Experienced Consultant, High Tech & Software

West Monroe is seeking an Experienced Consultant with prior experience in and a strong passion for the Software & High-Tech industry coupled with experience in financial modeling and analysis. Our offices serve an array of interesting and exciting Software & High-Tech Private Equity and Corporate Strategic clients across the nation.

As an Experienced Consultant you will work in small teams to serve Software & High-Tech clients and Private Equity investors with a focus on software TMT and tech-enabled services businesses. Engagements will emphasize financial analysis and modeling market growth strategy product strategy operational improvement of functions such as R&D / Engineering Customer Support Customer Success margin optimization due diligence and merger integrations/carve-outs.

In addition to client delivery you will have the opportunity to assist with business development (hunting new clients and building relationships with existing ones) along with contributing to internal practice development leadership. Experienced Consultants within West Monroe have three main responsibilities:

Client Delivery

• Support teams serving Software & High-Tech and Private Equity clients while demonstrating advisory capabilities with high-level client counterparts such as C-level executives Business Unit GMs and Private Equity Deal and Operating Partners.
• Contribute to fast-paced M&A due diligence engagements for Private Equity and Corporate Strategic clients investing in Software & High-Tech with an ability to evaluate the market opportunity product technology operating model and their effects on margins revenue and growth risks.
• Play a key role in strategy & operational projects within the Software & High-Tech sector (e.g. post-merger integration carve-out/divestitures operating model transformation) focusing on initiatives such as product strategy target operating model development post-sales operations and retention improvement and transaction program advisory.
• Drive market research (TAM market growth dynamics headwinds/tailwinds competitive landscape) analysis of software financials (revenue mix by product/geo/BU gross/net retention and churn SaaS margins etc.) and analysis of key software functions (R&D/Engineering sales & marketing customer success/support etc.).
• Develop financial models including multi-year P&L forecasts revenue projections and margin analyses to support M&A decision-making and operational improvement strategies.
• Drive creation of project deliverables such as executive-level PowerPoint decks summarizing findings/analysis synthesizing recommendations and presenting financial insights.

Practice Development

• Build data-driven methodologies and assets for evaluating Software & High-Tech businesses with a focus on financial modeling and M&A analysis.
• Enhance analysis and presentation frameworks used in Software & High-Tech advisory particularly in areas related to transaction readiness and financial performance.
• Collaborate with a team of Software & High-Tech industry technology and operational consulting teams to develop and enhance delivery capabilities across West Monroes practice areas.
• Actively participate in the performance management process.
• Actively participate in recruiting and retaining top-quality consultants.
• Assist with company campus and experienced recruiting.

Business Development

• Support opportunities to provide prospects and clients with advisory services for Software & High-Tech businesses and Private Equity Investors; collaborate with practice partners to support these opportunities.
• Understand client investment needs/constraints and help tailor proposals appropriately to meet their needs with a focus on financial modeling and M&A advisory.
• Develop go-to-market messaging and sales materials to support business development for prospects and clients.
• Create work plans pricing estimates and risk assessments for potential engagements incorporating financial analysis and modeling expertise.
• Actively participate in Software/Technology and M&A industry events.
• Attend networking events and actively build and leverage a professional network and affiliate network in the local community.

Qualifications

• Minimum of 2 years of work experience including at least one of the following:
• Team-based client-facing management technology or strategy consulting to Software and/or High-Tech clients.
• Operational role within the Software & High-Tech sector.
• M&A experience at a strategic acquirer including financial modeling and transaction analysis.
• Proficiency in financial modeling and analysis including multi-year P&L forecasting margin optimization and SaaS metrics evaluation.
• Experienced in specific Software & High-Tech sub-sectors (e.g. FinTech Healthcare IT Marketing Tech etc.) preferred but not mandatory.
• Knowledge of go-to-market practices in a technology business e.g. sales effectiveness pricing sales operations etc.
• Excellent organizational verbal and written communication skills.
• Experience managing client relationships.
• Strong analytical problem-solving and quality assurance experience.
• Strong communication skills to be able to work with C-level clients.
• Ability to travel to client sites 50%-75% annually.
• Ability to work permanently in the United States without sponsorship.