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Digital M&A Director

CliftonLarsonAllen LLP

  • Orlando, FL
  • 1 day ago

    Highlights

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. They drive execution across complex, cross-functional engagements, ensuring effective stakeholder alignment, governance, risk management, and delivery of successful business outcomes.

    Numbers & Facts

    LocationOrlando, FL
    IndustryAccounting and Auditing Services
    Company Size1,500 to 1,999 employees
    Year Founded2012
    Websitehttp://www.claconnect.com/

    Description

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

    We are seeking a Digital M&A Director. This role leads digital M&A, integration, and carve-out initiatives, providing strategic advisory, program leadership, and IT due diligence support throughout the transaction lifecycle. They drive execution across complex, cross-functional engagements, ensuring effective stakeholder alignment, governance, risk management, and delivery of successful business outcomes. Through trusted client partnerships and M&A technology expertise, this role helps maximize value realization and deliver a high-quality client experience.

    Essential Job Functions

    M&A Integration

    • Engage with clients in an advisory capacity to address M&A integration and carve-out program challenges.

    • Lead IT diligence activities, including data room reviews, diligence calls, request lists, and development of integration and separation strategies.

    • Develop diligence reports, transition services recommendations, and other deal-related deliverables.

    • Provide industry expertise and insights, particularly within manufacturing and distribution environments, to support integration and separation planning.

    Program Delivery

    • Lead end-to-end delivery of digital initiatives, including scope, timeline, resource, and budget management.

    • Establish project governance, integrated plans, schedules, resource strategies, and risk management frameworks.

    • Select and apply appropriate project delivery methodologies, including Agile, Waterfall, or hybrid approaches.

    • Monitor project health, proactively managing risks, issues, dependencies, and escalations.

    Leadership

    • Manage and develop a team of project managers through coaching, performance management, and professional development.

    • Lead cross-functional teams and governance forums to drive alignment and decision-making.

    • Foster collaboration and accountability across project teams and stakeholder groups.

    Stakeholder Management

    • Build and maintain trusted relationships with clients, leadership teams, vendors, advisors, and cross-functional stakeholders.

    • Facilitate governance meetings and stakeholder discussions to drive project outcomes.

    • Deliver clear and actionable project communications, status reporting, and executive updates.

    Financial Management

    • Maintain accountability for engagement financial performance, including budgeting, forecasting, margin management, and financial tracking.

    • Monitor resource utilization and project economics to ensure delivery against financial targets.

    Change Management

    • Partner with business leaders and change management teams to support readiness, adoption, and achievement of business objectives.

    • Ensure digital initiatives deliver intended organizational value and outcomes.

    Continuous Improvement

    • Drive improvements to delivery methodologies, tools, standards, and team collaboration practices.

    • Promote consistency, quality, scalability, and operational excellence across engagements.

    Requirements

    Experience

    8 years of relevant experience required

    Education

    Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.

    Certifications / Licenses

    • None required.

    Project Management Institute, Agile, and/or Scrum certification(s) preferred.

    Travel Requirements

    This position requires significant (>50%) travel.

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    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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    Wellness at CLA

    To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

    To view a complete list of benefits, click here.

    About Company

    CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our client's enterprise value and assist them in growing and managing their related personal assets - all the way from startup to succession and beyond.Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With nearly 4,000 people, 90 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

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