Senior Analyst, M&A Integration
Terex Corporation · Brookfield, WI · 1 mo ago
Finance$7/hrFull-time
About the role
The Integration Management Analyst is a critical contributor within the Integration Management Office (IMO), responsible for enabling disciplined execution and tracking of integration performance. The role focuses on monthly value capture processes, financial tracking, and data‑driven insights, partnering with Finance teams, workstream leaders, and IMO leadership to ensure accurate tracking of synergies, financial performance, and overall integration health.
Responsibilities
- Value Capture & Financial Performance Management
- Support workstream leaders and initiative owners in preparing business cases.
- Manage monthly and quarterly value capture cycles, including data collection, validation, and reconciliation of financial results.
- Maintain and refine synergy tracking models aligned with financial baselines and business cases.
- Partner with Finance to ensure accurate coding, tracking, and reporting of savings and costs.
- Monitor performance against targets, identifying risks, gaps, and under‑performance.
- Prepare materials for value capture reviews, leadership updates, and SteerCo reporting.
- Integration Program Management Support
- Maintain detailed integration plans, task tracking, milestone management, and RAID logs.
- Ensure consistent application of integration governance processes and best practices across workstreams.
- Coordinate updates with workstream leads and track cross‑functional dependencies.
- Escalate risks or bottlenecks impacting execution.
- Support stage‑gate governance, business case updates, and initiative approvals.
- Data Analytics & Business Intelligence
- Develop and maintain dashboards and reporting to track integration KPIs, synergy realization, and execution progress.
- Perform data analysis to identify trends, risks, and performance‑improvement opportunities.
- Ensure data integrity across systems and act as a steward of integration data quality.
- Drive evolution of reporting capabilities using BI tools (e.g., Power BI) to enhance executive visibility.
- Support creation of a “single source of truth” for integration reporting and performance tracking.
- IMO Operations, Reporting & Stakeholder Enablement
- Prepare recurring IMO reporting and executive‑ready summaries of integration performance.
- Support meeting cadence (IMO, workstream, SteerCo) including agenda development and action tracking.
- Develop and maintain process documentation, user guides, and training materials.
- Facilitate communication across stakeholders to ensure alignment and transparency.
- Support onboarding and enablement of new team members and system users.
Requirements
- Bachelor’s degree in Business, Finance, Data Analytics, or a related field.
- Minimum 3 years of experience in finance, strategy, data analysis, project management, or a related discipline.
- Strong attention to detail and ability to manage multiple priorities in a fast‑paced environment.
- Analytical, critical‑thinking, and problem‑solving skills with a results‑oriented mindset.
- Proven ability to work collaboratively across functions and geographies.
- Proficiency in data analysis, Microsoft Office, and familiarity with project‑management methodologies and tools.
- Experience with financial reporting, ERP systems, and BI tools.
- Excellent written and verbal communication skills across cultures and time zones.
- Strong organizational, time‑management, and stakeholder‑management abilities.
- Willingness to travel up to 10 % as required.
Preferred Qualifications
- Master’s degree or MBA.
- Prior experience in the industrial manufacturing OEM market.
- Experience within Integration Management Offices for $1 B+ acquisitions or mergers.
- Familiarity with M&A tools.
- Strong knowledge of AI technologies and software tools to automate key business processes.
Benefits
- Competitive salary and advancement opportunities.
- Full range of benefits including paid vacation, 401(k), medical, dental, and vision coverage.
- Access to global learning and development programs with accredited and specialist training.
- Inclusive, diverse, and supportive workplace culture.
Travel
Must be willing and able to travel locally and globally as required, up to 10 % of the time.