M&A Operations Associate (Remote)

Job Summary:

We are seeking a M&A Operations Associate who can effectively navigate the complexities of transitioning ownership and business practices from acquired companies into our growing organization. This role requires a blend of hands-on involvement in daily tasks and strategic thinking to ensure long-term success. You’ll need to be adaptable and resourceful, managing a variety of responsibilities ranging from operational transitions to compliance and reporting. Comfort with ambiguity and a proactive approach to problem-solving are essential, as each acquisition presents unique challenges. This is an ideal opportunity for someone who enjoys working across multiple functions, thrives in a fast-paced startup environment, and leads transition efforts with creativity and resilience.

How you’ll make an impact: 

• Perform key administrative tasks related to business transitions, identifying recurring patterns to create more efficient processes for future integrations.
• Lead ownership and business practice transitions from retiring owners, helping acquired companies adapt to new leadership and operational models.
• Collaborate closely with M&A, finance, HR, operations, IT, and legal teams to ensure smooth transitions, addressing both immediate needs and long-term objectives.
• Maintain a strategic focus, balancing day-to-day tasks with an eye on achieving operational efficiency, leadership transitions, and organizational alignment.
• Develop and execute integration plans, managing cross-functional projects while also completing the hands-on work required to ensure success.
• Tackle complex, evolving challenges with a proactive mindset, using each situation as a learning opportunity to refine future transitions.
• Support the transition of assets, business registrations, insurance, and benefits into new entities created for each acquisition.
• Migrate financial systems (e.g., QuickBooks) and payroll systems (e.g., Gusto), ensuring seamless integration.
• Assist in leadership recruitment and onboarding for new Presidents and senior management at the acquired businesses.
• Ability to review and understand budgets, financial models, and forecasts. Building financial models is a plus but not required.
• Maintain organized records and data rooms, ensuring all critical documents are transferred and managed properly.

What you’ll bring to the table: 

• 2-4 years of experience in integration, cross-departmental coordination, project management, or related fields. Direct M&A experience is a plus but not required.
• Strong organizational and project management skills, with the ability to handle diverse tasks while maintaining a strategic perspective.
• A hands-on, problem-solving mindset, capable of identifying recurring challenges and implementing long-term, strategic solutions.
• Excellent communication and collaboration skills, with the ability to work effectively across multiple departments and stakeholders.
• A proactive, "figure it out" attitude, with a desire to learn, adapt, and solve complex problems while continuously improving processes.
• Comfort working in a fast-paced, evolving startup environment where ambiguity and uncertainty are the norms.
• Ability to travel 1-2 times per month to support transition efforts as needed.

Compensation: 

This position will receive a competitive base salary DOE, early-stage equity, and a generous benefits package including but not limited to medical, dental, vision, unlimited PTO, and paid holidays.