Associate Principal, Corporate Development

Corporate Development / M&A Role

This role is a key member of the corporate development / M&A team. Supporting deal leads, this role will support select aspects of the M&A process, including sourcing, business case development, valuation modeling, and due diligence-related analysis. Over time there will be opportunity to take on more ownership of the full end-to-end process, based on demonstrated ability and performance. The position will require intensive data analysis, spreadsheet modeling, and PowerPoint presentation development.

Responsibilities include:

• Sourcing / Deal Flow
• Support outbound outreach to acquisition targets as well as inbound solicitations from investment bankers
• Update / maintain acquisition target database with current deal activity, and monitor / review for opportunities for follow-up
• Valuation Modeling
• Lead the end-to-end process to develop the financial valuation model and budget for assigned acquisitions
• Collaborate with functional groups to gather and synthesize business assumptions and corporate financial metrics to inform financial forecasts
• Manage cross-functional diligence process to build investment layer / cost synergies / operational budgets for valuation models
• Due Diligence
• Support data room management and due diligence process by working collaboratively with cross-functional diligence teams
• Conduct ad-hoc analyses to support diligence priorities for a given acquisition opportunity
• Support preparation of materials for Executive Committee and Board communications regarding acquisition opportunities
• Transaction and Corporate Development Operations
• Support development of business case presentations and Board transaction committee presentations
• Support ad-hoc analyses to inform business case development and corporate development benchmark KPIs, including acquisition performance, corporate performance, market opportunity analyses, and pricing analyses

Basic Qualifications

• 5+ years experience in a finance role
• 2+ years of experience in investment banking, strategy / management consulting or corporate development with formal training in financial modeling / valuation analysis
• Data analysis and financial modeling experience
• Advanced MS Excel, PowerPoint, and Word skills are required

Preferred Qualifications

• Software/Technology background strongly preferred
• BS/BA degree in Finance, Economics, Accounting or Engineering strongly preferred
• Strong collaborative team player
• Strong attention to detail
• Ability to handle multiple deadlines
• Superior organizational and communication skills
• Proactive approach to learning new skill sets on an accelerated learning curve

Equal Opportunity Employer

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.