Job Description

As the M&A Integration Senior Associate, you will support diligence, integration, and value creation activities of acquired firms. Reporting to the Director of M&A Integration, this individual will be responsible for supporting the integration process from pre-close planning to full operational alignment. The ideal candidate brings a structured, hands-on approach with strong project management capability and the ability to build relationships and provide support to functional teams.

• Participate and support all aspects of the transaction lifecycle from diligence through full operational integration
• Develop and execute integration plans (Day 1 and post-close) including timelines, milestones, and workstream tracking
• Monitor integration progress, identify risks and dependencies, and escalate issues to leadership as appropriate
• Partner and own the day-to-day integration management of HR, IT, and Finance
• Execution of certain tactical accounting integration and financial reporting activities
• Support the identification, planning, and execution of value creation opportunities for acquired firms
• Develop and maintain detailed project plans, maintain status reporting, track progress, and prepare updates for stakeholders on integration status
• Identify potential risks, ensure exit criteria are met, and document lessons learned for future acquisitions

Supervisory responsibilities

• None

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time

Travel required

• It is strongly preferred that this person be able to work from a UHY office
• Singificant travel is required (Up to 50%). Must be able to attend pre-close and post-close integration meetings which require overnight stays and use of commercial air/land travel

Required education and experience

• Bachelor’s degree in accounting, finance, or information systems, or related field
• 1 - 2 years of M&A experience, ideally post-merger integration and buy-side diligence
• Strong financial and business acumen with the ability to link integration activities to value creation
• Exceptional project management, organizational, and problem-solving skills
• Familiarity with Finance, IT, and HR operations and overall back-office of organizations
• Excellent communication and interpersonal skills; ability to influence and build consensus across diverse stakeholders
• Technically proficient in Microsoft Office Products

Preferred education and experience

• MBA or CPA
• M&A experience within private equity-backed or founder-led environments
• Experience within the professional services industry
• Investment banking experience

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

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. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.