West Monroe · 1 month ago
Senior Consultant, M&A (Insurance)
United States
Full-time
Hybrid
Mid, Senior Level
$124K/yr - $146K/yr
4+ years expWest Monroe is a global business and technology consulting firm committed to creating measurable value for clients. The Senior Consultant role focuses on delivering client value in the Insurance sector, driving business development efforts, and mentoring junior consultants while addressing complex business and technology challenges.
Business DevelopmentConsultingInformation ServicesInformation TechnologyService Industry
No H1B
Responsibilities
Serve Private Equity and Corporate Strategic clients across the transaction lifecycle, including platform acquisitions, mergers/integrations, and divestitures/carve-outs
Conduct pre-close technology and operations due diligence, identifying risks and opportunities related to compliance, operations, revenue, and growth
Lead post-close engagements, including Day 1 readiness planning, post-merger integration, carve-out execution, and technology-enabled value creation initiatives such as digital transformation, systems migration, data strategy, and target operating model development
Work directly with clients to implement processes and technologies that drive business value and operational efficiency across business and technical functions
Facilitate client workshops to design future-state business processes, define requirements, and evaluate technology solutions against industry best practices
Interface with all levels of management, including C-level executives, at client organizations
Develop client-ready communications, such as project plans, implementation plans, and financial models, to facilitate decision-making, mitigate risks, and resolve issues
Manage multiple tasks efficiently in a fast-paced, team-oriented environment while maintaining high attention to detail and prioritizing competing demands
Collaborate with engagement teams to establish highly functioning joint project teams and reduce project risk
Build data-driven methodologies and assets for evaluating Insurance services and technology businesses in a due diligence capacity
Enhance frameworks and tools for technology due diligence, advisory engagements, and broader Insurance practice initiatives
Collaborate with software, infrastructure, and security architects to elevate the Insurance advisory capabilities of the M&A team
Actively participate in recruiting top talent, mentoring junior consultants, and contributing to the performance management process
Support business development efforts by creating work plans, pricing estimates, and risk assessments for prospects
Assist in tailoring proposals to client investment needs and constraints, particularly in the Insurance and Financial Services sectors
Build and leverage a professional network by attending industry events and engaging with clients and prospects
Actively participate in M&A and Insurance industry events to stay informed of market trends and competitive dynamics
Qualification
Required
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 (e.g., due diligence, post-merger integration, carve-outs) with Private Equity investors or corporate strategics
Proven ability to manage concurrent projects and workstreams efficiently
Strong analytical, problem-solving, and quality assurance skills
Excellent organizational, verbal, and written communication skills, with the ability to present to C-level executives
Proficiency in project planning methodologies and software development life cycles
Strong interpersonal skills and the ability to thrive in collaborative, team-based environments
Ability to travel up to 30%; travel is typically short-term (2-3 days on-site per diligence project, 50% during post-close execution)
Authorization to work permanently in the United States without sponsorship
A commitment to inclusion, diversity, and openness to new ideas and perspectives
Preferred
Familiarity with SaaS, software company transactions, and technology transformations is preferred
Bachelor's degree or equivalent preferred
Benefits
Medical, dental, vision, and basic life insurance
401k plan
Employee stock ownership program
Annual bonuses
Unlimited flexible time off
Ten paid holidays throughout the calendar year
Ten weeks of paid parental leave
Company
West Monroe
West Monroe offers digital transformation, analytics, cloud, cyber security, business advisory, and management consulting services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
MSD Partners
2021-10-15Series Unknown
2020-01-07Acquired
Leadership Team
Gil Mermelstein
Chief Executive Officer
Kevin McCarty
Co-Founder & Executive Chairman of West Monroe
Recent News
Company data provided by crunchbase