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Sr Facilities M&A Specialist

$85k - $95k
Full-time

Wealth Enhancement Group

Role Description

We have an exciting opportunity for a Sr Facilities M&A Specialist ! This position is responsible for the successful integration of acquisition firms to the WEG Facilities platforms. Primary functions include:

  • Coordinating and conducting Facilities diligence
  • Vendor transition management
  • Providing Facilities support to acquisition firms post close

This is a fully remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $85,000.00 to $95,000.00 , exclusive of bonuses and benefits. This role is also eligible for an annual bonus.

Primary Job Functions

  • Coordinate and conduct Facilities diligence
  • Engage WEG’s real estate partner for market intelligence on acquisition firm’s current real estate
  • Coordinate site diligence with WEG’s real estate partner to identify items that may be material to the acquisition terms
  • Conduct diligence meetings with acquisition firm to identify current and future Facilities items that may be material to the acquisition terms and were not captured in the site diligence
  • Create space modeling comparisons for acquisition real estate to WEG real estate model
  • Document all diligence items in WEG’s acquisition management software and report any potential risks identified
  • Vendor Transition Management
  • Review vendor workbook and make appropriate determination for Facilities vendors
  • Participate in vendor transition discussions with acquisition firm as required
  • Partner with acquisition firm to collect necessary information for transition of identified vendors
  • Partner with Vendor Management team and Accounts Payable to establish new vendors in WEG vendor and payment systems
  • Establish acquisition firm with WEG national vendor partners as identified
  • Create new vendor accounts and communicate account information to acquisition point of contact
  • Establish WEG USPS accounts for acquisition firm as required
  • Track progress of identified vendor transition and set up activities
  • Branding
  • Coordinate and manage signage transition to WEG including the fabrication and install of new signs
  • Partner with Marketing Brand and Creative on non-standard sign requests/requirements
  • Coordinate and manage repair work required for signage transition
  • Implement brand standards for acquisition space/furniture refresh, expansions or renovations
  • Document Management and Communication
  • Document Facilities acquisition processes and procedures
  • Document filing for all real estate legal and finance matters and ensure all necessary documents have been collected
  • Ensure acquisition lease documents are uploaded to the lease management system post close
  • Alert Facilities team to critical lease dates that may create risk post close
  • Serve as point of contact for Facilities acquisition firm questions and requests pre and post close
  • Coordinate/assist with other integration activities identified by Facilities Manager

Qualifications

  • College degree in business management or similar
  • PMP certification, preferred
  • 5+ years mergers and acquisition or transition management experience
  • Excellent oral and written communication skills; to communicate effectively and work with internal and external resources
  • Excellent organization and problem-solving skills with the ability to prioritize workflow and projects and use judgment to plan and accomplish goals
  • Strong attention to detail with the ability to communicate effectively and work with all levels of the organization
  • Ability to lead and direct the work of others
  • Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures
  • Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met
  • Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures
  • Expertise with Microsoft Office and other software as required
  • Travel required

Benefits

  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance – employer paid and voluntary options
  • Short-term and long-term disability, workers compensation – employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Vacancy posted 4 days ago
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