D365 Technology M&A Analyst

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets.

The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

We are seeking a highly skilled and detail-oriented Technology Merger and Acquisition (M&A) Analyst 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 Analyst 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.

• Professional-level fluency in English.
• Bachelor’s degree in information systems, or related discipline.
• Minimum of 5 years of experience with Technology Data Migrations.
• Proven experience in requirement gathering and discovery with SME, End users, and stakeholders.
• Ability to write SQL Queries.
• Strong Excel skills.
• Excellent communication and collaboration 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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