Senior Consultant, M&A (Financial Services)

The role

A Senior Consultant will serve Private Equity and Corporate Strategic clients across the transaction lifecycle. This role involves conducting due diligence, leading post-close engagements, and driving business development for the Insurance M&A practice.

What you will do

• Serve Private Equity and Corporate Strategic clients across the transaction lifecycle
• Conduct pre-close technology and operations due diligence
• Lead post-close engagements including integration and carve-out execution
• Implement processes and technologies to drive business value
• Facilitate client workshops to design business processes and evaluate technology
• Interface with C-level executives
• Develop client-ready communications and financial models
• Collaborate with engagement teams to reduce project risk
• Leverage AI tools to accelerate analysis and support recommendations
• Build data-driven methodologies and assets for Insurance services

Required qualifications

• 4+ years of experience in consulting, M&A, or IT within the Insurance industry
• Strong knowledge of Insurance sub-sectors including brokers, carriers, MGAs, InsurTech, BPO/Insurance Services, and FinTech
• Experience in M&A-centric roles with Private Equity investors or corporate strategics
• Ability to manage concurrent projects and workstreams
• Strong analytical, problem-solving, and quality assurance skills
• Excellent organizational, verbal, and written communication skills
• Experience integrating AI tools into day-to-day workflows
• Proficiency in project planning methodologies and software development life cycles
• Strong interpersonal skills
• Authorization to work permanently in the United States without sponsorship

Nice to have

• Familiarity with SaaS, software company transactions, and technology transformations
• Bachelor’s degree or equivalent

Benefits

• Medical, dental, vision, and basic life insurance
• 401k plan
• Employee stock ownership program
• Annual bonuses
• Unlimited flexible time off
• Ten paid holidays
• Ten weeks of paid parental leave

Before you apply

• Authorization to work permanently in the United States without sponsorship

About the company

West Monroe is a global business and technology consulting firm. They focus on bringing business and technology together to create measurable value for clients.