Overview As a Senior Consultant in M&A Finance, you help clients optimize finance, accounting and treasury during transactions, including integration and separation by planning, execution, and post-close activities. You will collaborate with cross-functional teams to address transaction-driven financial needs and deliver actionable outputs. The role spans Day 1 readiness, planning, and go-forward finance operating model considerations, with impact across corporate and private equity engagements. This is a client-facing opportunity to shape value capture and execution risk management in deals.
Responsibilities- Support finance workstreams across M&A engagements, including Day 1 readiness, integration planning, separation planning, and post-close execution
- Analyze finance, accounting, and treasury processes to identify risks, dependencies, and improvement opportunities tied to transaction objectives
- Develop workplans, track deliverables, and coordinate activities across client stakeholders and cross-functional workstreams
- Prepare analyses, presentations, and client-ready deliverables related to close and consolidation, planning and forecasting, controls, compliance, and finance operating model considerations
- Support Managers and engagement teams in evaluating options, synthesizing findings, and communicating recommendations to corporate and private equity clients
Key requirements- 4+ years of consulting and/or industry experience; or MBA and 2+ years of work experience
- 4+ years in mergers and acquisitions or M&A service delivery, including Day 1 planning, policy, process, and systems alignment, financial consolidation and reporting, integration or separation planning, carving-out financials, business plan development, scope definition, work plan development, workstream coordination
- 4+ years leading workstreams within M&A engagements related to financial close and reporting, planning and forecasting, finance operations, controls and compliance, treasury, and tax coordination
- 3+ years in M&A I&D or M&A I&D service delivery within the finance function
- 3+ years in accounting, finance, controllership, FP&A, treasury, or financial reporting
- Ability to travel 50% on average
- Limited immigration sponsorship may be available
- Ability to work independently and collaboratively
- Effective written and verbal communication
- Meticulous attention to detail and quality of work
- Ability to build and sustain professional relationships
- Microsoft PowerPoint
- Microsoft Visio
