Digital M&A Director

CLA (CliftonLarsonAllen); Charlotte (NC); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401k plan

Wellness program

Job summary

CLA is seeking a Digital M&A Director to lead digital M&A, integration, and carve-out initiatives, providing strategic advisory, program leadership, and IT due diligence support throughout the transaction lifecycle. They drive execution across complex, cross-functional engagements, ensuring effective stakeholder alignment and delivery of business outcomes.

Through trusted client partnerships and M&A technology expertise, this role helps maximize value realization and deliver a

Qualifications

• Bachelor's degree is required.
• 8 years of relevant experience required.
• PMI, Agile and/or Scrum certifications preferred.

Responsibilities

• M&A Integration: advise on integration & carve-out challenges; lead IT diligence activities; develop diligence reports and transition services recommendations.
• Program Delivery: lead end-to-end delivery of digital initiatives; establish governance, plans, schedules, and risk management.
• Leadership: manage and develop a team of project managers; lead cross-functional governance forums.
• Stakeholder Management: build trusted client relationships; facilitate governance meetings; deliver clear status updates.
• Financial Management: accountability for engagement financial performance, budgeting, forecasting, and tracking.
• Change Management: support readiness and adoption of initiatives; ensure value realization.
• Continuous Improvement: drive delivery-methodology improvements, consistency, and scalability.

Skills

Project management

Leadership

Stakeholder management

Change management

Financial management

Agile

Education

Bachelor's degree

Job description

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 Director. This role leads digital M&A, integration, and carve-out initiatives, providing strategic advisory, program leadership, and IT due diligence support throughout the transaction lifecycle. They drive execution across complex, cross-functional engagements, ensuring effective stakeholder alignment, governance, risk management, and delivery of successful business outcomes. Through trusted client partnerships and M&A technology expertise, this role helps maximize value realization and deliver a high-quality client experience.

Essential Job Functions

M&A Integration

• Engage with clients in an advisory capacity to address M&A integration and carve-out program challenges.
• Lead IT diligence activities, including data room reviews, diligence calls, request lists, and development of integration and separation strategies.
• Develop diligence reports, transition services recommendations, and other deal-related deliverables.
• Provide industry expertise and insights, particularly within manufacturing and distribution environments, to support integration and separation planning.

Program Delivery

• Lead end-to-end delivery of digital initiatives, including scope, timeline, resource, and budget management.
• Establish project governance, integrated plans, schedules, resource strategies, and risk management frameworks.
• Select and apply appropriate project delivery methodologies, including Agile, Waterfall, or hybrid approaches.
• Monitor project health, proactively managing risks, issues, dependencies, and escalations.

Leadership

• Manage and develop a team of project managers through coaching, performance management, and professional development.
• Lead cross-functional teams and governance forums to drive alignment and decision-making.
• Foster collaboration and accountability across project teams and stakeholder groups.

Stakeholder Management

• Build and maintain trusted relationships with clients, leadership teams, vendors, advisors, and cross-functional stakeholders.
• Facilitate governance meetings and stakeholder discussions to drive project outcomes.
• Deliver clear and actionable project communications, status reporting, and executive updates.

Financial Management

• Maintain accountability for engagement financial performance, including budgeting, forecasting, margin management, and financial tracking.
• Monitor resource utilization and project economics to ensure delivery against financial targets.

Change Management

• Partner with business leaders and change management teams to support readiness, adoption, and achievement of business objectives.
• Ensure digital initiatives deliver intended organizational value and outcomes.

Continuous Improvement

• Drive improvements to delivery methodologies, tools, standards, and team collaboration practices.
• Promote consistency, quality, scalability, and operational excellence across engagements.

Requirements

Experience

8 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.