FP&A analyst. Move to Merger Integration & Business Planning team or stay till promotion in FP&A?

Wondering what the thoughts are on "Merger Integration / Business Modelling" type teams? most seem to stay in these teams all career.

 
Best Response

A few questions to ask:

  • What is the ratio of Accounting/Ops/Project Management/Finance experience in the role?
  • How lean is this newly re-structured department? You may be getting more senior exposure and the chance to rapidly expand your responsibilities/advancement if your boss has to lean more on you than in FP&A.
  • I personally would find it more interesting to be working with senior management to figure out how to implement their strategic decision to acquire a company. I imagine there is more critical thinking when looking at building out the plan and looking the interplay between all the various parts of the 2 business compared to what you do in FP&A.
  • Ultimately it depends on what you enjoy doing. I would prefer the above versus FP&A, but some folks don't like the rolling up your sleeves and putting your model to work type of projects.
 

help me understand...this team would be strictly post merger integration? How's your company structured? Do you have a dedicated Corp Development team who sources/runs the target pipeline, executes the deal, etc then it gets handed off to this team for integration?

 
Anonymous Monkey:
Wondering what the thoughts are on "Merger Integration / Business Modelling

I'd probably make a move to this team to try to get to deal flow.

Typically though, merger integration is not part of valuation of companies. I would try to get to the business modeling / strategic acquisition discussion if you don't get there initially.

"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 

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"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee

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