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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in automation, analytics, and process improvement within M&A operations, leveraging Generative AI and intelligent automation platforms to enhance efficiency and effectiveness. Proficient in developing dashboards, KPI frameworks, and scalable workflows to support executive decision-making and operational excellence.
Highest-signal resume keywords
Generative AI ExperienceWorkflow AutomationProcess ImprovementData AnalysisBusiness Intelligence Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AnalyticsAutomationBusiness AnalysisProcess ImprovementDashboard DevelopmentKPI FrameworksReporting SolutionsWorkflow MappingSystems ThinkingChange Management
Soft Skills
Analytical SkillsProblem-SolvingCollaborationCommunicationAdaptability
Tools & Technologies
Power BITableauPower PlatformSQLPythonAlteryxJiraConfluenceServiceNowSmartsheet
Industry Keywords
Mergers and AcquisitionsOperational ExcellenceDigital TransformationLeanAgile
Tech Stack
Tools & technologiesCyber SecurityPythonServiceNowSQLTableau
About the role
Key responsibilities & impact- Serve as the technology, automation, analytics, and process acceleration lead for the Merger and Acquisition organization
- Improve the efficiency, quality, scalability, and effectiveness of M&A diligence, execution, integration, portfolio management, and operational activities
- Identify and implement automation opportunities across diligence, integration, portfolio management, reporting, governance, and operational processes
- Build no-code, low-code, and custom automation solutions to eliminate manual work and reduce cycle times
- Design scalable workflows for information gathering, document management, status tracking, approvals, reporting, and collaboration
- Create reusable templates, automation frameworks, toolkits, and digital assets across transactions and integration programs
- Evaluate and implement Generative AI and AI-assisted solutions
- Advise on practical AI use cases and emerging technologies within the M&A function
- Lead process discovery, workflow mapping, current-state assessments, and operational reviews
- Identify inefficiencies, bottlenecks, duplicative effort, control gaps, handoff delays, and scalability constraints
- Design future-state operating models and standardized business processes
- Develop and maintain operating procedures, playbooks, process frameworks, templates, and best practices
- Drive adoption of new processes, tools, automation capabilities, and operating models through change management
- Analyze transaction, operational, financial, technology, cybersecurity, vendor, integration, and portfolio data
- Develop dashboards, scorecards, reports, visualizations, KPI frameworks, and executive reporting solutions
- Support executive decision-making through data analysis, trend identification, scenario modeling, and operational intelligence
- Assess and optimize enterprise and M&A processes across technology, cybersecurity, infrastructure, applications, vendors, finance, procurement, governance, and portfolio operations
- Create end-to-end process architectures and analyze dependencies across teams, processes, technologies, and stakeholders
- Assess, evaluate, recommend, manage, and optimize M&A-related platforms, repositories, workspaces, and collaboration environments
- Integrate data and workflows across systems and identify opportunities to consolidate, optimize, or automate tooling
- Inventory current tools and processes, prioritize high-value improvements, deploy AI-enabled solutions, build automated reporting, and implement future-state improvements during the first 12 months
Requirements
What you’ll need- Bachelor's degree in Business, Information Systems, Data Analytics, Finance, Engineering, Technology, Management Information Systems, Operations, or a related field
- 3 or more years of experience in analytics, automation, business analysis, process improvement, operational excellence, consulting, M&A operations, transformation, or related functions
- Experience with Generative AI, Copilot technologies, workflow automation, intelligent automation platforms, or digital transformation initiatives
- Strong analytical, problem-solving, and systems-thinking capabilities
- Experience gathering requirements and translating business needs into practical technology and process solutions
- Experience evaluating, documenting, and improving complex business processes
- Experience developing dashboards, KPI frameworks, reporting solutions, and performance metrics
- Ability to work effectively across business and technical stakeholders
- Ability to quickly learn, evaluate, and leverage new tools, technologies, and methodologies
- Work from a dedicated space without ongoing interruptions to protect member PHI/HIPAA information
- Home internet with at least 25 Mbps download and 10 Mbps upload speed
- Preferred: Experience supporting mergers, acquisitions, integrations, corporate development initiatives, or portfolio management activities
- Preferred: Experience with business intelligence, visualization, and analytics tools
- Preferred: Familiarity with Power BI, Tableau, Power Platform, Copilot, Jira, Confluence, ServiceNow, SQL, Python, Alteryx, Smartsheet, Airtable, Notion, or similar technologies
- Preferred: Experience in technology, consulting, corporate strategy, PMO, operational excellence, transformation, or enterprise process improvement environments
- Preferred: Knowledge of Lean, Agile, continuous improvement, or business transformation methodologies
Benefits
Comp & perks- Bonus incentive plan based upon company and/or individual performance
- Medical benefits
- Dental benefits
- Vision benefits
- 401(k) retirement savings plan
- Paid time off
- Company holidays
- Personal holidays
- Paid parental leave
- Paid caregiver leave
- Short-term disability
- Long-term disability
- Life insurance
- Wellness and smart healthcare decision support
- Remote work arrangement
- Self-provided internet service for home or hybrid employees
- Occasional travel to Humana offices for training or meetings
