receive 16 days of paid vacation time per full calendar year, accrued at rate of 4.92 hours per pay period for full-time employees
Exempt employees participate in Cisco's flexible vacation time off program, which has no defined limit on how much vacation time eligible employees may use (subject to availability and some business limitations)
80 hours of sick time off provided on hire date and each January 1st thereafter, and up to 80 hours of unused sick time carried forward from one calendar year to the next
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
Employees in Illinois, whether exempt or non-exempt, will participate in a unique time off program to meet local requirements.