Associate, Transaction Advisory

Associate, Transaction Advisory - Post-Merger Integration (PMI)

Summary of Position

The Associate, Transaction Advisory (PMI Focus) will be a key team member, assisting clients through the critical post-close phase of Mergers and Acquisitions (M&A) transactions. This role is dedicated to supporting the planning and execution of integration activities to ensure the realization of expected synergies and the achievement of strategic deal objectives. The Associate will work with cross-functional teams (both client-side and internal) across various domains, including Finance, IT, Operations, HR, and Sales.

Key Responsibilities

Integration Planning & Execution Support:

• Assist in the development of detailed integration roadmaps and project plans, translating strategic deal rationale into actionable steps.
• Support the setup and management of the Integration Management Office (IMO), including organizing meetings, tracking key decisions, and managing documentation.
• Coordinate and support various functional workstreams (e.g., finance, technology, HR) to ensure alignment and timely completion of integration tasks.

Synergy Realization & Value Tracking:

• Assist in quantifying, tracking, and reporting synergies (cost and revenue) to ensure the combined entity achieves the targeted value.
• Conduct financial and operational analysis to assess the performance of the newly combined business and identify areas for improvement or risk mitigation.

Day 1 Readiness:

• Contribute to the detailed planning for "Day 1" operations, ensuring a seamless transition and continuity of critical business functions immediately post-close.

Stakeholder Communication & Reporting:

• Prepare high-quality, executive-level presentations and reports (e.g., status updates, dashboard metrics) for client senior leadership and other stakeholders.
• Facilitate effective communication and problem-solving across client teams to address integration challenges and conflicts.

Process and System Alignment:

• Assist in gathering data and performing analysis to identify gaps and opportunities in the alignment of business processes, technologies, and systems.

Qualifications

Required

• Education: Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
• Experience: 1-3 years of relevant professional experience in Transaction Advisory, Corporate Development, Management Consulting, or a finance/operations role with direct M&A experience.
• Analytical Skills: Strong financial modeling and analytical skills, with a proven ability to interpret complex data and derive actionable insights.
• Technical Proficiency: High proficiency in Microsoft Excel and PowerPoint.
• Soft Skills: Excellent written and verbal communication, presentation, and interpersonal skills. Must be a self-starter with strong project management and organizational abilities.

Preferred (A Plus)

• Experience with specific Post-Merger Integration (PMI) methodologies or frameworks.
• Relevant professional certification (e.g., CPA, CFA, PMP).
• Functional expertise in areas commonly impacted by integration, such as IT, HR/Change Management, or Supply Chain.
• Ability to travel to client sites as required (often project-dependent).

Job Type: Full-time

Pay: $80,000.00 per year

Work Location: Hybrid remote in Plymouth, MI 48170

Salary : $80,000