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UHY-US · 3 days ago

Director of M&A Integration

Detroit Metro

Full-time

Onsite

Mid, Senior Level

5+ years exp

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. The Director of M&A Integration will direct the post-merger integration of newly acquired firms, managing the integration process from pre-close planning to full operational alignment.

AccountingAdviceConsultingFinanceFinancial Services

Responsibilities

Develop and maintain a standardized pre-closing and post-closing integration playbook

Collaborate with leadership during due diligence to evaluate systems, operations, and synergy opportunities

Assess the complexity of integration for each deal (e.g., IT systems, HR, compensation models) and develop appropriate plans

Understand key value drivers of the business and help build actionable value creation plans

Serve as the single point of contact for all merger and acquisition integration pre and post project activities and timelines

Lead the diligence process, framing objectives and leveraging expertise to assist in each transaction

Lead and manage integration workstreams, ensuring alignment with organizational goals and objectives

Work with acquired entity leadership to deliver modeled/underwritten revenue and EBITDA performance

Ensure alignment across functions and practice and facilitate conversations, as needed, with key leaders on process improvement

Partner with key functional areas to facilitate pre-transaction planning and post-transaction integration processes

Collaborate and update stakeholders on the integration process, including schedule, budget and tasks

Lead integration activities for an acquired entity, including analyzing the operating model and collaborating on integration plans for business and back-office functions, building and maintaining a consolidated master schedule, driving teams to meet defined integration plans, and leveraging expertise in problem-solving to resolve highly complex and sensitive issues

Oversee the reporting and resolution of issues, risks and dependencies, identify potential planning gaps proactively, suggest mitigations to risks or actions to close issues or complete open items, and monitor and support acquired businesses to ensure a smooth and seamless transition post M&A, continually driving rapid growth and success

Assist the acquired company's management team in setting priorities, engaging appropriate resources, and navigating the operating model to ensure a smooth transition. Leverage the playbook to frame phases for acquired leadership

Build and maintain a master integration schedule, providing regular progress reports to the executive team

Incorporate post-integration learnings into future M&A activities to drive continuous improvement

Conduct post-integration debrief on learnings, opportunities and improvements to the acquisition process

Personally meet with all acquired colleagues, including client service teams, to establish clarity and cultural alignment

Build strong relationships with acquisition targets’ owners and management teams to ensure a smooth transition

Ability to connect business and people processes across the organization and look downstream on any issues or challenge

Qualification

Post-merger integrationFinancial acumenProject managementCross-functional knowledgeERP SystemsMicrosoft OfficeCommunication skillsInterpersonal skillsProblem-solving skillsOrganizational skills

Required

Bachelor's degree in business administration, finance, management, or related field

5 – 7 years of post-merger integration experience

Proven track record managing integrating small to mid-sized companies across multiple functions

Strong financial and business acumen, with the ability to link integration activities to value creation

Exceptional project management, organizational, and problem-solving skills

Excellent communication and interpersonal skills; ability to influence and build consensus across diverse stakeholders

Proven cross-functional knowledge; familiarity with finance, HR, IT, and back-office operations

Technologically proficient in ERP Systems, Financial Reporting Systems and Microsoft Office products

Preferred

Master's degree in business administration or relevant advanced degree

Post-merger integration experience within private equity-backed or founder-led environments

Experience within the professional services industry experience

Benefits

Group health insurance

Dental and vision coverage

401(k) retirement plans

Generous paid time off (PTO) allowances

Company

UHY-US

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market.

Founded in 2000

Albany, New York, USA

1001-5000 employees