M&A Finance Completion Lead

Posted:
10/28/2024, 5:00:00 PM

Location(s):
Wellington, New Zealand ⋅ Auckland, Auckland, New Zealand ⋅ Auckland, New Zealand ⋅ Wellington, Wellington, New Zealand ⋅ Melbourne, Victoria, Australia ⋅ Victoria, Australia

Experience Level(s):
Senior

Field(s):
Finance & Banking

Workplace Type:
Remote

About Resolution Life

At Resolution Life, we are resolutely committed to protecting the financial futures entrusted to us.

For customers, advisers, companies and the industry, we are making an impact worldwide.

Resolution Life is a global life insurance group focusing on reinsurance and the acquisition and ongoing management of portfolios of life insurance policies.

Resolution Life Australasia, manage ~$30 billion in assets, service over 1 million customers with superannuation, investments and life insurance policies and have over 1000 employees across Australia and New Zealand.

Why us?

We are committed to providing our customers with peace of mind that their life insurance, superannuation, and investment policies are in safe and trusted hands for the long term, through providing quality investment management, competitive premiums and excellent customer service.

We are one of the first life insurers globally to operate in an entirely Enterprise Agile environment and have a contemporary 100% cloud-based technology offering.

The Opportunity         
 

The M&A Finance Completion Lead will oversee the M&A completion close for finance and actuarial, offering technical accounting advice and commercial insights. This role includes coordinating inputs from other F&A teams and consultants, ensuring high-quality analysis, project planning, and direction. The focus will be on technical reporting, capital, and balance sheet impacts of the M&A completion.
 

Responsibilities also include reviewing the PSA, developing operational steps for finance accountabilities, acting as a liaison for Finance and Actuarial contributions to integration, analysing complex business acquisition issues, and providing timely, accurate accounting advice. Additionally, the Lead will deliver detailed action plans for F&A teams, emphasizing risk governance and clear accountability.
 

This role offers a Permanent full-time contract and embraces flexible working arrangements. You'll have the freedom to work remotely, with occasional office attendance required on an ad hoc basis, ensuring a harmonious balance between business needs and personal flexibility.
 

Your Story 
 

RLA has adopted agile ways of working, providing a flexible environment for individuals to make a significant contribution to our success through the application of their skill and experience. To thrive in this environment ideally a candidate has the following attributes:

  • Extensive M&A, contract review, operationalization, and completion accounts preparation.
  • Commercially astute.
  • Financial Services background with exposure to life or general insurance business acquisitions.
  • Proficient in technical IFRS accounting and USGAAP purchase accounting.
  • Strong numerical skills with the ability to tailor communication to various audiences.
  • Exceptional verbal and written influencing skills.
  • Proven leadership and guidance for F&A team members.
  • Broad experience across various finance functions.
     

Ideal experience

  • Tertiary qualifications; CA.
  • 10+ years of experience.
  • Expertise in financial consolidations.
  • Essential experience in life insurance, banking, and/or financial services industries.
  • Solid financial accounting experience with a strong understanding of accounting standards and principles.
  • Proficient in report production, analysis, and providing commentary to senior management.

Critical Skills
At Resolution Life, we have identified the following critical skills which are key to success in our culture: 

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analysing data and problem-solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals. 
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. 
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

What Will We Do For You:

Our culture underpins our values and guides our decision making. It's also what makes Resolution Life a great place to work.

Resolution Life Australasia supports virtual working, and our enduring primary place of work continues to be “virtual” with the physical office and home office used interchangeably. We recognise that our workers can contribute and connect equally regardless of where they are located, and we have seen and experienced the wellbeing and benefits that come from working at home. This means some of us work at home most of the time, in the office most of the time or a balanced mix.

Every day is an opportunity to grow – and we hope to offer our people a career, not just a job. 

The learning and development opportunities we offer include supporting the completion of executive-level short courses, access to leading online learning tools, on the job training, and mentoring by highly experienced business leaders.

Join us

Before commencing employment in this role you will need to provide two references, full working rights and complete police and credit checks through an online provider.

As an equal opportunity employer strongly committed to working in a diverse and inclusive workforce you will be provided with any support or accessibility requirements throughout your interview process. Please feel free to contact our Talent Team directly at [email protected]. 

Privacy Policy

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