Senior Technology, M&A

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The Senior Technology M&A Professional performs research, IT financial analysis and modeling in advance of an acquisition in order to identify risks and synergy opportunities associated with a Target company's organization, technology capabilities, processes, applications, and infrastructure. The Senior Technology M&A Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.

The Senior, Technology M&A role drives technology integration planning during acquisitions with deep focus on IT integration strategy
, synergy modeling
, investment planning
, scenario analysis
, and financial due‑diligence support
. This role combines strong M&A execution skills with FP&A discipline —including cost modeling, financial tracking, variance analysis, and executive‑ready reporting. It also leverages modern tooling to automate analysis and accelerate insight generation, ensuring leadership is equipped with clear, data‑driven recommendations throughout the M&A lifecycle.

• Develop multiple integration scenarios (full integration, partial integration, coexistence, platform consolidation, migration sequencing).

• Assess operational, financial, and technical implications of each scenario and summarize trade‑offs for leadership.

• Build structured scenario models that reflect integration cost differences, synergy timing, resourcing requirements, and risk factors.

• Partner with architecture, infrastructure, cybersecurity, engineering, and operations teams to refine integration pathways.

• Build detailed investment plans that include one‑time integration costs, recurring run‑rate changes, tooling and migration needs, and workforce impacts.

• Align investment assumptions with domain leads across Infrastructure, Apps, Cloud, Data, and Security.

• Integrate FP&A rigor into planning: pacing, phasing, cash‑flow timing, cost categorization, and forecast hygiene.

• Maintain and update planning models throughout diligence and integration windows.

• Lead preparation for investment approval forums
  , ensuring clarity of assumptions, alternatives, risks, and scenarios.

• Create executive‑ready materials for CIO, CFO, Corporate Development, IMO Steering Committees, and Board‑adjacent reviews.

• Summarize complex technical data into clear financial and business implications.

• Provide structured recommendation pathways to enable fast, informed decision‑making.

• Build synergy models focused on infrastructure consolidation, vendor optimization, tooling rationalization, cloud efficiencies, automation, and organizational leverage.

• Validate synergy assumptions with functional owners and tie to integration execution plans.

• Track synergy realization, refresh forecasts, and identify risks to delivery.

• Support technology financial due diligence by analyzing cost structures, contracts, run‑rate trends, vendor dependencies, and operational cost drivers.

• Apply FP&A skillsets to conduct variance analysis, run‑rate normalization, sensitivity analysis, and integration pacing reviews.

• Use automation‑supportive tools such as:

• Power BI / Tableau for dashboards & variance tracking

• Alteryx or Python/Excel automation for data transformation

• Adaptive Insights / Anaplan / Workday Adaptive for planning workflows

• Smartsheet or Miro for integration sequencing

• Build templates and automated workflows to accelerate diligence analytics and synergy tracking.

• Drive improvements to M&A financial processes through repeatable frameworks and tool adoption.

• Develop dashboards and trackers for actuals vs. plan across integration costs, run‑rate changes, and synergy realization.

• Partner with FP&A teams to ensure accuracy and alignment with enterprise financials.

• Highlight variances, risks, pacing issues, and decision needs for leadership.

• Serve as a key…