CareerPlan

Senior Associate, PEPI M&A - Professional Services Sector

Troy, NY, USFull-time2026-10-08 → 2026-11-09

Core

Senior Associate in M&A and Performance Improvement for the Professional Services sector, supporting private equity firms and corporate clients through complex transactions and transformations.

Role type

Senior Associate, M&A and Performance Improvement (Professional Services)

Builds

Operational due diligence, synergy assessments, standalone cost models, target operating models, Day 1/100 plans, TSAs, and performance improvement programs.

Domain

Private Equity, Mergers & Acquisitions, Professional Services (Consulting, Accounting, Legal, Staffing, Marketing, BPO, Engineering, Technology Services)

Required skills

Advanced financial modeling, Expert Excel, Data analysis, Operational due diligence, Integration management, Synergy capture, Carve-out analysis, TSA development, Project management, Client presentation

Preferred skills

Industry transformation expertise, Organizational design, Digital transformation, Talent management

Technologies

Excel, Financial modeling tools

Responsibilities

Identify key client business issues and oversee workstreams, Develop and validate analysis with innovative approaches, Lead client interactions and present findings to senior stakeholders, Own and maintain key client deliverables (models, trackers, plans), Coordinate across workstreams to ensure alignment and execution