Post Merger Integration Associate

PlanetArt•Calabasas, CA
•$100,000 - $125,000•Hybrid

About The Position

PlanetArt is seeking a Post-Merger Integration Associate to help acquired businesses realize their full potential. This highly analytical and operational role builds models and analysis to identify cost reductions, redundancies, and unrealized synergies, then drives initiatives through completion. The Associate helps develop integration priorities, coordinates work across company functions, and tracks discussions and commitments to ensure follow-through. The role reports directly to the co-CEOs and works closely with general managers and senior leaders in finance, operations, marketing, technology, and HR. Candidates must be local to or willing to relocate to the Calabasas area. The company operates a hybrid model with three days onsite and two days remote. The position includes periodic travel to acquired businesses’ offices and facilities, including PlanetArt’s Illinois facilities. Work is performed in a hybrid office environment and requires regular, continuous computer use and regular interaction with team members in person, by phone, Zoom, Slack, or email. The annual compensation range is $100,000–$125,000 plus bonus.

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.
  • Strong academic record and a bachelor’s degree from a four-year university.
  • 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.
  • Exceptional analytical and quantitative ability, including solving complex and ambiguous problems.
  • Ability to identify meaningful 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 work.
  • 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 periods of change.
  • Strong work ethic, intellectual curiosity, and comfort in a fast-paced, entrepreneurial environment.
  • Local to or willing to relocate to the Calabasas area.

Nice To Haves

  • Exposure to M&A, post-merger integration, or operational improvement projects.
  • Demonstrated hands-on use of AI to deliver business results, such as automating analysis, building AI-powered workflows, or leading an AI implementation.
  • Experience in ecommerce, retail, or consumer products.
  • Familiarity with SQL or business intelligence tools.
  • Personally created AI-powered tools or workflows.
  • A degree in finance, economics, engineering, mathematics, or a related quantitative field.
  • MBA or CFA.

Responsibilities

  • Build structured 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 according to 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.
  • Conduct 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; escalate issues with proposed solutions.
  • Participate in integration status meetings and prepare regular leadership progress updates.
  • Capture ideas, decisions, and action items from integration meetings; assign owners, agree on timing, and follow up until completion.
  • Maintain a current tracker of open items, owners, and status.
  • Check numbers, assumptions, and commitments carefully.
  • Make balanced recommendations that consider financial returns as well as impacts on employees and customers.
  • 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
  • Bonus
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