Mergers & Acquisitions Finance and Operations Senior Consultant

Overview

This role supports finance integration and separation efforts associated with mergers, acquisitions, and divestitures. You will work across finance, accounting, and treasury priorities while addressing 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, 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

Requirements (Required Qualifications)

• 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:
  • Day 1 planning, policy, process, and systems alignment
  • Financial consolidation and reporting
  • Integration or separation planning
  • Carving-out financials
  • Business plan development
  • Scope definition and work plan development
  • Workstream coordination and lifecycle execution across due diligence, pre-close, and post-merger integration
  • Synergy/value quantification
• 4+ years 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 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 you do and the clients and industries/sectors you serve
• 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

• Wage range: $128,000 to $252,500
• Discretionary annual incentive program: You may also be eligible to participate, subject to the rules governing the program. Any award depends on various factors, including individual and organizational performance.

Location

• Location is not specified in the provided job description.