Senior IT M&A Analyst

Role Overview

• 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.
• Strategically apply generative AI platforms (e.g., Microsoft Copilot, Claude) to streamline processes, derive insights, and scale operational efficiency while ensuring responsible use.
• 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