About The Position
In alignment with CIRI’s mission and values, the Principal of Integration is responsible for a high degree of ownership across the M&A and venture capital deal process. This position performs due diligence as a key player and part of a team, reviews data rooms, provides decision data points, and if an acquisition decision is made, aligns cross-functional integration teams, and creates a successful foundation between CIRI and the merged/acquired asset by ensuring smooth transitions, maximizing synergies and unlocking value. This position is required to support on-site tasks during asset integrations and during diligence periods and is expected to travel up to 30% of the time. Actual duties and areas of focus are expected to fluctuate depending on the current level of merger and acquisition activity of the company.
Requirements
- Understand CIRI’s mission, values and strategic focus areas and incorporate knowledge into daily activities.
- Strong financial modeling and valuation skills.
- Strong M&A integration knowledge and understanding of general department functions and interdependencies.
- Ability to manage priorities; make decisions, resolve challenges, and exercise sound judgment.
- Strong project management skills with the capability to contribute to, and lead, multi-department projects.
- Critical, analytical thinking skills and ability to make decisions using good judgement.
- Excellent oral and written communication skills; ability to tailor messages to different audiences.
- Work independently as well as on a team, and with minimal supervision.
- Work well under pressure.
- Exceptional attention to detail.
- Ability to maintain a high degree of discretion with sensitive and confidential information.
- Excellent interpersonal skills; ability to work effectively and collaboratively with all levels of management and staff, affiliated-company employees as well as outside business associates or general members of the public; exhibit a professional manner in dealing with others.
- Ability to maximize utilization of available resources to collaborate on projects. Recommend and implement innovations to increase efficiency.
- Proficient with Microsoft Office suite of programs, and industry-standard software and databases.
- Ability to safely operate a motor vehicle and travel by airplane.
- Outstanding problem-solving skills including the ability to define and structure problems, collect and analyze data, and synthesize defendable recommendations into an action plan.
- Ability to combine business and operational concepts to lead multi-faceted and highly complex integration efforts.
- Bachelor’s degree in Finance, Accounting, Business, Economics or related field
- Five years’ progressively more responsible work experience that demonstrates financial modeling and leading M&A integration strategy and processes
- Ability to travel up to 30% of time
- Ability to pass a background screening
Nice To Haves
- Two years’ supervisory experience preferred
- PMP certificate preferred
- SBA 8(a) program knowledge strongly preferred
Responsibilities
- Execute comprehensive integration plans encompassing all internal and external stakeholders
- Serve as the primary point of contact for the acquisition, coordinate activities and communication across company lines
- Collaborate with the Legal department and any advisors to ensure compliance with all relevant regulatory requirements
- Collaborate with Finance and Accounting departments to identify and realize cost synergies, operational efficiencies, and revenue-generating opportunities; communicate to the executive team
- Foster open communication and build trust between acquired and existing teams, mitigate cultural conflicts and ensure a positive employee experience
- Report on integration progress to the executive team and Board of Directors
- Establish key performance indicators to measure the success of the acquisition across critical areas, including financial metrics, client satisfaction, employee retention, and project delivery performance; regularly analyze data; provide reports and recommendations to executive team
- Develop and implement post-acquisition communication strategies to keep stakeholders informed of progress and address concerns
- Stay abreast of M&A integration trends and best practices, continuously improving CIRI’s integration methodologies
- Assist the Vice President, Mergers and Acquisitions in executing the company’s due diligence process
- Perform financial modeling for potential targets
- Participate in diligence meetings, planning and execution
- Serve as CIRI’s subject matter expert for due diligence data review. Support the process and participants to achieve meaningful results.
- Monitor the status of active due diligence projects, track projects from initiation to completion and ensure that project timelines and commitments are met
- Review data rooms and collaborate with consultants and department subject matter experts; conduct preliminary target analysis to identify potential risks, opportunities, and synergies in light of the company’s capabilities and investment strategy
- Manage large amounts of data, preparing data views, reports, and presentations outlining opportunities and risks of potential targets for the executive team and Board of Directors
- Lead and/or support venture capital investment activities including but not limited to:
- Sourcing new targets
- Market research
- Due diligence of startup companies
- Operational activities related to accelerator/incubator/other startup programs
- Partnership development and outreach.
- Perform other duties as required and assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
