Digital M&A Senior: Integration & Diligence Lead

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

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,