Principal FP&A and M&A Analyst

QAD is a world-class SaaS company, and we are growing. We are looking for talented individuals who want to join us on our mission to help solve relevant real-world problems in manufacturing and the supply chain.

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.

• Able to use financial modeling, valuation techniques, due diligence processes and synthesize complex data into actionable insights.
• Able to use financial software and tools (e.g., Microsoft office, Salesforce, Google, Adaptive, Netsuite, Bloomberg, financial databases).
• 3 years' experience and BS in Commerce or closely related & 5 years related exp.
• Salary range: $140,000 to 154,000.
• Do not need to be based in California.

What’s in it for you…..

• Your health and well being are important to us at QAD. We provide programs that help you strike a healthy work life balance.

• Opportunity to join a growing business focused on key growth segments, launching into its next phase of expansion and transformation.

• Collaborative culture of smart and hard-working people who support one another to get the job done.

• An atmosphere of growth and opportunity, where idea-sharing is always prioritized over level or hierarchy.

• Comprehensive Compensation package

About QAD:

QAD Inc. is a leading provider of adaptive, cloud-based enterprise software and services for global manufacturing companies. Global manufacturers face ever-increasing disruption caused by technology-driven innovation and changing consumer preferences. In order to survive and thrive, manufacturers must be able to innovate and change business models at unprecedented rates of speed. QAD calls these companies Adaptive Manufacturing Enterprises. QAD solutions help customers in the automotive, life sciences, packaging, consumer products, food and beverage, high tech and industrial manufacturing industries rapidly adapt to change and innovate for competitive advantage.

QAD is committed to ensuring that every employee feels they work in an environment that values their contributions, respects their unique perspectives and provides opportunities for growth regardless of background. QAD’s DEI program is driving higher levels of diversity, equity and inclusion so that employees can bring their whole self to work.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. 

#LI-Remote