Corporate Development Project Coordinator

SUMMARY:

Allworth Financial is seeking a Project Coordinator with excellent communication and organizational skills to join our M&A Project Management Team.

The primary responsibility of this position is to support acquisition growth through project coordination, project management, and stakeholder communication within the Corporate Development (Mergers & Acquisitions) Team.  This position will assist in managing all M&A project management activities across the organization, assist in documenting and improving existing processes and tools, facilitate coordination across internal teams, and support leadership decision making tied to core organizational goals.

This is a hybrid position and has the flexibility to work in our Folsom, CA or in our Addison, TX office.

DUTIES AND RESPONSIBILITIES:

 Project Coordination of M&A Activities and Key Deliverables

• Support the planning, rollout, and management of multiple project plans across various project phases
• Monitor the successful completion of Corporate Development deliverables on active M&A opportunities
• Monitor the successful completion of all functional deliverables on active M&A opportunities
• Support meetings with managers and business leaders across the firm, at times including sellers, including meeting facilitation, presentation development, and action item tracking
• Work with business leaders and associates across each function of the business to help ensure smooth integration of acquired firms
• Facilitate communication across all functions involved in active and historical M&A opportunities
• Assist Corporate Development Team in ensuring leadership has clear visibility into the overall progress and performance of each function throughout integration

 Process Optimization

• Streamline existing processes and improve the efficiency of the business through simplifying processes and leveraging technology to eliminate manual work
• Document key processes and support the buildout of the Corporate Development Playbook
• Support development and documentation of Corporate Development Project Management Framework
• Assist with M&A lessons learned and feedback facilitation, documentation, and reporting

 Capacity Planning

• Monitor the resource requirements and capacity across the firm to ensure deliverables are appropriately managed, and work with leadership to ensure sufficient capacity is dedicated to projects
• Support level of effort estimates and projections across all functional groups

 Management Reporting & Analysis

• Further develop and support reporting and analysis capabilities for the Corporate Development Team
• Support management reporting on the progress and status of all functional M&A activities
• Lead ad hoc projects supporting the Corporate Development and Finance Teams, as well as other functional groups as necessary

QUALIFICATIONS:

• Bachelor’s Degree
• Hands-on experience working as a project coordinator, project management assistant, or project analyst
• Process-oriented with well-developed critical thinking skills
• Excellent communication and organizational skills, with strong attention to detail
• Strong analysis skills
• Strong sense of ownership and ability to prioritize multiple overlapping project demands
• Ability to successfully work collaboratively and independently
• Project Management Qualifications (CAPM or PMP preferred), with experience in project management software (MS Project, Monday, etc.) and process mapping software (Visio, Lucidchart, etc.)
• CRM experience is a plus

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  Typical reporting relationships are described, but actual relationships may vary in some instances.  This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.