M&A Director - Business Transformation

Experience a 45X+ award-winning culture!

Embarkers enjoy:

• Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary

• Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients

• Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

• Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions

• Comprehensive healthcare: 100% paid premiums for you and your family

• Whole human growth: $150 monthly stipend for holistic development

• Career advancement: Access to CPE credits, learning platforms, coaching, and professional development

• Financial support: Up to 3% 401(k) matching and financial advisory services

• Team and community engagement: Monthly social events within your market, charitable matching, and great people!

Business Transformation - Director, M&A Advisory

This opportunity comes at an exciting time of growth and evolution for our Business Transformation Practice. Our mission is to support the success of M&A transactions across the full deal lifecycle: pre-deal assessment, operational due diligence, and post-close integration. We help clients achieve their strategic and operational goals, working through a people, process, and technology lens to deliver sustainable results by addressing:

• People: Aligning organizational structures, spans and layers, decision rights, and talent across entities.

• Processes: Standardizing workflows to remove inefficiencies and improve collaboration across functions.

• Technology: Integrating systems and data to support timely, accurate decision-making.

To succeed in this role you will have:

• Extensive experience in M&A integration and strategic operations.

• Direct experience with operational due diligence, both pre-deal assessment and post-close integration.

• Deep operating-model experience: organization design, spans and layers, decision rights, and headcount modeling.

• Exceptional leadership skills with a proven ability to manage cross-functional teams in high-stakes environments.

• An FP&A foundation across budgeting, forecasting, reporting, close, and cash flow forecasting, with the skill to connect financial logic to operating decisions.

• Command of SG&A analysis: run-rate builds, HoldCo versus project-level splits, and peer benchmarking.

• Strong financial modeling skills and comfort working from trial balances, headcount data, and a data room.

• Strong project management expertise, including the ability to oversee large-scale, complex initiatives.

• Deep understanding of post-merger integration best practices, with a focus on delivering measurable results.

• Strategic thinking with the ability to manage competing priorities and balance short-term wins with long-term goals.

• Excellent communication and relationship-building skills to engage and influence stakeholders at all levels, including C-suite executives.

• A collaborative mindset and the ability to foster alignment across diverse groups and cultures.

• A focus on driving results while maintaining attention to detail and ensuring operational excellence.

Key Responsibilities:

• Lead M&A engagements across the deal lifecycle, from pre-deal assessment and operational due diligence through post-close integration.

• Lead operational due diligence on acquisition targets and platforms. Validate operational viability, surface risks and liabilities early, and quantify cost takeout and synergy opportunities.

• Assess the current state across people, process, and technology. Map processes end to end, flag manual steps, and score functional maturity against peers.

• Design future-state operating models, setting spans, layers, decision rights, roles, and headcount for the combined or standalone business.

• Own the financial analysis. Build the SG&A run-rate, the headcount scaling model, and the current-to-pro-forma bridge, and benchmark against relevant peers.

• Act as a trusted advisor to clients, providing strategic guidance and actionable recommendations during the integration process.

• Develop and execute integration plans that address people, processes, and technology to enable smooth transitions and synergies.

• Coordinate cross-functional workstreams, ensuring alignment across operations, such as accounting, finance, HR, IT, and other critical areas.

• Monitor and measure integration progress, identifying risks and opportunities and implementing mitigation strategies as needed.

• Facilitate stakeholder communication and engagement to maintain alignment and momentum during integration.

• Build strong client relationships, instilling confidence and ensuring satisfaction throughout the integration process.

• Mentor and guide internal teams, fostering a culture of collaboration, accountability, and continuous improvement.

• Stay informed on market trends and best practices in M&A integration to enhance client outcomes and drive innovation.

• Analyze current-state processes and design future-state based on industry and firm best practices.

Qualifications:

• Bachelor’s degree in Business Administration, Finance or a related field; MBA or equivalent is strongly preferred.

• Accounting background and/or CPA strongly preferred

• 10+ years of relevant experience in M&A integration, operational due diligence, strategic operations, or organizational transformation.

• Experience building SG&A run-rate models, headcount scaling models, and current-to-pro-forma bridges.

• FP&A experience across budgeting, forecasting, reporting, and cash flow forecasting.

• Demonstrated expertise in managing large-scale, complex post-merger integration projects.

• Familiarity with systems and technology implementation as part of integration processes.

• Exceptional problem-solving and critical-thinking skills.

• Strong proficiency in project management tools and methodologies.

• Background in energy / infrastructure service industry preferred.

In closing...

If this role sounds exciting, apply and let's start the conversation!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.