M&A Reporting Specialist

Marsh McLennan

4d • Hybrid

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.

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.

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees