Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

Summary:

The Manager, M&A Finance will play a vital role in supporting OneDigital’s M&A growth strategy as a member of the company’s buy side financial diligence processes. As a member of OneDigital’s M&A team, this position will work closely with M&A leaders, owners of target companies, post deal integration teams, outside counsel, and other departments within OneDigital.

Essential Duties and Responsibilities:

· Provide support on buy-side financial diligence from deal inception through closing.

· Analyze financial and operational results of acquisition targets through review of accounting records and operational data.

· Develop initial deal workbooks to support purchase price and forward contribution projections.

· Effective at discussing acquisition financials and operations with business development and executive team.

· Follow up with sellers and/or M&A team on missing information or clarifying questions to understand target financials.

· Provide support to business development lead on deal related calls with sellers and represent the M&A Finance team.

· Collaborate with team to prepare questions list and lead financial diligence calls with sellers.

· Play a critical role in financial diligence for acquisitions including analyzing revenue, identifying expense and operational synergies, and verifying assumptions made pre-LOI.

· Proactively identify SMEs within OneDigital and know when they need to be pulled into a deal.

· Understand nature of operations across all verticals and be able to discuss and defend OneDigital's perspective with sellers.

· Able to run deals independently and proactively identify solutions as issues arise.

· Comfortable challenging a Seller and leading them towards an answer or compromise.

· Project manage financial diligence by ensuring Smartsheet is updated regularly, holding team members accountable for timely and accurate updates.

· Use updated Smartsheet dashboards to gain better insights into deals, allowing for early identification and resolution of potential issues.

· Drive efficiencies and process improvements with greater autonomy, documenting decisions to streamline approval processes and accelerate results.

· Adhere to stringent deadlines and varying workloads supportive of moving M&A pipeline.

· Miscellaneous other projects to support the M&A team

Qualifications, Skills and Requirements:

· Strong organizational, analytical and interpersonal skills.

· Ability to coach, mentor and guide team members.

· Strong verbal and written communication skills.

· Ability to maintain confidentiality.

· High level of accuracy and attention to detail.

· Ability to manage multiple deals and set priorities to ensure efficient execution.

· Capacity to manage an Analyst and have responsibility for their work product.

· Trusted team member who has earned M&A leadership team's confidence.

Education, Training and Experience:

· Bachelor’s degree in Business, Accounting, Finance, or related area.

· 4-6 years of experience in corporate development, investment banking, M&A, private equity or similar financial position.

· MBA, CPA, or CFA preferred.

· Expert Excel skills for financial modeling and analysis; Proficiency in Microsoft Word, Outlook and PowerPoint.

· Insurance brokerage or retirement/wealth management experience preferred, but not required.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

 OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!