File Checker responsible for maintaining compliance in financial planning at a wealth management firm. Engaging with stakeholders to ensure high - quality standards and risk mitigation.
About the role
- Finance Manager leading digital transformation of M&A deal analysis in healthcare firm. Collaborating with Corporate M&A and Finance teams while supporting Digital Finance solutions across M&A.
Responsibilities
- Lead the digital transformation of our innoVISION Valuation Platform to support M&A deal analysis, ensuring successful go-live and run-state.
- Support our existing portfolio of Digital Finance solutions across Innovative Medicine Business Development (IMBD) and Venture Capital (JJDC).
- Partner closely with Corporate M&A Finance, External Innovation Finance, and MedTech BD Finance throughout the lifecycle of innoVISION and established Digital Finance solutions to understand stakeholder needs, develop technical requirements, prioritize requirements, and action.
- Identify, architect, build, and operate future-state capabilities and processes using innoVISION to support BD and M&A transactions (e.g. deal reporting, post-acquisition consolidations).
- Build and maintain onboarding and reference materials for M&A transactions using innoVISION.
- Lead the creation of an M&A valuation masterclass that will be part of onboarding new team members during run-state.
- Conduct onboarding sessions during go-live and during run-state.
- Directly support M&A Finance, External Innovation Finance, and MedTech BD Finance, providing hypercare during go-live and during run-state.
- Partner with Sr. leadership stakeholders across the Enterprise on additional business requirements that can be served efficiently through innoVISION (e.g. opening balance sheet, contingent consideration adjustments).
- Pilot innoVISION using historical M&A opportunities and support parallel piloting of ongoing M&A opportunities.
- Document lessons learned and issues.
- Partner with stakeholders to resolve issues.
- Prepare wireframes, design documents, and user experiences for M&A in innoVISION.
- Support existing portfolio of Digital Finance solutions across IMBD and JJDC, including systems used in operations, analytics, and reporting across business development and venture capital.
- Assist with longer term evolution of digital and technology solutions to support our BD and M&A finance needs (sector and corporate).
Requirements
- A minimum of a bachelor’s degree is required, preferably with a major in Finance, Accounting, Economics, Data Analytics or Engineering
- A minimum of 5 years of experience with finance or accounting is required.
- Strong financial analysis and systems skills (Excel, PowerPoint, Tableau) and the ability to adapt to a changing technology systems landscape are required.
- Familiarity with planning tools like IBM Planning Analytics or Anaplan, is preferred.
- Strong experience in Financial Modeling using advanced Microsoft Excel skills (i.e. Pivot Tables, Formulas, VLOOKUP functions) is required.
- Prior experience working in a Finance role supporting Medicines or Medical Technology, Commercial or Research organization in healthcare industry, is highly preferred.
- Demonstrated track record of independently managing project timelines and deliverables is required.
- Ability to be flexible with time of working hours given nature of the work, is very crucial for this role and is required.
- Ability to collaborate and partner with people at all levels and have strong communication, interpersonal and influencing skills are required.
- The candidate should be able to think creatively, maintain and improve sound business processes while working in a dynamic team environment is required.
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
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