The Integration Analyst is responsible for supporting the Access’s acquisition and integration efforts in driving revenue growth and expanding market presence globally through acquisitions of records and information management businesses. The Integration Analyst will be responsible for assisting with the following aspects of the acquisition and integration process for the Company:
Due Diligence & Project Management: Work with Vice President, Corporate Development Integration and the Corporate Development Team to assist with due diligence efforts, data collections, and project management of Access’ upcoming transactions.
Data Steward: Extraction, standardization and cleansing of data from acquisition prospects and Corporate Development due diligence, including plans and key customer accounting and inventory information.
Integration Data Hand-Off: Provide all data with clear written narrative to the Integration Management Office (“IMO”), Information Technology, and other functional department heads within the Company.
Day One / Week One Planning: (i.e. post-close) integration planning, coordination, and on-site support (when deemed necessary), and
In addition to strong data analytics skills and background, it is critical for this individual to have a high degree of credibility with business owners of acquisition targets and internal functional department heads. This role will require a high proficiency in interpersonal management skills and flexibility / finesse. This individual must quickly engender the trust of small business owners and internal Access constituents and maintain that through a sometimes-long transaction and integration process. The position may require substantial travel and willingness to non-standard hours (including weekends) as required by the acquisitions in progress.
Primary Functions:
Due Diligence & Project Management (~25%)
Work with Vice President, Corporate Development Integration and the Corporate Development Team to assist with due diligence efforts and data collection.
Track the Corporate Development deal process by project to allow for communication and thus, better preparedness by the integration team
Be actively engaged on pre-close diligence trips to support diligence findings, document discussions, and ensure appropriate follow-up as needed
Perform groundwork activity with Corporate Development team with deal model budgets and synergy plans handed off for integration; specifically, around FP&A for Code 90 and Operating plans
Efficiently and effectively complete integration tasks assigned to Corporate Development within Smartsheet and support other departments where needed
Data Steward (~50%)
Work with Corporate Development Team and Acquisition Target Sellers and Access IT team to extract data, consolidate to standardized templates and utilize tools and systems to ensure data quality and completeness for hand off to other Access departments
Work with each functional group to develop and maintain standardized templates for data hand offs.
Aid the VP of Corp Dev Integration with diligence gathering and write up the results of due diligence visits
Integration Data Hand-Off (~20%)
Document and provide operational information in standard format to the IMO, including but not limited to acquired client data, synergy plans, facility move plans, racking plans, safety & building upgrades and transfer synergy plans, facility move plans, racking plans, safety & building upgrades, etc. to appropriate teams
Maintain strong internal relationships with Access key stakeholders holding routine one on one check-ins to evaluate potential improvements to processes and templates.
Day One / Week One Planning (~5%)
Work with appropriate teams prior to closing a deal to ensure that the employee census is completed and offer letters are ready for employees post-close
Work with vendors providing marketing materials, day one “swag”, etc.; coordinate shipment and day one / week one activities
Order materials to be used for client integration
Work with department leaders to coordinate day one / week one activities (including logistics/agenda, Access presentation, Seller relations, etc.)
Travel to acquisitions post-close, as needed
Secondary Functions:
Act as an ambassador of Access to ensure Access maintains position as an “Acquirer of Choice” using discretion and respecting confidential nature of the information gathered.
Support the Integration Management Office during the integration of each transaction
Improve due diligence and corporate development process, integration data hand-off requests, and day one / week one activities to align with company/functional group changes
Continuously augment job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks and participating in professional organizations
Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
Technical Skills/Requirements
Understand data sources, data structure and data capture and reporting systems
Strong Microsoft Excel skills with other competencies in relational databases and ability to extract data from acquired companies’ databases and use database tools to cleanse and standardize data.
Perform data integrity checks, report anomalies, and work with business teams for resolution.
Ensure business rules are adhered to when data is created, updated, or deleted, by performing data quality control activities.
Advocate cultural change for data management and governance functions working to support the enterprise direction within M&A efforts
Assist in the establishment of standards and develop reports to measure process improvements.
General Knowledge, Skills and Abilities
Experienced with manipulating and cleansing large data sets
Advanced in Microsoft Office Suite required, primarily Excel and PowerPoint
Skilled with data mapping projects entailing metadata consolidation and restoration
Proven process and project management experience
Experience with project management software tools, Smartsheet preferred
Experience with records management software, Total Recall and/or O’Neil preferred
Ability to collaborate and demonstrate strategic/creative thinking, problem solving and individual initiative
Excellent communication skills, both oral and written
Ability to navigate multiple levels of the organization
Independent self-starter with a strong work ethic; able to work under high pressure
Excellent interpersonal and presentation skills
Ability to work and focus remotely
Ability to leverage critical business relationships both internally and externally
Ability to manage multiple complex simultaneous projects and prioritize tasks and timelines
Willingness to work outside of standard working hours as deal dictates
/ QUALIFICATIONS
Education and Years of Experience:
Bachelor’s Degree in Business Management, Statistics, Project Management, Data Analytics or related field is required.
2-4 years’ experience with data, reporting, analytics, project management or integration
Environmental job requirements
Office environment; dusty facility environments
Ability to travel up to 30-50% of the time dependent upon project demands
