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Provides drafting and delivery of crucial sales support to the PFSS sales and service teams in the form of Request for Proposal “RFP” and Due Diligence Questionnaire “DDQ” completion, database maintenance, pitch book support, and other critical sales support assistance.
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3-4 years of work experience pre-MBA in a top strategy consulting firm with focus on Strategy & Corporate Finance or commercial due diligence work. On a day-to-day basis, you will work closely with the VP of Corporate Strategy & Innovation (who leads the Strategy & Innovation Team) and the Chief Strategy & Innovation Officer (who leads the Corporate Strategy Group), to analyze key macroeconomic, financial, and industry trends, run the annual strategic planning process, and support the Executive Board (CEO and CFO) and the Supervisory Board.
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Deliver financial models; Support / lead M&A due diligence and integration efforts for finance. KBW Financial has partnered with a global SaaS company to identify a Director of FP&A. Reporting to the VP - this role is responsible for annual planning and forecasting, and drives reporting for financial and operational KPIs. This is an ideal opportunity for a SaaS finance professional looking for a greater challenge and opportunity to manage a small team.
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Previous experience in delivering Mergers & Acquisition engagements across all of phases of the M&A lifecycle including due-diligence, pre-close, and post-merger integration. Provide strategic direction to Finance technology ecosystem including ensuring successful execution of the multi-year, phased finance transformation project.
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Represent the firm for any legal contract, due diligence, RFP, audit or compliance requests or reviews as needed. Undergraduate degree in Finance, MIS, Accounting or related field.
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