M&A Stock Deal Lead

Finance Team Acquisition Specialist

You will play a key role within the Finance team, responsible for administering stock services to Cisco acquisition employees and shareholders. Key to the success of this team is operations, compliance, customer service and collaboration. You will contribute to the design of acquisition strategies, acting as a deal lead for acquisition stock transactions. In addition, you will implement acquisition integration plans, as they relate to stock and stock incentives.

Deal analysis and implementation of the acquisition integration plan generally includes the following:

• Review due diligence analysis of target company stock spreadsheet: audit, issue resolution, and recommendations.
• Model stock integration plan, including converting target stock and stock incentives to cash and/or stock, and modeling unique stock based incentive and retention mechanisms.
• Review and approve vest templates consistent with acquisition terms, and upload outstanding/assumed equity awards into stock management database.
• Define and coordinate processes to implement share exchanges and option assumptions.
• Present to target company employees' on terms of acquisition and ongoing equity.
• Post close responsibilities include managing the process of the delivery of cash and/or stock to target shareholders and employees, monitoring the implementation of the appropriate acquisition integration procedures, managing escrow release process, and addressing ongoing questions/issues pertaining to integration activities.
• Calculate and model re-vesting of shares, options and restricted cash, the cash-out of the merger, and process wires.
• Identify, recommend and lead implementation of process improvements and productivity enhancements relating to stock acquisition and integration activities.

You will coordinate efforts and have continuous communication with Legal Counsel (in-house, outside, and target), Tax Counsel (in-house and external), HR Acquisitions team, Corporate Development, Acquisition Integration team, U.S. and non-U.S. Payroll, Finance and Target Company Management.

You are a self-starter who strives toward continuous improvement. You are highly adaptable and have accountability for results. Your collaboration skills enable you to be a standout colleague and partner across multiple teams and time zones.

You are able to demonstrate the following:

• Strong analytical and Excel skills with attention to detail.
• Ability to translate contract terms into financial models and reliably alter financial models real-time
• Ability to determine alternative solutions that result in the best overall results
• Flexible schedule, and able to work off hours at critical points
• Ability to work under strict deadlines

Minimum Requirements:

• *BA/BS Degree in Finance or related field
• *Minimum of 5 years of proven experience including sophisticated financial modeling skills and interpretation of contractual terms
• *Knowledge of stock equity instruments and M&A transactions and integrations highly preferred
• *CEP designation preferred