Senior Manager M&A

Lead merger and buy-side financial due diligence engagements from initial scoping through final client presentation for credit unions, banks, and other financial institutions. Analyze historical and projected financial performance, including quality of earnings, capital, liquidity, asset quality, loans, investments, deposits, profitability, and transaction-specific matters. Lead loan portfolio and credit diligence covering concentrations, delinquencies, nonaccrual loans, charge-offs, risk ratings, underwriting practices, and allowance for credit losses under CECL. Assess purchase accounting, fair value marks, merger-related costs, transaction liabilities, opening balance-sheet considerations, and post-close earnings implications. Identify and communicate risks, value drivers, and opportunities affecting valuation, deal structure, negotiated terms, or integration planning. Prepare clear diligence reports, executive summaries, and presentations while leading meetings with senior management, boards, and transaction committees. Manage engagement scope, budgets, timelines, workplans, client communications, and delivery under compressed transaction deadlines. Collaborate closely with professionals across valuation, tax, audit, regulatory, legal, technology, cybersecurity, and other specialists to provide an integrated transaction assessment. Supervise and develop team members, review workpapers and analyses, and maintain engagement quality standards. Support practice growth through proposal development, prospect meetings, client relationships, thought leadership, and continued improvement of FIG diligence methodologies.