Digital M&A Senior

CliftonLarsonAllen; Charlotte (NC); On-site; USD 120,000 - 170,000; Full time

Job summary

CliftonLarsonAllen (CLA) seeks a Digital M&A Senior to lead digital M&A engagements, executing on integration and carve-out initiatives. You will manage day-to-day delivery, coordinate cross-functional teams, and deliver client-ready analyses to drive transaction outcomes.

Applicants should have 5+ years of relevant experience and a bachelor's degree, with PMI/Agile/Scrum certifications preferred. This role requires significant travel and carries responsibilities across governance, budgeting,

Qualifications

• 5 years of relevant experience required.

Responsibilities

• Support 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.
• 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 elevate issues as appropriate.
• Support implementation of project governance structures and reporting processes.
• 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.
• 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.
• 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.
• 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.

Skills

IT due diligence

Project management

Stakeholder management

M&A / integration

Mentorship

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 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 elevate 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.

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.