Associate Director - M&A Integration, Private Equity

What You'll Do

Finance & Office of the CFO

Own the Finance workstream on post-close integrations.

Lead integration across all functional areas, including Financial Reporting, Controllership, FP&A, and Treasury. 

Support or lead Finance tech-stack integration and system rationalization initiatives.

Advise CFOs and Finance leadership on operating model design, organizational structure, reporting processes, and integration priorities.

Establish integrated management reporting and KPI frameworks to support executive decision-making, board reporting, and sponsor oversight.

Lead synergy identification, value capture tracking, EBITDA improvement initiatives, and variance reporting.

Integration Work

Lead complex integration engagements, translating the sponsor's investment thesis into executable Finance integration roadmaps.

Drive Integration Management Office (IMO) governance, reporting, and program management and holistic IMO oversight.

Drive Day 1 readiness planning and post-close execution across Finance and cross-functional stakeholders.

Own C-suite and sponsor communication on integration progress.

Contribute to developing and implementing firm-approved AI-enabled solutions for clients and collaborate with firm leadership to identify compliant opportunities to enhance client and internal outcomes.

Client Leadership & Business Development

Build new client relationships, deepen existing ones, and support leadership in go-to-market efforts and proposal creation.

Oversee client accounts, including work plans, staffing, timelines, budgets, and delivery quality.

Play a key role in talent development, including mentoring and coaching junior team members.

Attract, interview, hire, and retain top talent

What You'll Bring

8+ years of experience in management consulting, M&A integration, Finance transformation, CFO advisory, or in-house Finance leadership at a PE-backed company.

Demonstrated experience leading Finance workstreams for post-close integrations in consulting firms, advisory practices, or PE-backed environments.

Strong understanding of Finance functions, including Financial Reporting, Controllership, FP&A, Treasury, and the finance tech stack.

Experience partnering with CFOs, Controllers, and executive leadership teams to execute strategic integration initiatives.

Proven ability to develop and manage integration roadmaps, governance structures, executive communications, and value capture programs.

Experience supporting private equity sponsors and portfolio companies through acquisition integration and buy-and-build strategies.

Track record of running large-scale integration projects to completion.

Strong executive presence with the ability to influence decisions and build trusted advisor relationships.

Experience mentoring and developing junior team members.

Comfort with AI and a continuous learning mindset: demonstrated ability to responsibly adopt firm-approved AI tools and openness to emerging technologies in alignment with firm policies.

Qualifications

Bachelor's degree in Business, Economics, Finance, Accounting, Economics, or related field.

CPA, CFA or CA credential strongly preferred.

Willingness to travel to client sites as needed — hybrid delivery model.