IT M&A - Due Diligence, Integration, and Separation

About the role

This position involves leading IT due diligence, integration, and separation efforts within insurance M&A transactions. The candidate will oversee comprehensive assessments of IT systems, identify risks and opportunities, and deliver strategic reports for client decision-making. Responsibilities include managing IT integration and separation initiatives across various insurance sectors, developing current state assessments, and defining operating models. They will provide thought leadership on core insurance platforms like policy administration, claims, billing, and digital distribution, while developing go-to-market strategies for insurance technology modernization and digital transformation. The role also entails establishing governance frameworks, leveraging AI tools for analytics, facilitating strategic stakeholder discussions, and ensuring disciplined project execution.

Responsibilities

• Leading IT due diligence, integration, and separation efforts within insurance M&A transactions.
• Overseeing comprehensive assessments of IT systems, identifying risks and opportunities, and delivering strategic reports for client decision-making.
• Managing IT integration and separation initiatives across various insurance sectors.
• Developing current state assessments.
• Defining operating models.
• Providing thought leadership on core insurance platforms like policy administration, claims, billing, and digital distribution.
• Developing go-to-market strategies for insurance technology modernization and digital transformation.
• Establishing governance frameworks.
• Leveraging AI tools for analytics.
• Facilitating strategic stakeholder discussions.
• Ensuring disciplined project execution.
• Leading assessments.
• Overseeing integration initiatives.
• Developing strategic IT policies.
• Collaborating with executive stakeholders to drive successful insurance technology transformations.

Qualifications

• Minimum of eight years in technology/business consulting or leadership, with proven success in IT transformations and M&A advisory.
• Preferred Master’s in Business Administration or a Bachelor's in Information Systems, Computer Science, or Finance.
• Experience leading complex IT M&A projects, including system integration, platform migration, and IT modernization within the financial services and insurance sectors.
• Willingness to travel as needed and authorized to work in the U.S. without sponsorship.

Skills

• Strong strategic, leadership, and mentoring skills, with expertise in developing IT strategies aligned with business goals.
• Deep understanding of enterprise IT systems, cybersecurity, and best practices in IT architecture.