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Digital M&A Senior

CLA (CliftonLarsonAllen)
Posted 2 months ago, valid for 10 days
Location

Charlotte, NC, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • CLA is seeking a Digital M&A Senior to support digital M&A, integration, and carve-out engagements.
  • The role requires 5 years of relevant experience and a bachelor's degree, with a preference for certifications like Project Management Institute, Agile, or Scrum.
  • Key responsibilities include conducting IT due diligence, managing project workstreams, and developing client deliverables.
  • The position involves significant travel (over 50%) and requires building relationships with clients and stakeholders.
  • Salary details are not specified, but the firm offers comprehensive benefits including health, dental, vision, and 401k.

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

We are seeking a Digital M&A Senior.     This role supports digital M&A, integration, and carve-out engagements by leading project workstreams, conducting IT due diligence activities, and assisting with integration and separation planning. Working under the direction of senior leaders, this role manages day-to-day project execution, develops client deliverables, coordinates stakeholder activities, and helps drive successful transaction outcomes. The position serves as a trusted advisor to clients while applying digital M&A expertise to support value realization and operational success.

Essential Job Functions

M&A Integration and Due Diligence

  • Support clients with digital M&A, integration, and carve-out initiatives.
  • Conduct IT due diligence activities, including data room reviews, diligence calls, request list management, and analysis of target company environments.
  • Analyze technology landscapes, applications, infrastructure, cybersecurity, and operating models to identify risks and opportunities.
  • Assist in developing integration and separation strategies, transition services recommendations, and diligence reports.
  • Prepare client-ready analyses, presentations, and recommendations to support transaction decision-making.

Program Delivery

  • Manage project workstreams and day-to-day delivery activities across digital M&A engagements.
  • Develop and maintain project plans, schedules, issue logs, risk registers, and status reports.
  • Coordinate project activities across cross-functional teams and stakeholders.
  • Track project progress, identify risks and dependencies, and escalate issues as appropriate.
  • Support implementation of project governance structures and reporting processes.      

Stakeholder Management

  • Build productive working relationships with clients, internal teams, and third-party advisors.
  • Facilitate project meetings, workshops, and workstream discussions.
  • Develop clear and concise project communications, status updates, and meeting materials.
  • Collaborate with client and project stakeholders to drive alignment and execution.      

Team Contributions

  • Provide guidance and mentorship to junior team members and project resources.
  • Contribute to knowledge sharing, training, and development of project delivery best practices.
  • Support team leadership in resource planning and engagement execution.

           

Financial & Operational Support

  • Monitor project budgets, resource utilization, and engagement economics.
  • Support engagement leaders with forecasting, financial tracking, and project reporting.
  • Ensure project activities are delivered efficiently and align with engagement objectives.     

Continuous Improvement

  • Contribute to the enhancement of methodologies, templates, tools, and standards.
  • Identify opportunities to improve engagement delivery, collaboration, and client outcomes.
  • Support adoption of emerging technologies and project management practices.

Requirements

Experience

5 years of relevant experience required

Education

Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.

Certifications / Licenses

• None required.

Project Management Institute, Agile, and/or Scrum certification(s) preferred.       

Travel Requirements

This position requires significant (>50%) travel.

#LI-RC


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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.






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By applying, a CLA (CliftonLarsonAllen) account will be created for you. CLA (CliftonLarsonAllen)'s Privacy Policy and Terms & Conditions will apply.

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