Digital M&A Senior

CLA (CliftonLarsonAllen); Tampa (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

CLA is seeking a Digital M&A Senior to lead digital M&A, integration, and carve-out engagements by guiding project workstreams, conducting IT due diligence, and assisting with integration planning. Working under senior leaders, this role manages day-to-day project execution, develops client deliverables, coordinates stakeholder activities, and helps drive transaction outcomes.

The position serves as a trusted advisor to clients to realize value and operational success.

Qualifications

• Bachelor's degree is required.
• 5+ years of relevant experience required.
• Travel requirement: significant travel (>50%).

Responsibilities

• Lead digital M&A engagement workstreams, IT due diligence, and integration planning.
• Develop client deliverables, analyses, and recommendations for transaction decisions.
• Coordinate cross-functional teams and stakeholders to ensure delivery.
• Monitor engagement progress, risks, and budgets.
• Mentor junior team members and contribute to delivery best practices.
• Support forecasting and financial tracking for engagements.

Skills

Project management

Stakeholder management

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.

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.