Managing Consultant - Private Equity and M&A

March 30

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OneDigital

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OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

Employee Benefits • Health and Ancillary Benefits • Acquisitions • Dental / Vision • Consulting

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

📋 Description

• Work closely with OneDigital consulting teams, clients, and private equity firms to lead and coordinate due diligence activities • Support the management of relationships with portfolio company clients and private equity firms • Institutionalize due diligence processes and deliverables for client transaction activities • Serve as an expert resource for OneDigital consulting teams • Project manage due diligence processes in coordination with consulting team and subject matter experts • Review and inventory documents and information contained in virtual data rooms • Maintain data request list between Client and OneDigital • Analyze data, research, and organize findings into due diligence report • Provide regular updates on the process and deliver due diligence reports • Conduct market research to support PEMA sales strategy and initiatives • Provide insights and guidance on private equity firms, the industry, and processes to OneDigital consulting teams and clients • Other associated or PEMA-related tasks as requested

🎯 Requirements

• Bachelor's degree or equivalent education and/or experience required • 5 - 7 years employee benefits experience • Experience with transaction-related activities (e.g., due diligence, integration, harmonization, carve-out stand up, etc.) • Experience working directly with private equity firms • Strong written and oral presentation skills • Ability to prioritize and manage multiple projects simultaneously while meeting time-sensitive deadlines • Responsive and flexible, willing to work non-traditional business hours when required • Strong interpersonal skills to effectively relate to and impact key audiences both internally and externally • Commitment to protecting client confidentiality • Proficient use of technology including MS Excel, Power Point, Power BI, or other analytics software • Self-motivated and proactive approach, overall inclined to action • Ability to work in a very fast-paced environment

🏖️ Benefits

• Health, wellbeing, retirement, and other financial benefits • Paid time off • Overtime pay for non-exempt employees • Robust learning and development programs • Reimbursement of job-related expenses per the company policy • Employee perks and discounts