Senior Associate – Carve-Out, M&A, & Standalone Advisory
PeopleCaddie · Chicago, IL · 2 wk ago
Finance$85–$110/hrContract
Key Responsibilities
- Support the development of standalone operating models across Finance, IT, HR, Supply Chain, Procurement, and Commercial functions.
- Assess operational interdependencies between parent and carved-out entities to define separation requirements and risks.
- Help design future-state processes, governance structures, and organizational models required for standalone readiness.
- Contribute to Day 1 readiness and cut-over planning to ensure a smooth transition.
- Support the development of TSA schedules, service definitions, pricing assumptions, and exit timelines.
- Aid in structuring TSA arrangements that minimize buyer dependence and reduce seller risk exposure.
- Prepare analyses and materials to support TSA negotiations and stakeholder discussions.
- Track TSA milestones, service obligations, and exit readiness activities.
- Identify standalone costs, one-time separation costs, and stranded cost impacts resulting from divestitures.
- Support synergy, cost optimization, and operational improvement assessments where applicable.
- Build models in Microsoft Excel to evaluate financial scenarios, cost structures, and transition economics.
- Prepare concise, executive-level presentations summarizing findings and recommendations.
- Drive PMO activities including workplans, milestone tracking, issue logs, and stakeholder coordination.
- Cook up with diligence teams across Financial Due Diligence, IT, Human Capital, and Supply Chain.
Qualifications
- Bachelor’s degree in Accounting, Finance, Business, or related field required; MBA preferred.
- 3–5 years of experience in management consulting, M&A advisory, transaction services, corporate development, or transformation.
- Prior experience supporting carve-outs, standalone planning, TSA development, or separation management strongly preferred.
- Strong Microsoft Excel / modeling skills with exceptional attention to operational detail.
- Excellent communication, stakeholder management, and remote collaboration skills.
- Ability to thrive in fast-paced, project-based environments.