Mergers & Acquisitions Consultant Lead - Employee Benefits

SUMMARY 
Responsible for leading the ongoing delivery of due diligence reports and supporting revenue conversion initiatives for Alliant's Mergers & Acquisition (M&A) practice. Includes optimizing templates and related processes.  Ensures that team delivers timely, comprehensive, high quality reports that position Alliant as trusted advisors to our Private Equity clients and partners.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

•    Perform due diligence on acquisition opportunities, including, but not limited to: collecting and analyzing financial and operational reports and data, reviewing customers and contracts, and evaluating management and employees;

•    Ensure due diligence process is optimized through documented processes/standard deliverables, appropriate resources, and system infrastructure to support efficiency and quality.

•    Review and Analyze data to assess suitability and impact to potential acquisition for clients, including HR, Payroll, and Employee Benefits cost and program structure;

•    Draft reports and presents findings to private equity firms and their portfolio companies, as appropriate.

•    Mentors and trains Due Diligence analyst and consultants

•    Contributes content to training and communication needs for both internal teams and carriers as needed.

•    Develop and maintain library of turn-key proprietary templates and content resources for all phases including pre and post-acquisition of an M&A deal;

•    Provide consultative support to client teams and facilitates key discussion with private equity firms and portfolio as needed.

•    Peer-review reports and analysis of other team members.

•    Identifies areas of risk, contributes to solutions and and improving the processes in private equity practice.

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

•    Provides strategic consulting based on deal structure and phase/

•    Other duties as assigned.

•    Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

•    Performs other duties as assigned.

QUALIFICATIONS 
EDUCATION / EXPERIENCE 

Bachelor's Degree in Business, Accounting, Finance, Economics or related field, or equivalent combination of education and experience

Ten (10) or more years of related work experience in employee benefits/insurance, human resources or in mergers and acquisitions

Two (2) or more years experience in project management

Valid Insurance License

SKILLS

Advanced knowledge of regulations governing employer group health and welfare plans including ERISA, ACA, HIPAA, COBRA, and leave absence.

Knowledge of merger and acquisition process and best practices.

Working knowledge of all HR operations, including payroll platforms, compensation categories, other incentives, and employee handbook provisions and communication.

Knowledge of all defined contribution and defined benefit retirement plans.

Proficient in Microsoft Office Suite.

Excellent verbal, presentation, and written communication skills.

Ability to analyze data in many formats to draw conculsions.

Excellent problem solving and time management skills with ability to work independently

Ability to thrive in a fast-paced environment with multiple competing priorities

High ability to meet deadlines

High level of attention to detail

Ability to manage multiple projects at the same time.

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