Digital M&A Senior

CLA (CliftonLarsonAllen); Indianapolis (IN); On-site; USD 120,000 - 190,000; Full time

Job summary

CLA, a top national professional services firm, seeks a Digital M&A Senior to lead IT due diligence, integration planning, and carve-out engagements. You will manage day-to-day delivery, coordinate cross-functional teams, and develop client-ready analyses and recommendations to enable successful transactions.

The role emphasizes stakeholder management, program delivery, and continuous improvement, with significant travel (>50%).

Qualifications

• 5 years of relevant experience required.
• Bachelor’s degree is required.
• Project Management Institute, Agile, and/or Scrum certification(s) preferred.
• This position requires significant (>50%) travel.

Responsibilities

• Lead digital M&A integration and due diligence workstreams and deliverables.
• Develop and maintain project plans, schedules, risk logs, and status reports.
• Coordinate cross-functional teams and stakeholder activities across engagements.
• Mentor junior team members and contribute to delivery best practices.
• Monitor budgets, resource utilization, and engagement economics.
• Contribute to the enhancement of methodologies, templates, and tools.

Skills

Project management

Stakeholder management

Team leadership

Communication

Education

Bachelor's degree

Tools

Agile methodologies

Scrum

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.

#LI-RC

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.