Role Profile – Integration Executive (M&A)
Team: Integration
Reporting to: Integration Supervisor
Purpose: Your primary responsibility is to assist with the integration of new and previously acquired businesses across the group to ensure all company acquisition projects are integrated smoothly into the AFH Group.
Responsibilities:
Assist the Senior Executives with Acquisition projects through Due Diligence stage to post completion integration.
Updating and maintenance of project plans and integration proposal
Liaising with Vendors and Advisers to obtain relevant information
Preparation of correspondence to clients and providers including letters, emails, and forms
Assist with the analysis and cleansing of data sets from various sources
Maintain and update systems accurately with various information
Support the delivery of requirement gathering, integration, implementation and training as required
Take a flexible approach to work, actively engaging in ad hoc responsibilities to support the wider delivery of each integrating acquisition
Any other reasonable request made by a Director/Manager of the organisation
Experience, knowledge and qualifications:
Experience of working within a project, acquisitions or financial services environment
Ability to meet tight deadlines and be comfortable working independently
Excellent communication skills and a good relationship builder
A self-starter who can use their own initiative
Ability to solve problems and think analytically
Great organisational and time management skills