Why USAA?

Let’s do something that really matters.

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

The Opportunity

As a dedicated Mergers and Acquisition Director, you will lead in the support of Mergers and Acquisition (M&A) related activities across the deal spectrum. You will help develop and support the M&A strategy across the enterprise, sources deals, conducts preliminary outside-in analyses, conducts formal due diligence, may assist with sign-to-close activities/diligence, assist with Day 1 preparations, and assist with post close integration and/or investment thesis realization.

This position can work remotely in the continental U.S. with occasional business travel.

What you'll do:

• Leads the development of the preliminary financial/accounting and operational assessments based on analytical modeling, reasonable assumptions, research, experience, and benchmarks; provides quantitative and qualitative assessment of a target’s risks and opportunities.

• Knowledge on how to source and use qualified data and benchmarks to develop initial insights into a target’s financial performance and business operations.

• Synthesizes and combines quantitative and qualitative data/information to develop specific deal related insight.

• Key contributor to developing Financial Due Diligence data requests and management interview guides.

• Crafts the initial analysis of the Quality of Earnings, Net Working Capital and Net Debt reporting.

• May conduct management interviews as part of the due diligence process and provides feedback to key collaborators.

• Collaborates and partners with 3rd party due diligence providers; provides feedback on 3rd party due diligence contracts and may assist with negotiating scope and terms.

• Develops and maintains internal (Lines of Business) and external (investment bankers, due diligence providers, valuation advisors, etc.) business relationships.

• Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

• Certified Public Accountant (CPA) designation.

• 8 or more total years of business experience including 5 or more total years of combined experience in Audit and Transaction Advisory at a top-tier Public Accounting or Consulting firm.

• Minimum of 2 years of experience practicing as a CPA.

• Formal due diligence experience across various deal types (e.g. buy-side, sell-side, standalone deals, carveout deals, etc.).

• Subject-matter-expert knowledge of the M&A discipline and proven application of knowledge, skills and abilities towards quality and insightful work products required.

• Strong business sense in the areas of the business operations, industry practices and emerging trends required.

• Experience in working with multidisciplinary diligence efforts and aligning and key internal constituencies.

• Strong quantitative analysis and financial modeling skills, including understanding of financial documents and business drivers.

• Experienced and skilled in interactions with potential internal and external partners.

• Ability to read and interpret business-related legal documents and corporate governance matters.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

What we offer:

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230.00 - $264,200.00.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.