Senior Manager, M&A (Financial Services)

Own Your Career 

We deliver unparalleled opportunities to drive your career advancement and we have a rewarding employee culture to support it. 

Now is the time to truly own your career and deliver real value to some of the world’s most valuable Fortune 100 brands, growth companies transforming their industries, and mid-market firms that need help navigating the defining moments of their lifecycle. Be a part of a collaborative organization with a commitment to learning. Work side by side with business leaders to solve complex client challenges. Discover opportunities to participate in an inclusive and diverse workforce. Collaborate with our Women’s Initiative, explore issues surrounding Diversity & Inclusion with our IDEAS committee, or help to shape our employee experience with our People & Culture Committee! 

The Team – Strategy & Transformation 

Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carveouts, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions. 

Your Impact 

• Lead teams serving clients in financial services demonstrating executive presence with C-level client counterparts, particularly in the context of Office of the CFO and CIO advisory. 
• Provide expertise in buy-side and sell-side merger & carveout transactions supporting activities through end-to-end M&A lifecycle (e.g. Technology Diligence, Pre-Close/Day 1 Readiness, Post-Close Execution) 
• Lead separation planning and integration planning phases by defining future state operational strategy, identifying value creation opportunities, supporting workforce dynamics analyses, identifying business capability impacts, and defining roadmap for separation/integration 
• Build and maintain strong relationships with clients, acting as a trusted advisor and providing exceptional client service 
• Serve as a primary liaison between buyer and seller to facilitate critical operational decisions and manage accountability for all parties 
• Facilitate change management for policies and procedures impacted by the combined business in partnership with subject matter experts in risk, compliance, and audit 
• Manage systems impacts and aid in the transition process for the combined business, including managing systems migration, data transfer management process, and new system implementations 
• Mentor high-performing teams, fostering a collaborative and results-oriented work environment 
• Coach and manage other consultants and actively participate in the performance review process 
• Manage project economics including tracking project budgets, creating and delivering invoices, and overseeing accounting processes 
• Understand client strategy and investment priorities and turn those goals into concrete engagements and detailed proposals. 
• Lead internal offering development projects (pitch decks, BD toolkit, GTM plans), in alignment with firm and practice focus areas and strategy 
• Support Directors and Partners in identifying, shaping and pitching projects to new prospects and existing clients  

Your Experience 

Minimum Qualifications 

• BA/BS in Business, Accounting, Finance, Engineering, or related discipline 
• 8+ years of experience helping companies undergo major transformations, including at least one of the following:  
• Leading technology or finance & accounting workstream for a merger or carveout in a moderate-to-high complexity transaction 
• 5 years supporting technology/business transformation initiatives for core business systems and processes 
• Prior experience working directly with and advising C-Level executives, including experience presenting complex ideas and facilitating executive workshops 
• Experience leading complex transformation engagements with project teams of 3-10 members
• Experience coaching and developing junior team members
• Highly effective interpersonal skills and emotional intelligence
• Willingness to travel at least 25% of the time 

Preferred Qualifications 

• Master of Business Administration 
• Progressive responsibility in managing client relationships and achievement against business development goals