About this 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
Education Bachelor'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.
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Wellness at CLA To 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.