Underwriter, Financial and Accounting Risks

Liberty Mutual•New York, NY

70d

About The Position

This role will carry significant autonomy and responsibility, acting as our financial accountant and playing a key role in analyzing not only the audited financials but also the representations and warranties outlined in the purchase agreement as it relates to the financials of the target. The individual will need to excel not only in finance but also in M&A, with a strong understanding of the agreement, financial and accounting provisions, purchase price adjustment mechanisms, earn-out provisions, and more. Additionally, this role will demand flexibility beyond a typical 9-5 schedule. Similar to the rest of our team, this person will need to be available during deal time in addition to occasional evenings and weekends to support underwriters on financial matters. They must be able to manage multiple projects simultaneously and demonstrate strong project management skills.

Requirements

3+ plus years of transaction advisory or forensics experience at a national public accountancy or forensic accounting boutique.
Experience in forensic accounting/litigation support, insolvency accounting, including creditor committee and/or debtor bankruptcies, financial fraud investigation, financial modeling, ratio and comparable company analysis, preparation and/or review and analysis of financial statements and projections.
Bachelor's degree in Accountancy, Finance, or related field
Strong current knowledge of US GAAP
Experience with transaction advisory, mergers and acquisitions, forensic accounting engagements and/or litigation support
Excellent analytical, problem-solving, and critical thinking determination skills
Strong written and verbal communication and presentation skills
Strong Excel and PowerPoint skills
Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment
Ability to work additional hours as needed and travel out-of-town to clients as required
Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time
Minimum of 10+ years of progressive financial analyst and/or finance project/program management
Excellent analytical, decision making and problem-solving skills with the ability to identify new areas of opportunity and make recommendations to senior leaders on future strategies
Has the ability to build highly functional teams that work cooperatively to achieve project goals
Communicates effectively with all levels of the organization and builds diverse partnerships to deliver value to customers while minimizing conflict
Raises new ideas and comfortable making persuasive presentations to large audiences as champion of the project`s objectives
Must possess strong interpersonal skills to promote discussion while fostering collaboration within the team and with other areas of the organization
Effectively negotiates project direction and communicates to a variety of audiences and levels of the organization to ensure alignment with project goals and schedules
Ability to lead meetings and make presentations to increasingly large audiences
Attention to detail in a fast-paced work environment, and the ability to manage and prioritize multiple projects simultaneously to drive results

Nice To Haves

CPA strongly preferred
CPA or Advanced Degree in Accounting, Finance or Business preferred

Responsibilities

Review M&A sale and purchase agreements, including the financial and accounting provisions, purchase price mechanism, and post-closing dispute resolution process
Support pre-signing negotiations and understand findings from financial due diligence
Support purchase price disputes projects related to working capital, earnouts, and/or representation and warranties claims
Coordinate with team and management regarding client expectations concerning project deliverables and deadlines
Effectively write and communicate engagement reports and deliverables

Benefits

As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits

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