Senior M&A Integration & Separation Lead

RSM US LLP; San Francisco (CA); On-site; USD 99,000 - 168,000; Full time

Job summary

RSM US LLP seeks an Integration & Separation Senior Associate in San Francisco to lead client engagements across the M&A lifecycle, focusing on integration, separation, and synergy realization for private equity and corporate clients.

The role involves managing strategic workshops, evaluating TSAs, identifying operational gaps, and driving value creation through synergy capture and cost optimization. Travel as required and flexible scheduling are expected.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field.
• 1-6 years of experience.

Responsibilities

• Performs analysis related to integration or separation planning, including functional readiness and transition considerations.
• Supports development of integration and separation plans, timelines, and workplans.
• Participates in client meetings and working sessions to gather information and validate assumptions.
• Prepares client-ready materials and supports synthesis of engagement findings.
• Coaches associates and supports review of junior team members' work.

Skills

M&A integration

Education

Bachelor's degree in Business/Finance/Accounting

Job description

RSM US LLP seeks an Integration & Separation Senior Associate in San Francisco to lead client engagements across the M&A lifecycle, focusing on integration, separation, and synergy realization for private equity and corporate clients.

The role involves managing strategic workshops, evaluating TSAs, identifying operational gaps, and driving value creation through synergy capture and cost optimization. Travel as required and flexible scheduling are expected.