Sr Facilities M&A Specialist
$85k - $95kWealth 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)
$85k - $90k
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