IT D365 Merger and Acquisition (M&A) Lead

We are seeking a highly skilled and detail-oriented Technology Merger and Acquisition (M&A) Lead to join our team. The ideal candidate will possess a strong technical background excellent communication skills and the ability to manage complex data migration projects. This role will be responsible for screening acquired companies facilitating communication between internal technical teams and business users from newly acquired firms (NAF) and organizing data templates for data migration. The M&A Lead will play a critical role in the optimization process for each M&A. 

• Screening Acquired Companies: Conduct thorough technical assessments of acquisition targets to evaluate their technology stacks ERP data structure and data management practices. 

• Technical Due Diligence: Collaborate with Sys Admin and Architecture teams to perform comprehensive technical due diligence identifying potential risks opportunities and integration challenges

• Stakeholder Communication: Establish effective communication channels between internal technical teams and business users from the newly acquired firm to ensure smooth information flow and alignment of expectations. 

• Data Migration Planning: Develop and implement data migration strategies ensuring accurate and efficient transfer of data from the acquired company to our systems. 
• Data Template Organization: Organize and populate data templates for data migration ensuring all relevant information is captured and correctly formatted. 
• Customers Contacts Projects AR and other related data entities 
• Integration Support: Provide ongoing support during the integration process addressing any technical issues that arise and ensuring seamless integration of systems and processes. 
• Coordinate with System Administration and Architecture teams on execution of system updates and changes. 
• Participate in test migrations as needed 
• Conduct retrospective with Newly Acquired Firm (NAF) 
• Optimization: Participate in the optimization process for each M&A identifying areas for improvement and implementing best practices to enhance overall efficiency and effectiveness. 

Qualifications :

• Professional-level fluency in English. 
• Bachelors degree in information systems or related discipline. 
• Minimum of 8 years of experience with Technology Data Migrations 
• Proven experience in requirements gathering and discovery with SME End users and stakeholders. 
• Ability to write SQL Queries 
• Strong Excel skills 
• Excellent communication and collaboration skills 
• Project management skills 
• Keen attention to detail 
• Experience with Microsoft Dynamics 365 F&O preferred 
• Familiarity with finance and project-based business processes and experience working with finance and accounting teams and technologies. 
• A stable high-speed internet connection and quiet working environment. 
• Analytical mindset with strong problem-solving skills. 
• Excellent collaboration communication skills and technical troubleshooting abilities that will be used to analyze and resolve business system problems; must be able to provide documentation when required. 
• Highly motivated individual you must be proactive enthusiastic agile show initiative and be good at multitasking. 
• Ability to notice small details and triple-check processes and information for compliance and accuracy. 

Additional requirements:

• Strong English written and verbal skills.
• Reliable high speed internet 
• Working hours 9am - 6pm ET

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Additional Information :

Physical and Mental Job Qualifications

• Prolonged periods sitting at a desk and working on a computer.

Some of the Benefits We Have Include

J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our teams needs.

• Our flexible work environment allows employees to work remotely when needed
• Medical Dental and Vision Insurance
• Commuter Benefit

Other Duties

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

By submitting your application you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection processing use and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.

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EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex gender identity sexual orientation race color religion national origin disability protected Veteran status age or any other characteristic protected by law.

If you are an individual with a disability and would like to request for a reasonable accommodation please email  and include Applicant Accommodation within the subject line with your request and contact information.

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex gender identity sexual orientation race color religion national origin disability protected Veteran status age or any other characteristic protected by law.