M&A Specialist

Overview

• Lead strategic M&A integration projects, ensuring seamless incorporation of acquired entities into operations and driving organizational alignment.
• Collaborate with cross-functional teams to develop and execute comprehensive integration plans tailored to business objectives.
• Standardize integration playbooks, templates, and workflows to enhance efficiency and consistency across projects.
• Prepare detailed documentation, including project plans, dependency maps, and communication materials for integration activities.
• Facilitate regular progress reviews and executive steering committee meetings to ensure alignment and address challenges.
• Analyze operational readiness, identify technology dependencies, and address process gaps to optimize integration efforts.
• Develop and maintain integration KPIs and dashboards to measure progress and operational health effectively.
• Enhance the integration experience for acquired teams, fostering collaboration and improving workflows.

Key Responsibilities & Duties

• Manage end-to-end integration activities across diverse workstreams, including Technology, Product, Data, Operations, Legal, Finance, HR, and Client Experience.
• Coordinate integration planning sessions, maintain program timelines, and ensure timely follow-up on key actions and deliverables.
• Prepare and maintain integration documentation, such as project plans, dependency maps, and communication materials.
• Facilitate regular workstream check-ins and executive-level steering committee meetings to ensure alignment and progress.
• Track integration progress, identify risks or bottlenecks, and propose solutions to mitigate challenges effectively.
• Analyze operational readiness and identify technology dependencies and process gaps impacting integration efforts.
• Contribute to the development and standardization of integration playbooks, templates, and best practices.
• Support the creation and maintenance of integration KPIs and dashboards to measure progress and operational health.

Job Requirements

• Bachelor of Arts (BA) degree with a strong background in integration project management.
• Minimum of 7 years of experience, preferably 10 years, in M&A integration or related fields.
• Proven ability to manage cross-functional teams and coordinate complex integration activities.
• Strong analytical skills to identify operational readiness challenges and propose effective solutions.
• Experience in preparing comprehensive documentation and dashboards to track integration progress.
• Excellent communication skills for facilitating meetings and presenting to executive-level stakeholders.
• Ability to contribute to the development of standardized integration playbooks and best practices.
• Hybrid work arrangement offering flexibility and collaboration opportunities.