Associate Director – Integration, Separation & Carve-Out

Finance & Office of the CFO

• Own the Finance workstream on post-close integrations and separations — P&L, balance sheet, cash flow, and working capital through the full transaction lifecycle.

• Lead or support the preparation of standalone cost models

• Support management in drafting and pricing TSA-s and the related services (on the sell side) or performing diligence on such agreements (on the buy side

Integration work

• Lead complex integration engagements, translating the sponsor's thesis into a cross-functional plan covering every workstream.

• Build target operating models and re-engineer processes for post-close and NewCo operating states.

• Drive Day 1 integration readiness across functions.

• Own C-suite and sponsor communication on integration progress.

• Drive holistic IMO and program management.

• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.

• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Separation and Carve-Out work

• Lead separation, carve-out, and divestiture engagements end-to-end, including the stand-up of NewCo entities.

• Run functional separation planning and entanglement analysis.

• Structure, negotiate, and manage TSAs and reverse TSAs, including scoping, pricing, service levels, and exit planning.

• Lead legal entity separation, IT and data separation, and employee and customer migrations.

• Stand up standalone operating capabilities for divested businesses.

• Manage stranded cost identification and remediation planning.

• Drive holistic program management and PMO; keep client leadership, deal teams, and third parties aligned through execution.

Internal / Business Development

• Build new client relationships, deepen existing ones, and support partners in go-to-market efforts and proposal creation.

• Play a key role in talent development, including mentoring and coaching junior team members.

• Attract, interview, hire, and retain top talent.
• 7+ years of prior experience in professional services or in-house M&A/integration leadership at a PE-backed company.

• Experience in preparing and reviewing standalone cost models to support carve out transactions.

• Hands-on experience structuring and managing TSAs from inception — scoping, pricing, service levels, and exit planning.

• PE Sponsor relationship management presenting to and advising CFOs, boards, and deal teams.

• Track record of running large-scale transformation projects to completion.

• Direct experience across M&A integrations, carve-outs, and divestitures.

• Experience mentoring and developing junior talent.

• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.

• Continuous learning mindset: Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards
• Bachelor’s degree in Business, Economics, Engineering, Finance, Information Systems, or similar technical discipline.

• CPA or CA credential strongly preferred.

• Willingness to travel to client sites as needed — hybrid delivery model.