Mergers & Acquisitions Finance and Operations Senior Consultant

Overview

This role supports finance integration and separation efforts tied to mergers, acquisitions, and divestitures. You will work across finance, accounting, and treasury priorities to help clients address operational and reporting needs throughout the transaction lifecycle.

Recruiting for this role ends on 11/30/26.

Responsibilities

• Support finance workstreams across M&A engagements, including:
  • Day 1 readiness
  • Integration planning
  • Separation planning
  • 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 and compliance
  • Finance operating model considerations
• Support Managers and engagement teams by evaluating options, synthesizing findings, and communicating recommendations to corporate and private equity clients

Requirements

• Bachelor’s degree
• 4+ years of consulting and/or industry experience; or Master of Business Administration (MBA) and 2+ years of work experience
• 4+ years of experience in mergers and acquisitions or mergers and acquisitions service delivery, including experience across areas such as:
  • Day 1 planning, policy, process, and systems alignment
  • Financial consolidation and reporting
  • Integration or separation planning
  • Carving-out financials
  • Business plan development and scope/work plan development
  • Workstream coordination
  • Lifecycle execution across due diligence, pre-close, and post-merger integration
  • Synergy/value quantification
• 4+ years of experience assisting in leading workstreams within M&A engagements related to:
  • Financial close and reporting
  • Planning and forecasting
  • Finance operations
  • Controls and compliance
  • Treasury
  • Tax coordination
• 3+ years of experience in M&A Integration & Divestiture (M&A I&D) or M&A I&D service delivery within the finance function
• 3+ years of experience in accounting, finance, controllership, financial planning and analysis, treasury, or financial reporting
• Ability to travel 50%, on average, based on the work performed and the clients and industries/sectors served
• Limited immigration sponsorship may be available

Preferred Qualifications

• Master of Business Administration (MBA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or other advanced degree
• Experience working in a professional services consulting firm
• Experience developing executive presentations in Microsoft PowerPoint and process documentation in Microsoft Visio
• Experience supporting communications, culture, or change management activities in mergers and acquisitions integrations or separations
• Experience performing financial analysis, business process reengineering, or operational performance improvement analysis
• Experience mentoring junior practitioners

Compensation & Benefits

• Estimated wage range: $128,000 to $252,500
• You may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program; awards, if any, depend on various factors including individual and organizational performance.

Location

Not specified in the provided job description.