Principal FP&A and M&A Analyst

As the Financial Planning & Analysis, Principal Analyst - Mergers & Acquisitions for QAD, you

will play a pivotal role in shaping our company's growth strategy through the evaluation and

integration of potential acquisition targets and assisting the FP&A team in financial analyses and

reporting. Working closely with cross-functional teams, you will lead financial analyses, conduct

due diligence, and provide critical insights that will influence strategic decision-making at the

executive level. Your expertise in financial modeling, valuation, and market research will be

instrumental in identifying high-value opportunities and supporting our efforts to create

shareholder value.

M&A:

● Conduct Financial Analysis:

● Evaluate financial statements, historical performance, and projected financials of

potential acquisition targets.

● Develop detailed financial models to assess the impact of potential mergers and

acquisitions on the company's financial performance and key metrics.

● Perform Valuation Analysis:

● Utilize various valuation methodologies (e.g., discounted cash flows, comparable

company analysis) to determine the fair value of acquisition targets.

● Assess the potential synergies and risks associated with each transaction.

● Lead Due Diligence:

● Collaborate with cross-functional teams, including legal, operations, and strategy, to conduct comprehensive due diligence on target companies.

● Identify potential risks, opportunities, and integration challenges to inform decision-making.

● Support Deal Structuring:

● Collaborate with the Corporate Development team in negotiating deal terms, pricing, and other financial aspects of potential transactions.

● Provide financial insights to help optimize deal structures and maximize returns.

● Prepare Executive-Level Presentations:

● Create clear and concise presentations to communicate complex financial analyses and recommendations to senior management and the board of directors.

● Monitor Post-Acquisition Performance:

● Lead integration activities to merge G&A operations, reporting and budget/forecasting

● Track and assess the financial performance of acquired companies post-integration.

● Provide ongoing analysis and recommendations for optimizing performance and achieving synergy targets.

● Continue to monitor activity post acquisition and create models which track actuals to forecast.

● Stay Informed on Industry Trends:

● Continuously monitor industry trends, competitive landscape, and market dynamics to identify potential acquisition targets and growth opportunities.

FP&A:

● Cash Flow Forecasting and Management:

● Lead the development and maintenance of cash flow forecasting models to ensure optimal liquidity and alignment with strategic goals.

● Provide actionable insights into cash flow patterns and recommend strategies for improvement.

● Long-Range Planning and Budgeting:

● Drive the creation and refinement of long-range financial plans, incorporating growth scenarios and strategic initiatives.

● Collaborate with cross-functional teams to deliver the annual budget, ensuring accuracy and alignment with organizational priorities.

● Financial Modeling and Analysis:

● Design robust financial models to evaluate new initiatives, cost optimization strategies, and operational performance.

● Deliver insights into revenue and expense trends, contributing to data-driven decision-making at all organizational levels.

● System and Reporting Management:

● Manage Adaptive Planning and OfficeConnect systems to streamline budgeting, forecasting, and reporting processes.

● Contribute to monthly board reporting by preparing financial summaries, trend analyses, and strategic insights.

● Process Improvement and Efficiency:

● Enhance financial processes, including automating workflows, improving data accuracy, and reducing reporting timelines.

● Develop and manage renewal cohort reporting to track customer behavior and revenue impact over time.