Capital Modelling Analyst supporting Aspen's Economic Capital Model and assisting in delivery of results. Collaborating with stakeholders and fulfilling regulatory requirements within a dynamic insurance environment.
About the role
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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