IT M&A - Due Diligence, Integration, and Separation
About the role
This position involves leading IT assessments, integration, and separation for insurance Mergers and Acquisitions (M&A), focusing on technology platforms, risks, and opportunities. The role requires overseeing due diligence reports, managing IT integration strategies across various insurance sectors, and providing thought leadership on core insurance systems such as policy administration, claims, and digital platforms. Responsibilities include establishing governance frameworks, utilizing AI tools for analytics, facilitating strategic discussions with executive stakeholders, and ensuring disciplined execution of complex projects. The role also involves developing go-to-market strategies for insurance technology modernization and digital transformation, as well as maintaining high standards of professionalism and integrity.
Responsibilities
- Lead IT due diligence and assess risks/opportunities in insurance acquisitions and divestitures.
- Manage IT integration and separation initiatives post-M&A transactions.
- Develop and execute strategies for insurance platform modernization and digital enablement.
- Establish governance and utilize AI tools for project analytics and risk assessment.
- Engage with executive stakeholders to facilitate strategic decisions and project execution.
Qualifications
- Minimum eight years of experience in technology consulting or leadership, especially in IT transformations and M&A advising within financial services and insurance sectors.
- Bachelor’s degree in Information Systems, Computer Science, Finance, or related field; MBA preferred.
- Proven success leading complex IT M&A projects, including system integration, platform migration, and regulatory technology implementation.
- Willingness to travel as needed; authorized to work in the U.S. without sponsorship.
Skills
- Strong strategic thinking, leadership, and mentoring skills, with experience in developing IT strategies aligned with business goals.
- Comprehensive knowledge of enterprise IT ecosystems, cybersecurity, and major ERP platforms.