Senior M&A Finance Consultant – Transaction Diligence&Integration Leadership

RGP; San Rafael (CA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability Insurance

401(k) Savings Plan

Employee Stock Purchase Plan

Professional Development Program

Paid Time Off

Paid Sick Time

Job summary

RGP is seeking a Senior M&A Finance Consultant to lead finance workstreams across the full lifecycle—from diligence through close and post-close integration. The role partners with finance and cross-functional teams to drive alignment and value realization across global operations.

The position sits at the intersection of finance diligence, deal execution, and integration program management, requiring strong judgment, problem‑solving, and stakeholder agility.

Qualifications

• 9+ years across M&A finance, transaction advisory, or corporate FP&A.
• Experience in financial due diligence, modeling, and post-close integration.
• Strong analytical and judgment skills; synthesize data into clear recommendations.
• Experience leading cross-functional projects across multiple finance disciplines.

Responsibilities

• Lead finance activities across acquisitions, divestitures, and strategic initiatives, including diligence, planning, and post-close execution.
• Conduct financial analysis and due diligence on targets: historical/forecast performance, working capital, cash flow, and transaction fundamentals.
• Partner with FP&A, Accounting, Tax, Treasury, Procurement, and Legal to support decision-making and finance readiness.
• Provide finance input on deal structures, working-capital adjustments, funds-flow mechanics, escrows, and closing requirements.
• Translate diligence findings into actionable recommendations and integration roadmaps for leadership.
• Coordinate Day 1 finance operations across R2R, O2C, P2P, Payroll, and Treasury functions.
• Develop and execute integration governance, milestones, and risk-management for accelerated value realization.

Skills

M&A finance

Transaction advisory

Strategic finance

FP&A

Cross-functional leadership

Education

CPA

MBA

Tools

ERP/Finance tools

Job description

RGP has partnered with a major technology organization in identifying a Senior M&A Finance Consultant who can lead finance workstreams across the full M&A lifecycle — from diligence through close and post‑close integration.

The ideal professional is a strategic business partner with deep financial acumen, transaction advisory experience, and a track record of driving alignment across global Finance and cross‑functional teams.

This engagement sits at the intersection of finance diligence, deal execution, and integration program management, requiring strong judgment, problem‑solving skills, and stakeholder agility.

What you will work on

• Lead finance activities across acquisitions, divestitures, and strategic initiatives — including diligence, deal planning, close readiness, and post‑close execution.
• Conduct financial analysis and due diligence on targets: historical and forecast performance, working capital, cash flow, and transaction fundamentals.
• Partner with FP&A, Accounting, Tax, Treasury, Procurement, and Legal teams to support decision‑making and ensure finance readiness.
• Provide finance input on deal structures, purchase‑price adjustments, funds‑flow mechanics, escrows, and closing requirements.
• Translate diligence findings into actionable recommendations and integration roadmaps for leadership.
• Coordinate Day 1 finance operations across Record‑to‑Report, Order‑to‑Cash, Procure‑to‑Pay, Payroll, and Treasury functions.
• Develop and execute integration governance, milestone tracking, and risk‑management processes for accelerated value realization.
• Continuously identify opportunities to improve and standardize M&A finance processes, tools, and templates across transactions.

What you will bring

• 9+ years across M&A finance, transaction advisory, strategic finance, or corporate FP&A.
• Proven success supporting transactions through financial diligence, modeling, and post‑close integration.
• Strong analytical and business‑judgment skills; able to synthesize complex data into clear recommendations.
• Experience leading cross‑functional projects across multiple finance disciplines.
• Deep understanding of core finance processes (R2R, O2C, P2P, FP&A, Treasury, Tax).
• Highly effective communicator comfortable engaging senior leadership and multiple stakeholders in a matrixed environment.
• Expertise in negotiation of deal‑related financial terms (working‑capital peg, cash requirements, purchase‑price mechanics).
• Advanced proficiency with enterprise finance tools and reporting systems.
• Continuous‑improvement orientation with experience enhancing finance governance and operating models.
• CPA, MBA, or other advanced credential preferred.
• Prior experience within technology, software, SaaS, or cloud‑services environments beneficial.

What you can expect

• An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies and qualities that set our team apart.

• Compensation commensurate with your qualifications, experience, and other factors including geographic location, market and operational factors.

• Total Rewards include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off and Paid Sick Time (in geographies where legally required).

What we do

At RGP, we're creating a future where businesses produce their best work without constraints. We've built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on‑demand talent, next‑generation consulting, and outsourced services to support organizations at every stage of their growth journey. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long‑term success through bold innovation and fearless collaboration. Our values guide everything we do and strengthen our commitment to people. By combining smart processes, human‑centered design, and advanced technology, we celebrate our team's excellence and ensure we grow together. We believe in the power of continuous learning and development to drive both individual and organizational success. It’s time to rethink how work gets done. Dare to Work Differently with RGP. RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.