The Financial Services industry is operating in a challenging environment due to global economic pressure, increasing regulatory demands and capital requirements as well as significant operational and technology changes. Our growing Financial Services Advisory practice provides management, technology and risk consulting services to help major financial institutions around the world respond to their most complex business challenges. The Financial Services Advisory practice is composed of three industry sectors: Asset Management, Banking & Capital Markets and Insurance.
Our Mergers & Acquisitions management consultants help clients derive maximum value from their potential transactions. This high performing team conducts pre-deal and confirmatory diligence in a wide range of functional areas including, Information Technology, Operations and Back-Office areas, focusing on issues impacting purchase price. In complex divestitures, our team supports our clients in evaluating future state requirements to achieve stand-alone operations. Our teams lead large scale, enterprise-wide Merger Integration projects, including executing functional integration of the two companies and realizing cost and revenue-generating synergies. In addition, we specialize in consulting both corporate and financial buyers with post-deal performance improvement/value capture projects, M&A playbooks, and taking control of newly acquired entities.
Our go-to-market approach is to secure wins from involvement early in the deal continuum, teaming with complementary capabilities across different industry sectors.
Demonstrates proven extensive operational knowledge of Mergers, Acquisitions and Divestitures including pre-deal operations and information technology due diligence, integration planning, separation planning, synergy and cost savings analysis, and/or post-close transformation, with thorough knowledge of two or more of the following functional areas: Information Technology, Human Resources, Finance, Operations/Supply Chain, and/or Sales and Marketing.
Bachelors degree in accounting, engineering, finance, operations management, supply chain or information systems/ computer science and Masters Degree is preferred.
Demonstrates proven extensive and success ability to develop client relationships while providing the highest quality client service, which includes the folloiwing:
-Building strong, collaborative relationships with team members and foster a productive teamwork environment.
-Seeking diverse views to encourage innovation and high performance, and demonstrated ability to coach staff including providing timely meaningful written and verbal feedback.
-Delivering significant business results that reflects strategic and creative thinking, problem solving, individual initiative
-Identifying and addressing client needs: build, maintain, and utilize networks of trusted client relationships;
-Managing effectively resource requirements, project workflow, budgets and status updates;
-Communicating effectively in written and oral formats to various situations and audiences;
-Facilitating working sessions of medium to large sized groups;
-Managing and conducting quantitative and qualitative analyses of complex data
Minimum Years of Experience Necessary:
Minimum Degree(s) and Certification(s) Required:
Flexibility and desire to travel, as client assignments require.