Associate Director - Finance Transformation, M&A ; PE

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success.

With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc
5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

By joining our rapidly growing Business Transformation practice (and working closely with our Private Equity practice) you will serve as a trusted partner to our premiere PE-backed clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our PE-backed clients solve today's challenges and drive value creation. As an Associate Director, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.

The successful candidate will lead and manage M&A integration programs for middle market private equity clients, ensuring seamless transitions and maximizing value creation from transactions. If you enjoy business transformation and driving value creation in the fast-paced world of Private Equity, this is a unique opportunity to become part of our growing and collaborative team!

• Lead M&A integration projects from planning through execution, ensuring alignment with strategic objectives
• Set up the IMO, define its governance structure, roles, and responsibilities, and ensure it operates effectively to manage all aspects of the integration process
• Develop and implement integration strategies, including transformation initiatives and risk mitigation
• Create detailed integration plans that outline key milestones, timelines, dependencies, and resource requirements, ensuring alignment with strategic objectives
• Identify and implement synergy opportunities across operations, finance, technology, and roles to maximize value creation from transactions
• Identify, document, and track the progress of Transition Service Agreements, ensuring a streamlined transaction process and TSA exit
• Engage with key stakeholders, including private equity firms, portfolio companies, and internal teams, to ensure alignment and collaboration throughout the integration process for a smooth integration of operations, systems, and culture
• Lead change management initiatives to ensure successful adoption of new processes, systems, and cultures within the integrated organization
• Manage the IMO cross-functionally, monitor and report on integration progress, identifying and addressing issues proactively
• Continuously assess and refine integration processes to improve efficiency and effectiveness, leveraging best practices and lessons learned from previous integrations
• Assist portfolio companies with executing scalable ‘buy-and-build’ strategies by developing and implementing repeatable integration playbooks
• Provide thought leadership and best practices in M&A integration within the middle market private equity space
• Lead client engagements, facilitate workshops, and build roadmaps of prioritized strategic initiatives to accelerate time to value
• Execute engagements utilizing agile principles – scrums, sprints, kanban, etc.
• Leverage expertise in leading business processes (e.g., Procure-to-Pay, Opportunity-to-Cash, Record-to-Report including Financial Planning/Analysis and Close, Recruit-to-Hire-to-Retire and Master Data Management ) and cross-functional dependencies to implement best practices and provide value-added insights
• Utilize knowledge of finance tools, automation, data analytics, and cutting-edge solutions to meet client needs
• Support Business Transformation projects,…