Digital M&A Senior
cliftonlarsonallenTampa (FL)
Digital M&A Senior
Posted 48 days ago
cliftonlarsonallenTampa (FL)
SENIORITY
Lead
About the role
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 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
- EducationBachelor'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-RCEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities
- Click here to learn about your hiring rights.
- Wellness at CLATo 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.
Summary
Location: Connection Center-Charlotte, NC; Indianapolis, IN; Tampa, FL
Type: Full time
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