Director, Business Integration & Operations

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

Under the direction of the Corporate Development Partner theDirector, Business Integration& Operationsplays a pivotal role in ensuring that strategies, processes, and resources are seamlessly aligned across newly acquired entities. This professional is responsible for orchestrating the integration of people, technology, information, and operations to achieve organizational goals and maximize value creation.     Essential Responsibilities:   - Offers strategic direction and participatesin all aspects of M&A transactions including due diligence, integration planning and executing against post-transaction integration activities. - Manages cross-functional team during due diligence and post transaction Integration.  - Leadsintegration plans forinternal (I3T, Finance, Marketing, T&C), practice and growth functions to align with the strategic goals of an acquisition.  - Establishes and maintains an integration playbook that allows for repeatable and scalable processes that are continuously updated based on lessons learned.  - Supports the execution of business initiatives throughout the integration and transition period, ensuring that integration goals and metrics are achieved and measured, while regularly reporting on emerging issues in a timely manner.  - Collaborates with cross functional teams and leaders to provide strategic input and ideas for initiatives that improve and maximize efficiencies for M&A activities.   - Oversees communication of the integration schedules and status to internal and external stakeholders.  - Manages and leads M&A team aligned to Integration.   - Identifies risks associated with integration activities and creates/executes actions to reduce or eliminate these risks.  - Leads change management activities and guides training teams to ensure integrated approach success. 

Knowledge, Skills and Abilities

Required Qualifications:  - Bachelor’s degree in Human Resources or related discipline  - 10+ years aligning people, processes, and tech across business units during critical transitions, ideally in professional services environments.  - Managerial or supervisory experience.  Skills & Abilities:  - Ability to plan, prioritize, and organize work effectively  - Ability to balance many projects simultaneously  - Ability to work under pressure and time deadlines  - Ability to analyze data and recommend solutions.  - Ability to hold a high degree of accuracy, confidentiality, and timeliness for completion of projects  - Ability to effectively use organizational tools to enhance overall project execution, ensure communication of project status, and completion of tasks and projects meeting quality control standards.   - Ability to navigate through ambiguity and approach opportunities in a flexible and creative manner    - Advanced written, verbal and presentation skills.  - Advanced in Word, Excel, PowerPoint, and Outlook  Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!    #LI-REMOTE #LI-BD1