Digital M&A Senior

CliftonLarsonAllen Wealth Advisors, LLC; Charlotte (NC); Híbrido; USD 110.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

401k

Descripción de la vacante

CliftonLarsonAllen Wealth Advisors, LLC seeks a Digital M&A Senior in Charlotte, NC to drive integration and due diligence efforts for complex transactions. You will manage cross-functional workstreams, coordinate client and advisor teams, and deliver clear recommendations to realize value.

The role requires extensive travel (>50%), strong project management skills, and experience in technology landscapes, risk assessment, and governance structures.

Formación

• Five years of relevant experience in digital M&A, integration, or related advisory services.
• Bachelor's degree required; combination of education and experience may be considered.
• PMI, Agile, and/or Scrum certifications preferred.
• Significant travel (>50%) is required.

Responsabilidades

• Support digital M&A, integration, and carve-out engagements from planning through delivery.
• Lead project workstreams, develop schedules, risk registers, and status reports.
• Engage with clients, internal teams, and third-party advisors to drive alignment.
• Mentor junior team members and contribute to delivery best practices.
• Monitor engagement budgets, forecasting, and financial tracking.

Conocimientos

Project management

Stakeholder management

M&A integration

IT due diligence

Cross-functional teamwork

Educación

Bachelor's degree

Descripción del empleo

## Digital M&A SeniorApplylocations: Connection Center-Charlotte,NC: Indianapolis, INtime type: Full timeposted on: Posted 8 Days Agojob requisition id: R17656CLA 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 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. **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.