Director, Integration

In alignment with CIRIs mission and values, the Director, Integration has a high degree of ownership directly framing and executing CIRIs integration strategy. This includes performing due diligence as a key player and part of a larger team, reviewing data rooms, providing decision data points, and if an acquisition decision is made, developing organization-specific integration plans, aligning cross-functional integration teams, and creating a successful foundation between CIRI and the merged/acquired asset by ensuring smooth transitions, maximizing synergies and unlocking value. This position is required to be on-site during asset integrations and during diligence periods and is expected to travel 75% - 90% of the time. Actual duties and areas of focus are expected to fluctuate depending on the current level of merger and acquisition activity of the company.

Major Activities (Typical Duties/Responsibilities)

• Lead the development of and execute comprehensive integration plans encompassing all internal and external stakeholders:
  • Develop an objective, consistent, disciplined approach to integrations plans including timelines, meeting schedules, communication mechanisms and review processes.
  • Manage the interdependencies between functions so activities are prioritized and sequenced correctly.
  • Evaluate risks associated with an integration and mitigate to extent possible.
  • Communicate with all functional integration leaders and conduct effective kickoff meetings to ensure everyone understands their roles and responsibilities during the integration period.
  • Serve as primary point of contact to the acquisition, coordinate activities and communication across company lines.
  • Lead cross-functional teams from both CIRI and acquired assets to collaborate effectively and achieve seamless integration.
  • Identify/understand issues or concerns, navigate unforeseen challenges; provide regular status updates.
  • Collaborate with key resources and departments to ensure acquisition receives proper onboarding with all key departments.
  • Provide guidance and support during the integration.
  • Ensure compliance with all relevant regulatory requirements and coordinate with legal advisors to address regulatory challenges.
  • Identify and realize cost synergies, operational efficiencies, and revenue-generating opportunities; communicate to executive team.
  • Foster open communication and build trust between acquired and existing teams, mitigate cultural conflicts and ensure a positive employee experience.
  • Understand and be the champion of CIRIs culture, story, and values and communicate continually and consistently to acquired company.
  • Report integration progress to executive team and Board of Directors.
  • Ensure exit criteria are met; document handoffs to acquired asset leaders at the end of the integration period.
  • Capture lessons learned.
  • Monitor post-transition pulse, take action as needed or directed to smooth areas as needed for long-term success.
  • Establish key performance indicators to measure the success of the acquisition across critical areas, including financial metrics, client satisfaction, employee retention, and project delivery performance; regularly analyze data; provide reports and recommendations to executive team.
  • Develop and implement post-acquisition communication strategies to keep stakeholders informed of progress and address concerns.
  • Stay abreast of MandA integration trends and best practices, continuously improving CIRIs integration methodologies.
• Assist the Vice President, Mergers and Acquisitions in executing the companys due diligence process:
  • Perform financial modeling for potential targets:
  • Analyze data for working capital requirements and potential liabilities and risks and how they will impact valuation.
  • Develop quality of earnings analysis by assessing the quality and sustainability of the target's reported earnings and achievability of the forecast.
  • Compare financial performance to industry benchmarks.
  • Participate in diligence meetings, planning and execution.
  • Serve as CIRIs subject matter expert for due diligence data review. Support the process and participants to achieve meaningful results.
  • Coordinate cross-functional diligence teams.
  • Monitor the status of active due diligence projects, tracking projects from initiation to completion and ensure that project timelines and commitments are met.
  • Review data rooms and collaborate with consultants and department subject matter experts; conduct preliminary target analysis to identify potential risks, opportunities, and synergies in light of the companys capabilities and investment strategy.
  • Manage large amounts of data; preparing data views, reports, and presentations outlining opportunities and risks of potential targets for the executive team and Board of Directors.
• Perform other duties as required and assigned.

Knowledge/Skills/Abilities

• Understand CIRIs mission, values and strategic focus areas and incorporate knowledge into daily activities.
• Strong financial modeling and valuation skills.
• Strong MandA integration knowledge and understanding of general department functions and interdependencies.
• Ability to manage priorities; make decisions, resolve challenges, and exercise sound judgment.
• Strong project management skills with the capability to contribute to, and lead, multi-department projects.
• Critical, analytical thinking skills and ability to make decisions using good judgement.
• Excellent oral and written communication skills; ability to tailor messages to different audiences.
• Work independently as well as on a team, and with minimal supervision.
• Work well under pressure.
• Exceptional attention to detail.
• Ability to maintain a high degree of discretion with sensitive and confidential information.
• Excellent interpersonal skills; ability to work effectively and collaboratively with all levels of management and staff, affiliated-company employees as well as outside business associates or general members of the public; exhibit a professional manner in dealing with others.
• Ability to maximize utilization of available resources to collaborate on projects. Recommend and implement innovations to increase efficiency.
• Proficient with Microsoft Office suite of programs, and industry-standard software and databases.
• Ability to safely operate a motor vehicle and travel by airplane.
• Outstanding problem-solving skills including the ability to define and structure problems, collect and analyze data, and synthesize defendable recommendations into an action plan.
• Ability to combine business and operational concepts to lead multi-faceted and highly complex integration efforts.

Minimum Qualifications

• Five years progressively more responsible work experience that demonstrates financial modeling and leading MandA integration strategy and processes.
• Two years supervisory experience.
• Ability to travel up to 70% of time.
• PMP certificate preferred.
• SBA 8(a) program knowledge strongly preferred.