Digital M&A Director

CliftonLarsonAllen Wealth Advisors, LLC; North Carolina; Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

401k plan

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Digital M&A Director to lead integration and carve-out initiatives, provide strategic advisory, and oversee IT due diligence across transaction lifecycles.

The role emphasizes cross-functional leadership, governance, and stakeholder management, with significant travel and a focus on delivering high-value client outcomes.

Qualifications

• 8+ years of relevant experience required.
• Bachelor's degree required; combination of experience, education, and training may be accepted.
• PMI Agile and/or Scrum certification preferred.

Responsibilities

• Lead M&A integration and carve-out initiatives with advisory and governance focus.
• Direct IT diligence activities, data room reviews, diligence calls, and transition/ separation planning.
• Oversee end-to-end program delivery of digital initiatives with budget, scope, and timeline management.
• Build and manage cross-functional teams and governance forums to drive alignment and decision-making.
• Maintain relationships with clients, senior leaders, vendors, and stakeholders; provide clear status updates.

Skills

M&A leadership

Integration management

IT due diligence

Stakeholder management

Education

Bachelor's degree

PMI Agile/Scrum certification

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.

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.

Start your inspired career

When you join CLA, you'll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA's benefit offerings.

Equal Opportunity Employer

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail]