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.