Moss Adams LLP Transaction Services Director, Post-Merger Integration in San Francisco, California

Why Moss Adams? Moss Adams brings more West to business. At Moss Adams, we’re excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper. With more than 2,600 professionals across 20-plus locations in the West and beyond, we provide the world’s most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity.

Moss Adams LLP is currently seeking a Leader in our Transaction Advisory Services Practice to lead our post-merger integration practice.


  • Develop Moss Adams post-merger integration (“PMI”) methodology and related material

  • Build go-to market strategy and business development initiatives in collaborations with partners and business development executives

  • Build PMI team

  • Serve as a key advisor, identify and direct enterprise-wide integration and separation strategy and oversee execution of related deliverables

  • Lead cross-functional teams in developing and implementing services, managing key interviews, leading workshops, and conducting industry research through secondary and primary resources

  • Manage the development and presentation of final project deliverables

  • Oversee the quality of engagements and the development of staff


  • Bachelor's degree required; MBA preferred

  • Minimum of 10 yearsxperience in developing and implementing mergers and acquisitions/M&A integration and separation solutions

  • Previous experience in a consulting advisory firm preferred, with additional experience in corporate strategy or development a plus

  • Industry deal experience as part of a corporate development team with operational exposure across primary corporate functions (e.g. HR, IT, Finance, Legal etc.) preferred

  • Experience managing multiple complex initiatives and within the complete M&A life cycle preferred

  • Demonstrated experience developing relationships with senior clients in a professional services environment

  • Excellent foundational consulting skills: analytical, written and verbal communication, client presence, facilitation and presentation skills

  • Willingness and ability to travel up to 80-100%

Here, you’ll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That’s why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Title: Transaction Services Director, Post-Merger Integration

Location: San Francisco, CA

Requisition ID: 16785

Other Locations: Irvine, CA, Seattle, WA, Los Angeles, CA