M&A Director - Business Transformation

Embark • Miami, FL

5d

About The Position

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.

Requirements

• 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.
• 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.

Nice To Haves

• Background in energy / infrastructure service industry preferred.

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.

Benefits

• Unlimited PTO
• Comprehensive healthcare: 100% paid premiums for you and your family
• $150 monthly stipend for holistic development
• Access to CPE credits, learning platforms, coaching, and professional development
• Up to 3% 401(k) matching and financial advisory services
• Monthly social events within your market, charitable matching, and great people!

What This Job Offers

• Job Type: Full-time
• Career Level: Director