Job Description
About the position
We are seeking a proactive M&A Reporting Specialist with 2+ years of experience to join our Controllership team. This role plays a key part in supporting due diligence research and pre-integration planning activities to enable effective integration and optimization of legal entities acquired through mergers and acquisitions. The successful candidate will contribute to reporting and process improvement initiatives across the M&A lifecycle, collaborating closely with cross-functional teams to drive seamless integration and operational efficiency. This role requires working from our NYC office at least three days a week.
- Responsibilities
- Conduct detailed research and analysis to support due diligence efforts during the M&A process.
- Provide insights that inform integration planning and risk mitigation strategies.
- Coordinate and support pre-integration activities, including data collection, documentation, and timeline management.
- Collaborate with internal teams to prepare integration readiness materials and checklists.
- Support the integration and optimization of newly acquired legal entities into the company’s organizational and financial structure.
- Assist in developing and implementing standardized processes to ensure efficient and compliant entity integration.
- Identify opportunities to streamline entity structures and improve operational effectiveness post-integration.
- Provide insights that inform integration planning and risk mitigation strategies.
- Prepare and maintain comprehensive reports on integration status, milestones, and key performance indicators for senior stakeholders.
- Track progress across all phases of the M&A lifecycle to ensure timely and effective execution.
- Identify and recommend enhancements to integration processes and reporting tools to increase efficiency and consistency.
- Support the rollout of best practices and standardized methodologies across integration projects.
- Work closely with Corporate Development, Finance and other stakeholders to facilitate smooth integration activities.
- Communicate effectively to resolve issues and align on integration objectives.
- Requirements
- A Bachelor’s degree in Finance, Business, or a related field.
- A minimum of 2 years of relevant experience in M&A integration, corporate development, finance, or business analysis.
- Nice-to-haves
- Experience supporting legal entity integration and process optimization preferred.
- Strong organizational, analytical, and project coordination skills.
- Excellent communication skills, with the ability to engage effectively across multiple teams and levels.
- Proficiency in Microsoft Office (Excel, PowerPoint, Word) and comfortable working with data and reporting tools.
- Ability to thrive in a dynamic, fast-paced environment and manage multiple priorities.
- Willingness to work in-office at least 3 days per week.
- Benefits
- We help you be your best through professional development opportunities, interesting work, and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
- health and welfare benefits
- tuition assistance
- 401K savings and other retirement programs
- employee assistance programs
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