Job description The primary role of the Financial Services Director is to lead teams across various types of M&A pre- and post-deal work and make direct contributions to clients by assisting them on planning and execution related elements in a deal / M&A scenario. The primary responsibilities of the role would include: Business Development and Team building: Support in developing new business across Diligence, integration, carve-out, synergy assessment areas Lead and work on proposals, thought leadership, other practice initiatives Building and leading team for the Financial Services Community of Practitioners (CoP) Support in training team across various Financial Services M&A capabilities Integration / carve-out support: Understand the integration or carve-out vision and strategy set out in the deal objectives Work with C-suite executives, business and internal firm stakeholders to identify guiding principles Evaluate the strategic and commercial feasibility of a deal / transaction including relevant synergies Evaluate the current business capabilities and identify red flags on operational issues/risks Assess the Post deal consolidation and transformation opportunities. Lead the Integration Management office (IMO) for end-to-end program management of work streams involved in the Integration/ carve-out process Identify the target operating model, organization construct and governance model for NewCo Undertake detailed functional planning (e.g. Sales and Marketing, Products, Operations, Procurement, Finance, IT, HR, Credit, Risk, etc.) for Day 1 /100 and End states Support delivery of functional plans Establish Day 1 / Day 100 checklists and workplans Assess the TSA requirements, prepare TSA schedules and TSA exit strategies Cost modelling for one-time and recurring costs due to integration / separation (stranded cost, standalone costs as applicable, etc.) IT integration /carve-out support for post-deal activities: Program / Integration/ Transformation management office planning and readiness Day 1 / 100 Readiness planning Assess the IT landscape and identify the areas of synergies / dis-synergies Vendor evaluation and selection IT spend analysis (including vendor contract reviews for any hidden transactional costs), provide recommendations on the cost efficiencies Bid formulation and vendor management Cutover planning and run-book preparation Facilitate execution of the post deal integration of IT operations and organization Synergy / dis-synergy assessment & delivery: Identify areas of potential synergies / dis-synergies and establish the degree of integration required Define road map for delivery of synergies and advise on synergy benefits tracking Work with functional leads on Synergy realization Operational Diligence delivery: Identify areas across which diligence needs to be undertaken Break down operations into various elements of the value chain Identify processes and systems to be studied as part of diligence Lead and task team to execute the diligence effort Present findings to client and address relevant queries Qualifications A strong and demonstrated interest in consulting specially in thinking through large and complex exercises with 12+ years of relevant experience Candidate should have relevant client facing M&A experience in serving Financial Services players Banks/Insurance companies / NBFCs / Fintechs Prior experience in leading business development, from opportunity identification to conversion into sales, building and managing client relationships Prior experience in driving and managing client engagements and programs. Experience in operating with senior level stakeholders on a daily basis Experience of contributing in large technology led transformation programs Competency in at least one or more of the following technical disciplines: enterprise systems implementation, IT architecture and infrastructure management, post-merger IT integration, carve-out separation, process reengineering Past experience of deal delivery or project management experience with vendor management is necessary Excellent academic credentials for both undergraduate and graduate coursework. MBA preferred Outstanding interpersonal and communication skills, both written and verbal Leadership qualities and the ability to mentor and build high performing teams Great presentation skills Strong advanced MS Excel and MS PowerPoint skills Key Skills Develop self by actively seeking opportunities for growth, share knowledge and experiences with others Understand objectives for clients and, align own work to objectives and set personal priorities Build relationships and communicate effectively in-order to positively influence peers and other stakeholders Good networking and influencing skills Good business awareness, understanding the broader context in which delivery has an impact on overall business performance Confident leadership and influencing style, being able to make an immediate impact with client stakeholders Show more Show less