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Chicago, Illinois, United States
Remote only
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager, FP&A Transaction Diligence & Strategic Analysis based in the United States.
We are seeking an experienced finance professional to lead financial data readiness, transaction diligence, and strategic analysis in preparation for and following significant corporate equity events. In this role, you will oversee the collection, validation, organization, and management of critical financial information to support transactions such as recapitalizations and company sales. You will work closely with executive leadership, private equity sponsors, investment bankers, investors, lenders, and external advisors to ensure accurate and timely reporting. Beyond transaction execution, you will contribute to strategic initiatives involving mergers and acquisitions, partnerships, and other corporate development opportunities. This position combines financial expertise, project management, and cross-functional collaboration in a dynamic environment. Your work will play an important role in strengthening financial transparency, supporting informed decision-making, and ensuring successful transaction outcomes.
In this role, you will lead transaction-readiness activities and manage financial diligence processes while supporting strategic initiatives and ongoing stakeholder reporting. Your responsibilities will include:
Coordinate the collection, organization, review, and validation of financial information required for corporate transactions.
Establish and maintain financial data management processes to ensure data integrity, version control, and appropriate access procedures.
Lead transaction-readiness initiatives and coordinate responses to financial and operational due diligence requests.
Manage diligence request lists, information requests, follow-up questions, deadlines, and outstanding deliverables.
Support the preparation and review of confidential information memoranda, management presentations, financial models, supporting schedules, and other transaction-related materials.
Identify financial data gaps, inconsistencies, and potential diligence issues, coordinating with relevant stakeholders to resolve them.
Partner with corporate functional leaders and business-line leadership to improve data quality, reporting capabilities, systems, and financial processes.
Maintain a comprehensive calendar of post-closing financial obligations, reporting deadlines, and other transaction-related deliverables.
Following transaction completion, coordinate information requests and reporting requirements for the C-suite, private equity sponsors, board members, lenders, and other stakeholders.
Contribute financial analysis and strategic insights to initiatives involving mergers and acquisitions, partnerships, and other corporate development activities.
Ensure financial information and transaction documentation remain accurate, organized, accessible, and compliant with confidentiality requirements.
The ideal candidate combines strong financial expertise with transaction diligence experience, excellent analytical capabilities, and the ability to coordinate complex projects involving senior stakeholders. The following qualifications are expected:
Bachelor's degree in Finance, Accounting, Business, or a related field.
5+ years of experience in transaction diligence, audit, private equity, corporate development, financial planning and analysis (FP&A), consulting, or a related discipline.
Demonstrated experience supporting significant corporate transactions, including recapitalizations, acquisitions, or sale processes.
Experience managing complex due diligence processes, virtual data rooms, financial reporting packages, and management presentations.
Strong financial analysis, project management, organizational, and problem-solving skills.
Advanced proficiency in Microsoft Excel and PowerPoint.
Familiarity with data-room platforms, AI-powered tools, and business reporting solutions.
Ability to manage multiple workstreams, competing priorities, and tight deadlines while maintaining accuracy and attention to detail.
Excellent written and verbal communication skills, with the ability to present financial information clearly and effectively.
Proven ability to collaborate with senior executives, private equity professionals, external advisors, and cross-functional internal teams.
High degree of discretion, professionalism, and sound judgment when handling sensitive and confidential financial information.
Ability to adapt to evolving business priorities and contribute effectively to strategic initiatives.
Annual salary starting at $150,000, with a compensation range of $150,000–$175,000.
Full-time employment opportunity.
Remote work arrangement based in Chicago, Illinois.
Opportunity to contribute to significant corporate transactions and strategic financial initiatives.
Direct collaboration with senior executives, private equity sponsors, investors, lenders, and external advisors.
Exposure to corporate development activities, including mergers and acquisitions and strategic partnerships.
Opportunities to develop expertise in transaction diligence, financial data management, and strategic analysis.
Collaborative work environment that values teamwork, innovation, professional development, and individual contributions.
Commitment to diversity, inclusion, and equal employment opportunities.
Reasonable accommodations available for individuals with disabilities in accordance with the Americans with Disabilities Act.