The Standard · 2 hours ago
M & A Transition Services Agreement Manager
Portland, OR
Full-time
Remote
Mid Level
$105K/yr - $154K/yr
3+ years exp
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No H1B
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Responsibilities
Develop, negotiate, and manage transition services agreements to ensure seamless integration or separation of business units within contractually agreed timeframes.
Collaborate with legal, finance, IT, HR, and other relevant departments to define the scope, terms, and conditions of TSAs.
Ensure compliance with all regulatory requirements, company policies, and contractual agreements.
Review invoicing and ensure TSA owner sign off on TSA service and deliverables. Work with finance to ensure alignment to TSA budget.
Lead and coordinate cross-functional teams to execute TSA-related projects.
Develop detailed project plans, timelines, and budgets.
Monitor progress, identify risks, and implement mitigation strategies to ensure timely and successful completion of projects.
Serve as the primary point of contact for all TSA-related matters.
Communicate effectively with internal and external stakeholders, including senior leadership, to provide updates and address any issues.
Facilitate regular meetings and status reports to ensure alignment and transparency.
Establish and track key performance indicators (KPIs) to measure the effectiveness of TSAs.
Conduct regular reviews and audits to ensure compliance and identify areas for improvement.
Provide recommendations for optimizing TSA processes and achieving operational efficiencies.
Stay abreast of industry trends and best practices in M&A and TSA management.
Implement continuous improvement initiatives to enhance the effectiveness and efficiency of TSA processes.
Provide training and support to team members and stakeholders on TSA-related topics.
Qualification
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Required
Bachelor’s degree in Business Administration, Finance, Law or a related field.
3+ years’ experience in mergers and acquisitions related fields, including transition office and experience with external organizational partnerships.
Strong strategic thinker, adept at analyzing situations, anticipating needs and making informed decisions that drive value for the company.
Excellent project management skills with a track record of successfully leading cross functional teams.
A deep understanding of Merger and Acquisition processes, regulatory requirements and industry best practices.
Success in working in a fast-paced, dynamic environment, managing multiple priorities.
Preferred
MBA or Advanced Degree specializing in Finance, Strategic Management, or a related discipline.
+5 years’ experience in managing transition services agreements in the context of mergers and acquisitions.
Project Management Professional (PMP), Chartered Financial Analyst (CFA), or Mergers & Acquisitions Professional (M&AP)
Benefits
Comprehensive benefits including medical, dental, vision and retirement benefits
Initial PTO accrual of 164 hours per year
11 paid holidays and 2 wellness days per year
Company
The Standard
The Standard is a leading provider of financial products and services, including group and individual disability insurance, group life and accidental death and dismemberment insurance, group dental and vision insurance, group accident, critical illness and hospital indemnity insurance, paid family leave and absence management services, retirement plans services and individual annuities.
1,001-5,000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2016-03-07Acquired· by Meiji Yasuda Life Insurance
1999-04-16IPO· nyse:SFG
Leadership Team
Brad Yoder
Second Vice President, Life & Supplemental Claims
Jared Hyman
Regional Vice President
Recent News
2024-05-23
Business Wire
2024-05-23
Company data provided by crunchbase
