The Team – Strategy & Transformation
Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.
Your Impact
- Deliver strategic advice and solutions to senior and C-Level executives on how to obtain value from major investments and transformations.
- Help companies develop, plan for, and execute complex mergers, acquisitions, divestitures, and restructurings.
- Lead Integration Management Office and Separation Management Office teams and workstreams, working with client stakeholders across multiple companies and investor groups.
- Facilitate client planning sessions ranging from executive and board level meetings to joint integration/separation planning and requirements gathering exercises.
- Lead current state assessments of target companies and build transaction roadmaps.
- Leverage a “roll-up your sleeves” style to develop and execute against clients’ strategic initiatives.
- Manage and coach project teams to deliver complex engagements.
- Develop and manage the performance of junior team members through active coaching, feedback and mentorship.
- Play an active role in business development efforts across all stages (market analysis, client sourcing, relationship building, proposal development, oral presentations).
- Build and maintain meaningful relationships with clients at all levels that are based on integrity and trust.
- Contribute to industry best perspectives on the implications of market trends impacting the M&A market and its stakeholders (e.g. the state of the capital markets, private equity transformation, emerging technology, regulatory winds, etc.).
Your Experience
Minimum Qualifications
- BA/BS in Business, Accounting, Finance, or related discipline
- 8+ years of client-facing experience in a professional services organization, and/or highly relevant industry experience (specifically within insurance and/or financial services) in executing complex M&A or restructuring transactions.
- Demonstrated track record of planning and executing large scale integration, separation, or restructuring plans
- Functional experience with the following:
- Standing up and managing major Integration Management Office / Separation Management Office organizations
- Conducting finance, technology, and/or operational due diligence
- Developing pre-legal day 1 (LD1), LD1, and post-LD1 requirements and plans
- Facilitating integration / separation planning sessions around integration blueprints for integration across people, product, technology, data, etc.
- Supporting the development and execution of growth strategies grounded in customer insights, market dynamics, and competitive analysis
- Working across stakeholder groups to develop cross-functional workplans and targets – including groups such as Finance, Technology, Underwriting, Policy Administration, Claims, Actuarial Science, Product, HR, Legal, Risk, Cybersecurity, etc.
- Partnering with product, marketing, and branches to strengthen customer acquisition and retention.
- Developing future state target operating models for the post-LD1 company(ies)
- Technology standup, conversions, and cutovers (including planning, data mapping, development, testing, and go-live)
- Assessing current state operations and processes and designing and implementing interim and permanent processes
- Prior experience working directly with and advising C-Level executives, including experience presenting complex ideas and facilitating executive workshops
- Experience supporting firm growth initiatives including business development, proposals, client orals presentations, etc.
- Experience leading project teams across multiple engagements
- Experience coaching and developing junior team members
- Highly effective interpersonal skills and emotional intelligence
- Willingness to travel at least 25% of the time
Preferred Qualifications
- Previous experience working within the financial services, private equity, insurance carrier, and / or insurance brokerage industries
- Master of Business Administration (may substitute for business-related undergraduate degree)
- Progressive responsibility in managing client relationships and achievement against business development goals
