General Function

In alignment with CIRI’s mission and values, the Director, Integration has a high degree of ownership directly framing and executing CIRI’s integration strategy. 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)

1. 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:
     1. Lead cross-functional teams from both CIRI and acquired assets to collaborate effectively and achieve seamless integration.
     2. Identify/understand issues or concerns, navigate unforeseen challenges; provide regular status updates.
     3. Collaborate with key resources and departments to ensure acquisition receives proper on-boarding with all key departments.
     4. Provide guidance and support during the integration.
     5. Ensure compliance with all relevant regulatory requirements and coordinate with legal advisors to address regulatory challenges.
     6. Identify and realize cost synergies, operational efficiencies, and revenue-generating opportunities; communicate to executive team.
     7. Foster open communication and build trust between acquired and existing teams, mitigate cultural conflicts and ensure a positive employee experience.
     8. Understand and be the champion of CIRI’s culture, story, and values and communicate continually and consistently to acquired company.
     9. Report integration progress to executive team and Board of Directors.
     10. 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 M&A integration trends and best practices, continuously improving CIRI’s integration methodologies.
2. Assist the Vice President, Mergers and Acquisitions in executing the company’s due diligence process:
   • Perform financial modeling for potential targets: 
     1. Analyze data for working capital requirements and potential liabilities and risks and how they will impact valuation. 
     2. Develop quality of earnings analysis by assessing the quality and sustainability of the target's reported earnings and achievability of the forecast. 
     3. Compare financial performance to industry benchmarks.
   • Participate in diligence meetings, planning and execution.
   • Serve as CIRI’s subject matter expert for due diligence data review. Support the process and participants to achieve meaningful results.
     1. Coordinate cross-functional diligence teams.
     2. Monitor the status of active due diligence projects, tracking projects from initiation to completion and ensure that project timelines and commitments are met.
     3. 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 company’s 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.
3. Perform other duties as required and assigned.

Knowledge/Skills/Abilities

• Understand CIRI’s mission, values and strategic focus areas and incorporate knowledge into daily activities.
• Strong financial modeling and valuation skills.
• Strong M&A 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

• Bachelor’s degree.
• Five years progressively more responsible work experience that demonstrates financial modeling and leading M&A 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.
• Ability to pass a background check.