Simatree Hiring for Senior HR Lead for M&A at Remote Full Time

HR Lead for M&A

About The Company

This financial services & insurance company is a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

Role Overview

The Integration Office is seeking a Human Resources (HR) Lead for Mergers & Acquisitions (M&A) to manage the HR due diligence and integration processes for acquisitions. This position sits within the Integration Office and reports to the COO for M&A. The HR Lead for M&A will collaborate closely with the COO for M&A, the broader Integration Team, the HR team, and acquisition Target HR lead(s). This position requires an ability to engage directly with prospective targets’ HR lead(s) to identify HR-related risks, mitigation strategies, and integration plans. This role requires a strategic, collaborative, and solution-oriented mindset.

Responsibilities include:

-Project Management

• Develop and maintain a standard, detailed project plan for the HR-related diligence and integration tasks aligned to the overall M&A project plan, including key milestones, key cross-functional collaboration points, timelines, and responsible parties
• Tailor the standard project plan for each acquisition
• Drive the execution of due diligence and integration activities against the predefined project plan
• Proactively identify and mitigate timeline and other risks

-HR Due Diligence. Review key diligence areas, including:

• HR Compliance
• Policies
• Staffing & Personnel
• HR Systems
• Employee Benefits, 401k, and associated costs
• Facilitate due diligence discussions with Target HR lead(s)
• Identify risks, associated mitigation strategies, and detailed action plans, in collaboration with Target, HR, and other functional areas
• Develop HR Diligence Reports and associated products

-HR Integration. Collaborate with the Target, HR, and other functional areas to:

• Develop a holistic, comprehensive integration plan, including key milestones, key cross-functional collaboration points, timelines, and responsible parties
• Execute against integration plan
• Identify and mitigate timeline risks
• Facilitate retrospectives with the Target to identify process improvements

-Synergy Identification & Tracking

• Establish cost benchmarks and other KPIs to support the M&A and Finance teams’ understanding of the one-time and ongoing costs of HR and benefits
• Collaborate with the M&A and HR teams to identify possible synergies and/or cost increases from the integration of the Targets
• Document the timeline KPIs that quantify the impact of anticipated synergies on budgets and workload
• Monitor identified synergies over time

-External Vendor Management. Vendor management for due diligence:

• Identifying when an external vendor(s) is appropriate for due diligence based on workload considerations
• Overseeing the quality and timeliness of vendor deliverables

-Vendor management during integration

• Collaboration with external vendors of to complete HR integration
• Management of external vendors from target companies to integrate contracts into standards of service

Requirements

• At least 5 years demonstrable experience leading HR diligence and integration projects
• At least 5 years demonstrable project management experience
• Bachelor’s degree in organizational behavior, organizational psychology, HR studies, business management or a similar related field
• 7+ years of HR experience
• Previous experience working on cross-functional teams
• Excellent written and verbal communication, strong executive presence, and facilitation and presentation skills
• Strategic, collaborative, and solution-oriented mindset
• A proven ability to foster trust-based relationships
• Ability to travel 25% – 35%
• Nice-to-have: previous experience in the insurance industry
• Nice-to-have: Master’s Degree

Job Type: Full-time

Pay: $170,000.00 – $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

Supplemental Pay:

Experience:

• Human Resources: 7 years (Required)
• leading HR diligence and integration project: 5 years (Required)

Work Location: Remote