POSITION OVERVIEW:

The Project Manager, Merger & Acquisition Integrations, is responsible for supporting Navacord’s growth ambitions through assisting in the due diligence of prospective partners in addition to leading and coordinating the integration efforts of existing and acquired brokerages. Seamless integration will be a key competitive advantage for Navacord.

RESPONSIBILITIES:

• Assist the acquisition team through the full cycle of the mergers and acquisitions process including due diligence, financial modelling, building integration project plans, working with the key stakeholders to execute on the integration plan, etc as necessary

• Lead projects to successful completion using proven “fit-for-purpose” project management tactics, an aptitude for change and a common- sense approach to project execution

• Establish and monitor critical success measures for each project to ensure objectives and value was delivered. Prepare executive summaries

• Guide the governance of all projects and manage stakeholder priorities and alignment. Stakeholders include executives, Canada-wide business leaders and key head office roles

• Build and own the integrated project plans across key functions such as IT, accounting, HR, marketing/sales, operations, etc. Ensure interdependencies are understood and managed. Coach and support individual workstreams in building their unique project plans as required

• Own issue and risk management for each project including determining, rationalizing, tracking, and handling risks and issues that arise during the projects

• Build Navacord’s integration best practices techniques and artefacts for reuse

• Leverage data from across the organization to drive improved business results

• Serve as a visible team member of Navacord when working alongside current and prospective partners, ensuring clear communication, control and positively demonstrating our culture and values

REQUIREMENTS:

• 3 to 5 years of experience in operational integration of mergers & acquisitions is strongly preferred

• Strong financial acumen and ability to support due diligence

• P&C and/or Group Benefits insurance experience is highly desirable

• Solid business project management, conflict resolution and people management skills

• Ability to manage multiple priorities in fast-paced environment

• Must be a self-starter, demonstrate flexibility and adaptability

• Excellent interpersonal skills and has a proven background of leading through influence

• Excellent written and oral communication skills and executive presence

• Organized and detail oriented

• High level of integrity and strict adherence to protecting confidential information

EDUCATION:

• CPA or Graduate degree preferred

• CBV or CFA designations preferred

• PMP certification preferred

We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.