Manager, Merger & Acquisition Operations & Integrations

PenFed Credit Union; Washington (District of Columbia, MD); Hybrid; USD 79,000 - 153,000; Full time

Benefits offered by this job

Health, dental, vision

401(k) match

Paid time off

Education assistance

Job summary

PenFed Credit Union, in a hybrid role based near Tysons, VA, seeks a Manager of M&A Operations & Integrations to lead planning, execution, and assimilation of merger targets. You will coordinate across Operations, IT, Digital Banking, Compliance, Legal, and Vendors to ensure seamless conversions and strong governance.

You will oversee loan portfolio conversions, data migration, and validation, using SQL, Power BI, and BI reporting to deliver actionable insights and executive dashboards for

Qualifications

• Bachelor's degree in business administration, finance, information systems, data analytics, project management, accounting, or a related field.
• Minimum six (6) years in financial services, card services, project management, or related disciplines.
• Minimum three (3) years supporting mergers, acquisitions, or large-scale conversions.
• Two or more years of direct management experience.

Responsibilities

• Lead end-to-end loan portfolio conversion and integration initiatives from mergers or acquisitions.
• Manage all phases of project delivery: planning, requirements, implementation, testing, conversion, stabilization.
• Develop detailed project plans, milestones, risks, and executive reporting.
• Serve as primary liaison between business units, acquired institutions, and vendors.
• Coordinate conversion readiness including operational and regulatory workstreams.
• Support due diligence by assessing portfolios, processes, and systems.
• Evaluate post-conversion performance and drive continuous improvement.

Skills

Project leadership

Stakeholder management

Data analysis

Analytical thinking

Communication

Education

Bachelor's degree in business administration, finance, information systems, data analytics, project management, accounting, or a related field

Master's degree or MBA (preferred)

Tools

SQL

Power BI

Tableau

Excel

Job description

Job Overview

PenFed is hiring a (Hybrid) Manager, Merger & Acquisition Operations & Integrations at our Tysons, Virginia location. The Manager, M&A Operations & Integrations, is responsible for leading the planning, execution, and successful assimilation of businesses associated with mergers and/or acquisitions. The role also provides additional project management assistance to the Sr Leadership as required. This position serves as the primary project leader, coordinating efforts across Operations, Information Technology, Digital Banking, Compliance, Legal, and Vendor Management stakeholders to ensure successful integration and conversion outcomes.

Job Overview

PenFed is hiring a (Hybrid) Manager, Merger & Acquisition Operations & Integrations at our Tysons, Virginia location. The Manager, M&A Operations & Integrations, is responsible for leading the planning, execution, and successful assimilation of businesses associated with mergers and/or acquisitions. The role also provides additional project management assistance to the Sr Leadership as required. This position serves as the primary project leader, coordinating efforts across Operations, Information Technology, Digital Banking, Compliance, Legal, and Vendor Management stakeholders to ensure successful integration and conversion outcomes. The Manager is accountable for overseeing all loan portfolio conversion projects, managing complex workstreams, leading data migration with a technical and analytical focus, and establishing validation efforts and project governance practices that support organizational growth objectives. This role combines expertise in project management, business operations, credit union merger integration, data analytics, and card data technology platforms to ensure seamless member experiences and operational excellence throughout the conversion lifecycle. This position serves as a key subject matter expert in various areas to include but not limited to loan portfolio conversions, merger and acquisition integrations, data management, systems connectivity, and business intelligence reporting while providing strategic recommendations to support business growth and overall operational effectiveness for growth initiatives.

Responsibilities

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.

M&A Project Leadership, Business Assimilation, & Portfolio Conversions

• Lead end-to-end loan portfolio conversion and integration initiatives resulting from mergers, acquisitions, or other strategic partnerships that could involve portfolio transfers or data mapping needs.
• Manage all phases of project delivery including planning, requirements gathering, implementation, testing, conversion execution, and post-conversion stabilization.
• Develop detailed project plans, milestones, dependencies, risk mitigation strategies, and executive reporting packages.
• Serve as the primary liaison between internal business units, acquired institutions, technology teams, and external vendors.
• Coordinate conversion readiness activities including operational, technical, regulatory, communications, and training workstreams.
• Support merger and acquisition due diligence efforts by assessing card portfolios, operational processes, systems, and conversion requirements.
• Evaluate post-conversion performance and implement continuous improvement opportunities.

Management & Governance

• Assist senior leadership in executing multiple concurrent projects and initiatives while maintaining timelines, budgets, resource plans, and stakeholder alignment.
• Assist senior leadership with leading steering committee meetings, project governance routines, and cross-functional working sessions.
• Identify, assess, document, track, and mitigate project risks and issues while driving timely resolution.
• Develop status reports and materials for multiple reviewers involved in the acquisition process, including regulatory reviews and approvals and executive team reviews and decision points.

Data Analytics & IT Integration

• Lead data migration, mapping, reconciliation, validation, and quality assurance efforts associated with acquisition target portfolio conversions.
• Analyze portfolio, member, operational, and financial data to support conversion planning and integration decision-making.
• Utilize SQL, Power BI, Tableau, Excel, and other reporting tools to identify trends, anomalies, risks, and opportunities.
• Partners with Information Technology teams define business requirements and support system integration efforts.
• Coordinate system testing, user acceptance testing, file validation, and production implementation activities.
• Support enterprise data governance standards, data quality improvement initiatives, and reporting accuracy.
• Develop executive dashboards and analytical reporting that provide visibility into conversion progress, portfolio health, and operational performance.
• Translate business requirements into technical specifications and ensure successful implementation of technology solutions.
• Demonstrate a high degree of imagination in employing AI and automation to improve related processes, improve efficiency, and accelerate project completion.

Vendor & Stakeholder Management

• Help key stakeholders manage relationships with card processors, technology providers, consultants, and external integration partners.
• Collaborate across Card Operations, Digital Banking, Finance, Strategy, Risk, Compliance, Marketing, and Member Experience teams
• Present project updates, conversion readiness assessments, business cases, and strategic recommendations to executive leadership.
• Foster strong partnerships across internal and external stakeholder groups to achieve project objectives.
• Negotiate deliverables, implementation schedules, and issue resolution activities with third-party providers.

Qualifications

• Bachelor's degree in business administration, finance, information systems, data analytics, project management, accounting, or a related field.
• Minimum six (6) years of experience in financial services, card services, project management, portfolio conversions, operations, business analysis, systems implementations, or related disciplines.
• Minimum three (3) years of direct experience supporting mergers, acquisitions, portfolio integrations, or large-scale conversion programs.
• Minimum of two (2) years of direct management experience.
• Demonstrated success as a key team lead of enterprise-wide initiatives involving multiple stakeholders, technology platforms, and vendor partners.
• Experience managing complex project plans, implementation schedules, and organizational change initiatives.
• Experience in project leadership for data migration, systems integration, and conversion projects.
• Strong understanding of card processing environments, payment systems, and credit union operations.
• Demonstrated ability to translate business objectives into executable project plans and technical requirements.
• Strong analytical, problem-solving, and decision-making capabilities.
• Excellent communication, presentation, and relationship management skills.
• Experience developing executive presentations, business cases, project documentation, and operational reporting to support the Director and program needs.

Preferred

• Master's degree or MBA.
• Experience with card processor conversions and servicing platform migrations.
• Advanced SQL and database analysis experience.
• Experience with enterprise reporting and business intelligence tools.
• Knowledge of NCUA regulations and credit union operating environments.
• Experience with A.I. tools preferred.

Supervisory Responsibility

This position will supervise employees.

Licenses and Certifications

No Additional Licenses Or Certifications Required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise. Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.

Travel

Ability to travel to various worksites and be on call will be required.

Pay Transparency

The anticipated starting salary range for this role is $ 79,400 .00 - $ 152,779.00. This position is eligible for an organizational performance based annual bonus, subject to board discretion and approval. This position is eligible for an individual performance based annual bonus.

Benefits

At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.

Our Purpose

Helping members achieve their dreams since 1935. Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.

Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at [e-mail].