Digital M&A Senior

Mission

CLA is a top 10 national professional services firm dedicated to creating opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.

About the role

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.
• 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.
• Cook up 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.
• 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.
• 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.
• 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.
• 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: Significant (>50%) travel required.
• Equal Opportunity Employer: CLA is an equal opportunity employer.
• Wellness: CLA offers comprehensive benefit options that include health, dental, vision, 401k and much more.