m a manager advisor resume example with 11+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
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Merger & Acquisition Director

10+ years of M&A a experience directing deals in the America's region for global corporations. Strengths in mergers and acquisitions, finance, and project management skills backed by $100B of deals assessed and $12B of transactions executed. Chartered Financial Analyst (CFA) and MBA with dual concentration in finance and accounting.

  • Fluent in Portuguese and Spanish
  • Mergers and acquisitions
  • Multi-cultural cross-functional team leadership
  • Stakeholder management
  • Project management
  • Corporate finance
  • Adaptability & flexibility
  • Commercial & customer awareness
  • Strategic communication
  • Creativity & innovation
Work History
M&A Manager/Advisor, 09/2017 - Current
Charter Spectrum San Luis Obispo, CA,

Resourced as Senior Manager on deals accountable for motivating associate-level staff and for assuring sound judgment and attention to detail in evaluation of intrinsic value of asset and corporate of acquisition targets and a wide range of material complex transactions. Collaborate in multi-cultural cross-functional in determining value of targets, assessing strategic fit of targets, writing of complex proposals, development of business cases, problem-solving execution of complex strategy, and negotiating contractual arrangement of transactions. Publicize analytical insights to support decision-making, consulted on operational strategy, and contribute to team communications.

  • Directed and delivered life cycle support of over twenty-five mergers and acquisitions (M&A), divestitures, and commercial deals across the Americas with values ranging from $100M to more than $1B, influencing the successful closing of more than six transactions estimated at $1.5B.
  • Nominated acquisition & divestiture subject matter expert (SME) volunteering to provide guidance on best practices and on investment operations to peers around the globe.
  • Contributed as Senior Manager to successful negotiation of $470M worth of contracts by motivating, guiding, and directing associate-level staff to deliver high-quality analytical insights to optimize deal structure and enable country-wide strategy to comply with new regulations.
  • Selected to project manage workflows, direct creation of financial models, communicate actionable insights, and develop business cases to support recommended actions in five of the more complex transactions handled by Americas team with valuations of $2B to $10B.
  • Shaped execution of $380M divestiture creating $60M of cash returns by challenging existing views and designing market-centered business case addressing needs of prospective buyers.
M&A Finance Lead/Sr. Economist, 09/2015 - 09/2017
Royal Dutch Shell City, STATE,

Directed financial and commercial workflows of mergers, acquisitions, divestitures, JVs, and a wide range of complex transactions focusing on the Americas region. Oversaw valuation, risk assessment, and development of business plans for acquisition targets. Interfaced with a wide range of internal and external stakeholders on delivery of acquisitions, financial planning, financial reporting, financial results, and valuation of targets. Counseled leadership ad hoc issues ranging from financing to real estate. Presented merger and acquisition information, and other key metrics and data to internal review committees and senior management.

  • Shaped negotiation strategy resulting in $200M of savings by taking initiative to uncover misinterpretation of existing contract creating basis for 85% reduction in fees and successful litigation of excess charges.
M&A Manager/Sr. Business Developer, 01/2012 - 09/2015
Repsol City, STATE,

Directed identification, evaluation, pursuit, and execution of mergers and acquisitions (M&A) transactions across the Americas. Fostered productive teamwork with multi-cultural cross-functional teams throughout the deal life cycle. Contributed to identification, analysis, development, and execution of diverse types of acquisition and divestiture transactions in line with strategic business plan. Held accountable for collaboration in due diligence activities, presentation of proposals, and negotiating terms. Designed strategies and networked with a wide range of stakeholders to develop business. Collaborated in due diligence across disciplines including tax, legal, treasury, human resources, regulatory and operations.

  • Managed team of 5 professionals in screening and evaluation of 80+ M&A targets and publicizing recommendations framing $8B merger transforming the company into major global energy player.
  • Campaigned for Mexico's energy reform by serving as consultant to policy makers and managing strategic relationships with industry shaping vision for new regulatory framework.
  • Contributed to total of $2B in acquisition of ownership shares in two joint ventures.
Sr. Business Planning Analyst , 10/2009 - 01/2012
Repsol City, STATE,

Created advanced financial models to determine value of acquisition and divestiture targets, including calculation of intrinsic value of target, identification and valuation of synergies and dis-synergies. Designed strategic plans, directed financial planning, forecasted business unit financial statement, financial results, and financial reporting.

MBA: Accounting And Finance, Expected in
Rice University - Houston, TX,
Status -
Bachelor of Arts: Economics, Expected in
University of Texas At Austin - Austin, TX
Status -

CFA® charter holder, CFA Institute [2014]

Advanced Negotiation Program [2021]

Fundamentals of Negotiation [2017]


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Resume Overview

School Attended

  • Rice University
  • University of Texas At Austin

Job Titles Held:

  • M&A Manager/Advisor
  • M&A Finance Lead/Sr. Economist
  • M&A Manager/Sr. Business Developer
  • Sr. Business Planning Analyst


  • MBA
  • Bachelor of Arts

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