Director - Post Merger Integration

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

At CLA, our family members in Deal Services focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximize value in their business deals. In Post Merger Integrations Services at CLA, you will focus on providing strategic guidance on a broad range of technical accounting, financial reporting, transaction structures and capital markets topics.

You will advise clients on complex accounting advisory and financial reporting issues around deals and other transformational business events that may impact an organization's value. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team members' unique strengths, and managing performance to deliver on client’s expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of CLA.

You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

• Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
• Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
• Develop skills outside your comfort zone and encourage others to do the same.
• Effectively mentor others.
• Use the review of work as an opportunity to deepen the expertise of team members.
• Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
• Uphold and reinforce professional and technical standards, CLA’s code of conduct, and independence requirements.

As part of the Post Merger Integrations Services technical advisory team, you are expected to advise private equity firms and other closely held businesses as they undergo major transitions such as mergers and buy‑side carve outs while mitigating risk, minimizing disruption to the business, and ultimately helping them evolve to the new platform’s operating and reporting model. As a Manager you are responsible for leading teams and managing client accounts, focusing on strategic planning and mentoring junior staff.

You are accountable for project success, building client trust by being proactive and responsive, and maintaining top standards in our engagements. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team members' unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the firm’s success.

You are expected to lead with integrity and authenticity, articulating our purpose and principles in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

• Advise and prepare new portfolio company finance teams to meet new reporting standards by:
  • Identifying gaps in current ERP systems and accounting processes and proposing solutions to allow them to meet new reporting standards.
  • Advising private equity clients on resource requirements to equip new…