Post Merger Integration Associate

PlanetArt • Calabasas, CA

6d • Hybrid

About The Position

PlanetArt is seeking a Post-Merger Integration Associate to help acquired businesses realize their full potential. This analytical and operational role evaluates integration opportunities, identifies cost reductions, redundancies, and unrealized synergies, and drives initiatives through completion. The associate helps develop integration priorities and works across company functions to keep initiatives on track and ensure decisions and action items are followed through.

The role reports directly to the co-CEOs and works closely with general managers and senior leaders across finance, operations, marketing, technology, and HR. Candidates must be local to or willing to relocate to the Calabasas area. The company operates a hybrid work model with three days onsite and two days remote. The position involves regular computer use and interaction with colleagues in person, by phone, Zoom, Slack, or email, as well as periodic travel to acquired businesses' offices and facilities, including facilities in Illinois.

Requirements

• 1–3 years of experience in investment banking, private equity, management consulting, corporate development, or a similar analytically rigorous role.
• Hands-on experience building financial models and performing quantitative analysis to support major business decisions.
• Exceptional analytical and quantitative ability, with a record of solving complex, ambiguous problems.
• Expert-level Microsoft Excel skills, including complex models, scenario and sensitivity analysis, lookups, pivot tables, and manipulation of large datasets.
• Strong financial acumen, including understanding of P&L, cash flow, unit economics, and cost structures.
• Ability to identify insights in messy data and turn them into clear recommendations.
• Strong PowerPoint skills for presenting analysis to senior leadership.
• Advanced, everyday proficiency with leading AI models and tools, including sophisticated prompting and multi-step workflows.
• Ability to use AI for data analysis, financial-modeling support, research, and document review, while verifying outputs and catching errors.
• Understanding of AI capabilities, limitations, costs, and data privacy and security considerations.
• Extraordinary attention to detail.
• Strong organization and ability to manage multiple priorities and workstreams.
• Relentless follow-through, ownership, and ability to complete tasks.
• Excellent written and verbal communication skills, and confidence working with and influencing senior leaders.
• High emotional intelligence and sound judgment, with sensitivity to people and culture during change.
• Strong work ethic, intellectual curiosity, and comfort in a fast-paced, entrepreneurial environment.
• Bachelor's degree from a four-year university with a strong academic record.
• Must be local to or willing to relocate to the Calabasas area.

Nice To Haves

• Exposure to M&A, post-merger integration, or operational improvement projects.
• Experience in ecommerce, retail, or consumer products.
• Familiarity with SQL or BI tools.
• A builder's mindset, including having personally created AI-powered tools or workflows that can be demonstrated.
• A degree in finance, economics, engineering, mathematics, or a related quantitative field.
• MBA or CFA.

Responsibilities

• Build complex Excel models to evaluate integration initiatives, cost-reduction opportunities, and synergy cases.
• Analyze acquired businesses' P&Ls, cost structures, vendor spend, and operating metrics.
• Benchmark acquired businesses against PlanetArt operations to identify gaps, opportunities, and best practices.
• Size and prioritize opportunities based on financial impact, risk, implementation cost, and time to value.
• Track realized versus planned synergies and integration costs, and report progress to the co-CEOs and leadership team.
• Translate analysis into clear recommendations and presentations for senior leadership.
• Perform ad hoc analysis to support integration decisions and respond to leadership questions.
• Manage the integration plan and master list of priorities, workstreams, owners, milestones, and deadlines.
• Coordinate with general managers and team leads across finance, operations, supply chain, marketing, technology, and HR to advance workstreams.
• Identify risks, dependencies, and roadblocks early, and escalate issues with proposed solutions.
• Participate in integration status meetings and provide regular progress updates to leadership.
• Capture decisions and action items from integration meetings, assign owners and timing, and follow up until completion.
• Maintain a current tracker of open items, owners, and status.
• Double-check numbers, assumptions, and commitments, and bring exceptional attention to detail to assigned work.
• Make balanced recommendations that consider financial returns and effects on employees and customers.
• Respect and help preserve acquired businesses' cultural strengths while aligning them with PlanetArt's ways of working.
• Build trusted relationships with team members at all levels of acquired businesses.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k) with matching
• Pet insurance
• Mental health benefits
• Comprehensive time-off program, including vacation, sick days, paid holidays, and floating holidays
• Employee product discounts
• Annual salary of $100,000–$125,000 plus bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level