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Independent M&A, Transformation, And Strategic Finance Professionals - On Demand

Fintalent.com connects you to a global network of 5,000+ vetted M&A, Integration, Transformation, and Strategic Finance professionals across 52 countries and 20+ industries. 

Our data-driven platform combined with human expertise helps companies get matched with the right professionals for freelance, interim, and permanent mandates.

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Leverage Fintalent to execute global corporate disposals, carve-outs, and Exits

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Inorganic growth is fundamental to our strategy. We were looking for a global partner to help us with our buy-side M&A projects, and found Fintalent. From first contact to project start took less than 2 weeks.

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Free Handbooks: Practical Guides for M&A, PMI & Strategic Finance

What does it take to run better deals, lead a successful integration, or build an independent practice? Explore our collection of guides that take you through the ins and outs of M&A, PMI and strategic finance work. You’ll learn how operators and deal leaders navigate pressure, uncertainty and the messy parts of execution, so you can level up your own playbook and build a reputation for reliably getting complex work over the line.

How to Build a Successful Independent Career in M&A and Finance

A practical guide for M&A, PMI, and strategic finance professionals on winning work, pricing, staying visible, and building an independent practice that compounds over time. 

Fintalent Career Handbook

Where the M&A Playbook Breaks: Lessons from strong buy-side teams

A field guide to the non-repeatable 20-30% of a deal, where standard playbooks stop working and execution risk concentrates – with lessons from strong buy-side teams. 

Fintalent Complexity Handbook

What I've Learned About PMI After 10+ Years in the Field

A senior integration lead on what usually breaks in post-merger integration, how to read the signals before they become crises, and what it takes to lead an integration well.

Fintalent Post Merger Integration Handbook

Free Handbooks: Learn How Agile M&A Teams create more M&A value

How do you leverage freelancers for your M&A team? We’ve create two handbooks to guide you through the ins and outs of flexible talent for both M&A and PMI projects – how they work, pros and cons, and practical checklists and guidelines to get the most value out of your agile M&A team.

The Flexible Future Of Corporate Development

A practical guide on how Corporate Development organizations can leverage M&A freelancers to execute more buy-side deals, faster – with a lean and agile team.

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The Path To PMI Mastery: Building And Staffing For Integration​

A practical guide for first-time and serial acquirers on how external consultants support, lead, and deliver value in post-merger integration scenarios.

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2024 M&A Software Landscape

We analyzed 100+ M&A software vendors, to create the most comprehensive picture of the status quo of M&A software.

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Fintalent provided an M&A freelancer for one of our latest corporate M&A projects. The support was incredibly fast, hands-on and of high quality and critical to advance the project we were not able to address with internal resources.

We needed an interim CFO to help put our fast-growing FinTech on the right track. I found a number of great candidates incredibly fast. We’ve now hired our Fintalent full-time!

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Torsten Hauschildt
Torsten HauschildtHead of M&A, team.blue
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We needed someone experienced to take over immediately. We couldn't allow for any onboarding time. Fintalent gave us a suite of experienced candidates to choose from, and within 3 days maximum, they were already a part of the team and delivering what we needed. When we had another capacity shortage weeks later, I came back because I trusted the quality of the portfolio of people. I knew that if the last person was very good, the new one would be too. And it proved right.
Pawel Netreba
Pawel NetrebaPartner, PPR Ventures
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Fintalent provides fast access to pre-screened, vetted candidates with deep industry experience. For our red flag DD, the expert was super pragmatic, disciplined on scope and time, and focused on the 80/20 that helped us spot early that the target wasn’t the right fit.
Tiam Jafari
Tiam JafariHead of Corporate Development, Cornelsen
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We needed high-quality M&A support for a time-critical acquisition without compromising on rigor. Fintalent provided an expert who delivered structured, decision-ready analysis that was well received by our senior stakeholders. Their process is frictionless and transparent, allowing us to scale expertise exactly when needed without the typical long onboarding cycles.

Recently Posted Projects

Corporate Finance & Fundraising Advisor (Europe | Hybrid | Start: ASAP)

Project
We are supporting a Swiss-based international industrial business in its search for a senior corporate finance professional to prepare and support a USD 20–30 million capital raise through a combination of debt and equity. The successful candidate will work directly with the CEO and CFO to sharpen the investment case, enhance the existing financial model, and prepare compelling materials for potential investors and lenders. The role will also support the assessment of appropriate financing options and capital structures for the business. The engagement will initially require a high level of commitment, with the workload expected to decrease as the fundraising process progresses. The candidate can be based elsewhere in Europe but should be available to travel to Zurich for the kick-off and other important meetings. Responsibilities / Refine and clearly articulate the investment case for the planned capital raise. / Review, challenge, and enhance the existing financial model, forecasts, and underlying assumptions. / Prepare investor- and lender-ready presentations and supporting fundraising materials. / Assess potential funding structures across equity and debt. / Evaluate financing alternatives including incremental facilities, refinancing, and other appropriate structures. / Advise the CEO and CFO on funding strategy and capital structure considerations. / Translate financial, operational, and strategic information into a credible and compelling story for capital providers. / Provide additional support during the fundraising process as required. Requirements / Strong experience in corporate finance, fundraising, debt advisory, investment banking, or senior finance roles. / Demonstrated experience preparing and supporting debt and/or equity fundraising processes. / Strong hands-on financial modelling, forecasting, and investment case development capabilities. / Ability to develop high-quality materials for investors, lenders, and other capital providers. / Strong understanding of financing structures and capital structure considerations. / Ability to work directly and credibly with CEO and CFO-level stakeholders. / Professional fluency in English. / Based in Europe and available to travel to Zurich when required. Nice to Have / Experience with industrial, commodities, trading, manufacturing, or other working-capital-intensive businesses. / Experience with both debt and equity fundraising. / Exposure to acquisition financing or growth capital. / Experience with borrowing-base, asset-backed, inventory-linked, or similar financing structures. / Cross-border fundraising experience. Scope of Work / Investment case development. / Financial model review and enhancement. / Equity and debt fundraising materials. / Capital structure and financing options assessment. / Investor and lender positioning. / CEO and CFO-level financing support. / Potential follow-on support during fundraising execution. Ideal Profiles / A senior Corporate Finance or Investment Banking professional with hands-on fundraising experience. / An experienced debt and equity fundraising advisor with strong modelling and investment case capabilities. / A senior finance professional or former CFO with direct experience preparing and executing capital raises. / A corporate finance professional with experience in industrial or working-capital-intensive businesses.

Senior M&A Deal Lead – International M&A (Paris, Hybrid, Start ASAP)

Project
We are supporting an international corporate in its search for a senior interim M&A professional to lead strategic transaction projects across multiple jurisdictions. The engagement will commence as soon as possible and is expected to run full-time for approximately three to four months. The successful candidate will independently lead end-to-end M&A processes across both acquisitions and divestitures, working closely with senior management on international strategic transactions. The role requires an experienced execution professional who combines strong financial and strategic thinking with excellent presentation skills, executive presence, and the ability to drive complex cross-border transactions from inception through signing and closing. The role follows a hybrid working model with three days per week based in the Paris office and two days remote. Responsibilities: / Lead end-to-end buy-side and sell-side M&A transactions from initial assessment through signing and closing. / Coordinate financial, legal, tax, commercial, operational, and other due diligence workstreams across internal teams and external advisers. / Prepare and review investment memoranda, management presentations, board materials, and transaction documentation. / Develop valuation analyses and strategic recommendations to support executive decision-making. / Drive transaction governance, stakeholder communication, negotiations, and overall project execution across multiple workstreams. / Work directly with senior management and external counterparties throughout the transaction lifecycle. Requirements: / Approximately 8–15 years of M&A, Investment Banking, Corporate Development, Strategy Consulting, or Transaction Advisory experience. / Demonstrated experience independently leading end-to-end buy-side and sell-side transactions. / Strong financial analysis, valuation, and transaction execution capabilities. / Outstanding PowerPoint and executive presentation skills, with experience preparing decision-ready materials for senior stakeholders. / Proven experience coordinating international transactions involving multiple stakeholders and advisers. / Professional fluency in English. / Willingness to work on-site in Paris three days per week. Nice to Have: / Previous experience with a bulge bracket investment bank or another leading international M&A advisory firm. / Previous experience with a top-tier strategy consultancy (e.g. MBB) combined with meaningful transaction exposure. / Experience across mid-cap and large-cap M&A transactions. / Professional French language capability. / Experience across multiple industries and international transaction environments. Scope of Work: / Lead strategic international M&A transactions from opportunity assessment through signing and closing. / Coordinate all due diligence workstreams and external advisers. / Prepare valuation analyses, executive presentations, and decision materials. / Support negotiations, governance, and executive stakeholder management throughout the transaction lifecycle. / Act as the central execution lead across concurrent international M&A projects. Ideal Profiles: / A Vice President or Director from a bulge bracket investment bank or another leading international M&A advisory firm with extensive international transaction experience. / A senior Corporate Development professional who has repeatedly led international acquisitions and divestitures from evaluation through closing. / A former MBB consultant or other top-tier strategy consultant who has subsequently built significant hands-on M&A execution experience and combines strategic thinking with exceptional executive communication skills.

Interim Restructuring & Cost Transformation Lead (Madrid | Hybrid | Start: ASAP)

Project
We are supporting a PE-backed services business in its search for a senior interim professional to lead a major cost reduction programme within its Spanish operations. The business employs approximately 2,000 people in Spain and operates in a highly people-intensive environment. The successful candidate will take ownership of the cost reduction programme and drive it through hands-on execution and delivery of measurable P&L savings. The business has access to external advisors and additional project support, but requires a senior leader who can close the execution gap, take accountability for the programme, and maintain a high pace of implementation. This is a full-time, hands-on leadership role for an experienced restructuring or transformation professional who can focus exclusively on the programme and operate effectively in a PE-backed environment. The project is expected to run for 6-12 months. Responsibilities: / Lead the design and execution of a company-wide cost reduction and restructuring programme. / Identify, prioritise, and implement cost-reduction opportunities across the organisation. / Translate cost-reduction objectives into concrete initiatives, implementation plans, and financial targets. / Drive initiatives through execution and ensure savings translate into measurable P&L impact. / Lead organisational and workforce-related restructuring initiatives in a people-intensive services environment. / Establish effective programme governance, tracking, and accountability. / Work alongside external advisors and project resources while retaining ownership of programme execution. / Manage the operational and organisational implications of cost-reduction measures. / Work closely with senior management and the PE-backed shareholder to maintain pace and alignment throughout the programme. Requirements: / Significant experience leading cost reduction, restructuring, performance improvement, or transformation programmes. / Demonstrated hands-on experience delivering substantial cost reductions in services or other people-intensive businesses. / Strong project leadership and execution capabilities, with the seniority to independently own a major transformation programme. / Experience with organisational and workforce restructuring and familiarity with the Spanish labour environment. / Ability to operate at high pace and translate restructuring objectives into measurable financial results. / Experience working with senior management and demanding stakeholders in complex business environments. / Professional fluency in Spanish and English. / Ability to work full-time and be regularly present in Madrid. Nice to Have: / Direct experience with Spanish labour restructuring and collective workforce processes. / Experience in PE-backed businesses or working directly with private equity shareholders. / Experience within tech-enabled services, financial services, BPO, processing, or similar operationally complex service businesses. / Background in restructuring, performance improvement, value creation, or senior operational leadership. Scope of Work: / Cost reduction and restructuring programme leadership. / Hands-on implementation of cost-saving initiatives. / Organisational and workforce restructuring. / P&L savings delivery and tracking. / Programme governance and execution management. / Coordination with external advisors and project resources. / Senior management and shareholder reporting. Ideal Profiles: / A senior restructuring or performance improvement professional with significant hands-on cost-out execution experience. / A senior transformation or operational leader who has personally delivered major cost reduction programmes in people-intensive businesses. / A PE value creation or operating professional with direct responsibility for transformation execution. / A senior restructuring or turnaround advisor with strong implementation credentials and the ability to personally own execution.

Senior Buy-Side M&A Lead – Alcohol & Beverages (UK / Ireland | Start: ASAP)

Project
We are supporting a global consumer group in its search for a senior M&A professional to support its expansion into alcoholic beverages through acquisitions in Europe. The engagement is expected to run for approximately six to nine months, with a particular focus on potential distillery acquisitions in Scotland. The successful candidate will work alongside the client's existing M&A team, providing senior transaction leadership and judgement throughout the acquisition process. The role will focus on assessing potential opportunities, challenging valuations and transaction assumptions, guiding negotiations and deal terms, and helping the client determine what constitutes an attractive transaction from both a strategic and financial perspective. The candidate should be based in the UK or Ireland and willing to travel to potential acquisition targets as well as periodically to the client's headquarters in India. Responsibilities: / Advise and support the client's M&A team on potential acquisitions within the alcoholic beverages sector. / Assess acquisition opportunities from strategic, commercial, and financial perspectives. / Review and challenge valuations, transaction assumptions, and proposed deal economics. / Provide senior guidance on negotiations, pricing, transaction structure, and key commercial terms. / Bring relevant alcohol and beverage transaction experience to identify potential risks, opportunities, and sector-specific considerations. / Work alongside the client's M&A team throughout diligence and transaction execution. / Support senior management in determining the attractiveness of individual acquisition opportunities. / Participate in discussions with targets, management teams, and other transaction stakeholders as required. Requirements: / Demonstrated senior-level M&A, Corporate Development, Investment Banking, or transaction advisory experience. / Direct transaction experience within alcoholic beverages. / Strong buy-side M&A execution experience, including valuation, negotiation, and transaction structuring. / Experience advising or working with strategic acquirers or corporate M&A teams on significant transactions. / Strong commercial judgement and ability to independently challenge transaction assumptions and recommendations. / Experience working on European and/or UK transactions. / Professional fluency in English. / Based in the UK or Ireland. / Willingness to travel to acquisition targets and periodically to India. Nice to have: / Direct transaction experience involving distilleries or spirits businesses. / Existing relationships within the UK and European alcoholic beverages sector. / Experience with cross-border acquisitions involving international strategic buyers. / Experience advising large consumer or beverage groups on acquisitions and category expansion. Scope of Work: / Strategic assessment of acquisition opportunities. / Valuation review and transaction economics. / Negotiation and deal-term advisory. / Transaction structuring and commercial assessment. / Sector-specific M&A guidance. / Support throughout diligence and transaction execution. / Senior decision support for the client's M&A team and management. Ideal Profiles: / A senior Corporate Development or M&A professional with repeated transaction experience in alcoholic beverages. / A former senior Investment Banker with significant beverage, alcohol, or spirits transaction experience. / An experienced independent M&A professional with strong alcohol-sector expertise and a track record supporting strategic buyers. / A former Corporate Development executive from a major beverage or consumer group with hands-on acquisition experience.

Part-Time M&A Origination Lead – Industrial Buy & Build (US Remote | Start: ASAP)

Project
We are supporting a private equity-backed portfolio company in its search for a part-time M&A origination professional to support its buy-and-build strategy within the industrial products sector. The engagement will commence as soon as possible and is expected to require approximately 10–20 hours per week. The successful candidate will take ownership of identifying, mapping, and qualifying acquisition opportunities across fragmented industrial markets. Working closely with the investment team, the role focuses on building a high-quality acquisition pipeline through structured market mapping, target screening, and outbound origination. The position is fully remote, with a preference for candidates based in the United States or Canada. Responsibilities: / Build and maintain acquisition target lists aligned with the company's investment strategy. / Conduct market mapping across relevant industrial manufacturing and distribution sectors. / Identify, qualify, and prioritize acquisition opportunities based on strategic fit, size, ownership profile, and geography. / Support outbound outreach to business owners, intermediaries, and other potential acquisition sources. / Maintain accurate pipeline tracking, qualification notes, and next-step recommendations. / Prepare concise market summaries and target profiles for internal decision-making. Requirements: / Demonstrated experience in M&A origination, Corporate Development, buy-side advisory, or acquisition sourcing. / Proven ability to identify, qualify, and prioritize acquisition targets independently. / Experience supporting buy-and-build or sponsor-backed acquisition strategies. / Strong research, market mapping, and pipeline management capabilities. / Professional fluency in English. Nice to have: / Experience within industrial products, manufacturing, B2B distribution, or related sectors. / Experience sourcing acquisition opportunities across North America. / Familiarity with fragmented founder-owned lower middle market businesses. / Previous exposure to public safety, infrastructure, or industrial safety product markets. Scope of Work: / Target universe definition and screening. / Market mapping and acquisition pipeline development. / Acquisition target qualification. / Outbound origination support. / Pipeline reporting and market intelligence. Ideal Profiles: / A Corporate Development professional with significant buy-side origination experience. / An M&A origination specialist from a private equity-backed portfolio company. / An investment professional with responsibility for acquisition sourcing and pipeline development. / A buy-side M&A advisor with experience identifying founder-owned acquisition opportunities.

German-Speaking Commercial Due Diligence Consultant (Start asap)

Project
An immediate-start commercial due diligence engagement is being run for a private-sector client, with an initial duration of two weeks. The client needs a manager-level CDD professional who can lead or independently drive core diligence workstreams with minimal ramp-up. Publishing or adjacent media-sector exposure is helpful, and very strong German and English are mandatory. Munich is preferred, though remote delivery is acceptable. Responsibilities: / Lead core commercial due diligence workstreams across market sizing, competitor mapping, and growth assessment. / Structure and execute market research, management input synthesis, and customer or expert interview analyses. / Develop investment-oriented findings, commercial insights, and transaction-ready recommendations. / Prepare clear, client-ready presentations and commercial due diligence outputs. / Deliver high-quality work within a fast-paced two-week transaction timeline. / Collaborate effectively with German- and English-speaking stakeholders. Requirements: / Demonstrated commercial due diligence experience with ownership of key workstreams. / Strong experience assessing markets, competitors, customer dynamics, and growth opportunities. / Ability to produce high-quality commercial analysis and investment-oriented recommendations. / Professional fluency in German and English. / Availability to contribute full-time on a daily basis for approximately two weeks. Nice to have: / Previous experience in publishing, media, information services, or adjacent sectors. / Experience supporting commercial due diligence projects in the German market. / Previous experience delivering short-duration, high-intensity transaction engagements. / Based in or able to travel to Munich if required. Scope of Work: / Commercial market assessment. / Competitive landscape analysis. / Growth and investment thesis validation. / Commercial due diligence reporting. / Bilingual stakeholder communication. Ideal Profiles: / A Commercial Due Diligence consultant from a strategy consulting firm with experience leading buy-side diligence workstreams. / A Transaction Advisory or Strategy consultant with significant commercial due diligence experience across multiple industries. / A Commercial Due Diligence specialist with experience delivering fast-paced investment support for private equity clients. / An experienced strategy consultant with strong market analysis skills and transaction exposure.

Fractional M&A Senior Associate (US Remote | Start: ASAP)

Project
We are supporting a family office-backed investment firm in its search for a fractional M&A professional to support a recurring pipeline of lower middle market add-on acquisitions. The engagement will commence as soon as possible and is expected to run for several months at approximately 50–75% capacity. The successful candidate will become part of a lean investment team and provide hands-on execution support across multiple live acquisitions. Responsibilities span transaction modelling, presentation development, due diligence coordination, advisor management, financing support, closing activities, and post-close follow-up. The role is fully remote, with a preference for candidates based in the United States. Responsibilities: / Support buy-side acquisition processes from diligence through signing and closing across multiple live transactions. / Build and maintain financial models, acquisition analyses, and transaction-related Excel materials. / Prepare investment presentations, committee materials, and executive-ready PowerPoint deliverables. / Coordinate due diligence workstreams, virtual data rooms, and external advisers including legal counsel, accountants, and lenders. / Support financing, refinancing, closing readiness, and transaction documentation. / Track post-close obligations including working capital adjustments, earn-outs, seller payments, and other transaction milestones. / Work closely with the investment team to maintain execution momentum across an active acquisition pipeline. Requirements: / Demonstrated experience supporting buy-side M&A transactions in Investment Banking, Private Equity, Corporate Development, Transaction Advisory, or similar execution environments. / Strong financial modelling and transaction analysis capabilities. / Advanced PowerPoint skills with experience preparing investment and transaction materials. / Experience coordinating due diligence processes and multiple external advisers. / Ability to manage multiple workstreams independently in a lean investment environment. / Professional fluency in English. Nice to have: / Experience supporting recurring add-on acquisitions within a buy-and-build strategy. / Exposure to refinancing processes and lender coordination. / Experience combining transaction execution with post-close integration follow-up. / Previous experience within a family office, sponsor-backed investment firm, or private equity environment. Scope of Work: / Buy-side transaction execution support. / Financial modelling and valuation analysis. / Investment presentation and committee material preparation. / Due diligence and advisor coordination. / Financing, closing, and post-close execution support. Ideal Profiles: / An Investment Banking Associate or Senior Associate with hands-on buy-side M&A execution experience. / A Private Equity Associate supporting lower middle market acquisitions and portfolio investments. / A Corporate Development Associate with experience executing acquisitions within an active buy-and-build environment. / A Transaction Advisory professional with strong financial modelling skills and end-to-end transaction execution experience.

US-Based Senior Transaction & Negotiation Advisor for Shareholder Buyout (Immediate Start)

Project
We are supporting the selling shareholder of a privately held lower middle market trading business in its search for a senior transaction advisor to support the sale of a 50% ownership stake to an existing business partner. An independent valuation has already been completed by a valuator jointly agreed by both parties. The buyer has proposed commercial terms that differ from the findings of the independent valuation. Consequently, the primary challenge is not financial modelling, but negotiating commercial terms, interpreting the valuation, and helping bridge the gap between the independent valuation and the buyer's proposed terms. The successful candidate will act as a trusted intermediary and negotiation advisor, helping the seller structure discussions, explain the valuation rationale, and navigate a sensitive shareholder transaction. The role is fully remote but requires availability during US Central Time business hours. Responsibilities / Advise the selling shareholder throughout the negotiation of a 50% ownership transfer to the existing business partner. / Translate the independent valuation into clear commercial arguments and negotiation positions. / Review proposed pricing, payment structures, seller financing, and other commercial terms. / Help bridge differences between the parties while protecting the client's commercial interests. / Identify potential negotiation risks and propose practical solutions to facilitate agreement. / Support discussions with legal counsel regarding transaction structure and documentation where required. / Act as an experienced sounding board throughout the transaction until commercial agreement is reached. Requirements / Approximately 10+ years of experience in M&A, corporate finance, private-company transactions, or transaction advisory. / Demonstrated experience advising on shareholder buyouts, founder exits, partner buyouts, or closely related bilateral transactions. / Strong negotiation skills and the ability to represent or advise business owners in sensitive commercial discussions. / Ability to interpret independent valuation reports and translate their findings into effective negotiation strategies. / Comfortable working directly with entrepreneurs and owner-managed businesses. Nice to Have / Experience advising privately held trading, distribution, brokerage, or commercial businesses. / Prior experience with partner buyouts, shareholder transactions, or succession situations. / Familiarity with deferred consideration, seller financing, earn-outs, or alternative transaction structures. / Experience working with US-based privately held businesses. Scope of Work / Review the completed independent valuation and prepare the seller's negotiation strategy. / Advise on pricing, payment terms, financing structure, and commercial protections. / Support live negotiations with the buyer throughout the transaction. / Coordinate commercial positions with legal advisors where appropriate. / Help guide the transaction toward a mutually acceptable commercial agreement. Ideal Profiles / A senior M&A advisor with extensive experience negotiating shareholder buyouts, founder exits, and private-company transactions. / A former investment banker or corporate finance advisor who has repeatedly advised owner-managed businesses on bilateral share sales and commercial negotiations. / An experienced transaction advisor or boutique M&A professional who combines strong valuation knowledge with excellent commercial negotiation skills. / An experienced independent M&A or corporate finance advisor who regularly supports owners of privately held businesses in shareholder transactions, valuation discussions, and commercial negotiations.

Interim Order-to-Cash Process Improvement Lead – SaaS (SAP & Salesforce)

Project
We are supporting a SaaS company seeking an experienced Interim Order-to-Cash (OTC) professional to stabilise and improve its OTC operations within the German entity. The engagement combines hands-on operational support with process optimisation, audit-proof documentation, and root cause analysis to improve execution quality and prevent recurring issues. Working closely with Finance, Sales, and Salesforce teams, the successful candidate will help establish sustainable controls while reducing the existing operational backlog. This is a hands-on operational improvement mandate rather than a pure transformation or advisory role. The ideal candidate combines deep OTC process expertise with a pragmatic, execution-focused mindset and is comfortable balancing strategic process improvements with day-to-day operational support. Responsibilities: / Support the German OTC team in reducing the existing operational backlog while ensuring accurate and compliant order-to-cash execution. / Establish, document, and optimise audit-ready OTC processes for the German entity based on the existing global process framework. / Perform root cause analysis on recurring process issues across Sales and OTC operations, identifying opportunities to improve execution quality and reduce future errors. / Collaborate closely with the Salesforce team to implement practical guardrails that improve upstream data quality and minimise process failures. / Educate Sales, Finance, and OTC stakeholders on compliant process execution, process ownership, and best practices. / Help align the German entity's OTC operations with the company's broader finance operating model while driving sustainable process improvements. Requirements: / 6–10 years of experience in Order-to-Cash, Finance Operations, Revenue Operations, or OTC transformation roles. / Demonstrated hands-on experience improving OTC processes, internal controls, documentation, and operational execution. / Strong understanding of SaaS or subscription-based business models and their Order-to-Cash processes. / Practical working experience with both SAP and Salesforce across order management, billing, revenue, or customer operations workflows. / Proven ability to collaborate across Finance, Sales, Operations, and Systems teams while driving process improvements. / Demonstrated ability to influence stakeholders, improve process discipline, and establish sustainable operational controls. Nice to have: / Experience supporting German or DACH finance organisations. / Exposure to shared services or multi-entity international operating environments. / Experience leading operational remediation, stabilisation, or backlog reduction initiatives. / Experience preparing finance processes and controls for audit or compliance requirements. Scope of Work: / Stabilise the German OTC operation and support the reduction of the existing operational backlog. / Establish and document audit-ready Order-to-Cash processes aligned with the global process framework. / Improve process quality through structured root cause analysis, stakeholder education, and cross-functional collaboration. / Implement practical process guardrails together with Finance, Sales, and Salesforce teams to reduce recurring operational issues and improve execution quality. / Deliver a sustainable, well-documented OTC operating model over an initial 3–4 month interim engagement. Ideal Profiles: / An Order-to-Cash Manager or OTC Process Lead from a SaaS or subscription-based business who has successfully stabilised and improved finance operations while remaining hands-on in daily execution. / A Finance Transformation or Business Process Improvement Manager with deep OTC expertise, practical SAP and Salesforce experience, and a strong track record of implementing sustainable finance processes and internal controls. / An interim Finance Operations or Revenue Operations specialist who repeatedly supports companies through operational clean-up, process remediation, and OTC transformation projects, combining strategic process thinking with hands-on delivery.

M&A Associate — Financial Modelling & Due Diligence (Buy-Side / IoI-Stage)

Project
We are supporting a client on a live buy-side M&A transaction currently at the Indication of Interest (IoI) stage. The target company operates in the electronics sector and forms part of a larger corporate group. As the transaction progresses toward a more advanced offer stage, the client is seeking an experienced M&A Associate to take ownership of the financial modelling and valuation work while coordinating the financial due diligence process. The role combines two core responsibilities: developing the buy-side financial business plan and investment case, and managing the due diligence process to ensure timely delivery of information and analysis. This is a lean, execution-focused engagement suited to an Associate or Senior Associate who is comfortable working independently with limited supervision. As the client is based in New Jersey, candidates must be able to work within US East Coast business hours. Responsibilities: / Build and maintain the core buy-side financial model, including a fully integrated three-statement operating model and valuation outputs. / Develop the financial business plan and assess the investment impact to support the client's acquisition decision. / Perform DCF, comparable company, and precedent transaction analyses to establish and refine the valuation range. / Own and coordinate the financial due diligence process, managing request lists, workstreams, and information flow with the target company and external advisors. / Analyse target financials, including earnings quality, working capital, net debt, and other key value drivers influencing the investment case. / Perform scenario and sensitivity analyses to evaluate downside risks and investment assumptions. / Prepare investment and decision-making materials summarising valuation conclusions, diligence findings, risks, and recommendations. / Support the refinement of the initial indication of interest into a more developed offer as the transaction advances. Requirements: / 3–5 years of transaction experience in Investment Banking M&A, Corporate Finance, or Financial Due Diligence / Transaction Services. / Demonstrated ability to independently build and maintain integrated three-statement financial models and valuation models supporting buy-side investment decisions. / Strong command of DCF, trading comparables, and precedent transaction valuation methodologies. / Hands-on experience managing or coordinating financial due diligence workstreams on live M&A transactions. / Ability to work autonomously in a lean deal team and take ownership of key deliverables. / Professional fluency in English. / Availability to work within US East Coast business hours throughout the engagement. Nice to Have: / Previous buy-side transaction experience from a corporate development, private equity, or strategic acquisition environment. / Experience preparing investment committee materials or board-level transaction presentations. / Quality of Earnings (QoE) experience. / Prior exposure to the electronics sector. Scope of Work: / Develop and own the buy-side financial business plan and valuation model for a live acquisition opportunity. / Coordinate and manage the financial due diligence process from the IoI stage through the next phases of the transaction. / Deliver financial analysis and investment recommendations supporting the client's acquisition decision. / Work directly with the client and external advisors as part of a lean, remote deal team operating on US East Coast business hours. / Initial engagement of approximately 8–12 weeks, with the possibility of extension as the transaction progresses. Ideal Profiles: / An M&A Associate or Senior Associate (3–5 years) from a bulge-bracket, elite boutique, or mid-market investment bank with a strong track record in financial modelling, valuation, and live transaction execution. / A Financial Due Diligence or Transaction Services Associate / Senior Associate from a Big Four Deals practice or specialist advisory firm who combines strong financial analysis with hands-on transaction execution and valuation experience. / A hybrid profile with experience across investment banking, transaction services, corporate development, or private equity, bringing deep financial modelling capabilities together with practical buy-side due diligence experience.

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