Senior IT M&A Analyst supporting mergers and acquisitions for a nationally ranked CPA firm. Analyzing firm data and coordinating transitions with cross-functional teams and clients.
Responsibilities
Request List Analysis: Analyze and parse data submitted by incoming firms. Make necessary modifications to the integration playbook to accommodate each transaction.
Playbook Management: Continuously update and adapt the integration playbook as needed for each deal.
Budgeting: Complete budget spreadsheets for each deal using established templates, covering all phases through Letter of Intent (LOI).
Committed Spend Tracking: Prepare committed spend spreadsheets for each deal, leveraging information provided by the incoming firm.
Contract Review: Identify contracts that must be maintained for day one integration, and determine which can be cancelled or should not be renewed.
On-Site Assessment: Conduct site visits during the diligence phase to review infrastructure, work areas, and physical security.
Hypercare Support: Provide specialized, high-touch support to incoming team members for up to three weeks post-integration.
Transition Communication: Clearly communicate how incoming firms will access legacy systems and new platforms.
Vendor Coordination: Work with vendors to order office equipment and schedule “smart hands” support as needed.
Continuous Improvement: Lead retrospectives after each integration to identify and track areas for improvement.
Travel: This position requires frequent travel (50–60%).
IT Integration Coordination: Collaborate with the Infrastructure team on network hardware, email migration, and Office 365 tenant transitions.
End User Services Coordination: Work with the End User Services team on laptop delivery, MS Teams room deployment, and secure printing.
Security Coordination: Partner with the security team to conduct network scanning and penetration testing.
Requirements
5+ years of technical experience in IT M&A integration or related fields.
Excellent communication and interpersonal abilities.
Strong analytical and organizational skills.
Ability to manage multiple projects and deadlines.
This position requires frequent domestic travel (50%–60%) and possible international travel.
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
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