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CrossCountry Consulting

Associate Director - M&A Integration - Private Equity

Posted 13 Days Ago
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Remote
Hiring Remotely in United States
Senior level
Remote
Hiring Remotely in United States
Senior level
Lead finance workstreams for private equity post-close integrations, including reporting, controllership, FP&A, treasury, finance technology integration, operating model design, KPI frameworks, synergy tracking, and value capture. Manage integration governance, Day 1 readiness, executive communications, client accounts, business development, and junior team development. Partner with sponsors, CFOs, and portfolio company executives across complex acquisition and buy-and-build strategies.
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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. 

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. 

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CrossCountry Consulting Boston, Massachusetts, USA Office

60 State Street, Suite 2150, Boston, United States, 02109

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