助理总监 - 并购整合 - 私募股权
Associate Director - M&A Integration - Private Equity
加入我们快速发展的私募股权业务，你将作为值得信赖的合作伙伴，为私募股权赞助商、投资组合公司高管和首席财务官执行收购和买壳策略提供支持。
你将带来第一手的财务管理领导经验、独特的视角和专业技能，以定制化解决方案加速价值创造，并支持成功的交割后整合结果。
作为高级经理，你将负责客户交付、团队领导以及培养初级团队成员。你还将参与客户管理及业务拓展活动。
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你将负责的工作
财务与首席财务官办公室
- 主导交割后的整合中的财务工作流。
- 在所有职能领域内推动整合，包括财务报告、会计控制、财务规划与分析以及司库管理。
- 支持或主导财务技术栈整合和系统优化项目。
- 就运营模式设计、组织结构、报告流程和整合重点，向首席财务官和财务领导提供建议。
- 建立集成的管理报告和关键绩效指标框架，以支持高管决策、董事会报告和赞助商监督。
- 主导协同效应识别、价值捕获跟踪、息税折旧摊销前利润（EBITDA）提升计划和差异报告。
整合工作
- 主导复杂的整合项目，将赞助商的投资理念转化为可执行的财务整合路线图。
- 推动整合管理办公室（IMO）治理、报告和项目管理，实现全面的 IMO 监督。
- 推动财务部门及跨职能利益相关者的交割日准备计划和交割后执行。
- 负责与高管和赞助商沟通整合进展。
- 为客户提供经公司批准的 AI 驱动的解决方案，并与公司领导合作，识别合规机会以提升客户和内部成果。
客户领导力与业务拓展
- 建立新的客户关系，深化现有关系，并支持领导层的市场进入努力和提案制定。
- 负责客户账户，包括工作计划、人员配置、时间表、预算和交付质量。
- 在人才发展中发挥关键作用，包括指导和辅导初级团队成员。
- 吸引、面试、聘用并留住顶尖人才
查看英文原文
By joining our rapidly growing Private Equity practice, you will serve as a trusted partner to private equity sponsors, portfolio company executives, and CFOs executing acquisition and buy-and-build strategies.
You will bring first-hand Finance leadership experience, unique perspectives, and functional expertise to deliver tailored solutions that accelerate value creation and support successful post-close integration outcomes.
As an Associate Director, you will be responsible for a mix of client delivery, team leadership, and developing junior team members. You will also participate in account management and business development activities.
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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.