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