SUMMARY

Technical Analyst Post-Merger Integration (Hybrid: Business + Technical)

About the Role

We are seeking a detail-oriented and proactive Technical Analyst to support Post - Merger

Integration (PMI) initiatives. This hybrid role combines strong domain understanding with

hands-on technical skills to independently discover and validate requirements, design

clear frameworks, and develop execution plans. A core focus is to analyze the acquired

company’s technology and process stack, map it to our ecosystem, and recommend the

best integration approach. They will ensure outcomes are well-defined, feasible,

measurable, and delivered on time.

Key Responsibilities

PMI Discovery & Assessment: Rapidly inventory and assess the acquired

company’s product, data, and process stack (applications, data models, APIs,

integrations, workflows, SLAs), documenting current-state capabilities and

constraints.

Stack Mapping & Alignment: Create detailed mappings from acquired systems to

our platforms and processes, including data entities/attributes, interface

touchpoints, roles/permissions, and operational handoffs; identify overlaps, gaps,

and deprecation candidates.

Integration Options & Recommendations: Propose integration patterns (e.g.,

consolidate, federate, phase-and-bridge), articulate trade-offs, and recommend

best-path actions aligned to business outcomes, risk, cost, and timeline.

Technical Decomposition: Translate target-state outcomes into epics, user

stories, data contracts, and interface specifications; outline system interactions,

dependencies, and non-functional requirements (performance, security, scalability,

compliance).

Requirement Gathering & Analysis: Lead structured discovery with stakeholders

to elicit, clarify, and document business needs and success metrics; convert

ambiguity into clear, testable, and technically feasible requirements.

Frameworks & Documentation: Produce PMI-specific artifacts (current/target

state diagrams, sequencing/transition plans, cutover runbooks, decision logs,

RACI/DACI, prioritization matrices) to drive shared understanding and decisions.

Execution Planning: Build and maintain integration plans with scope, milestones,

dependency maps, risks/assumptions, and mitigation strategies; define and track

measurable outcomes and KPIs.

Data Quality & Reconciliation: Partner with data teams to define reconciliation

strategies, data quality checks, and migration validation plans; ensure lineage and

auditability across systems during transitions.

Stakeholder Management: Manage stakeholder communication independently

across both organizations; facilitate workshops, align on scope and phasing, handle

trade-offs, and maintain a consistent communication cadence.

Status Reporting: Provide transparent, timely status updates and executive

summaries highlighting progress, decisions/asks, risks, and blockers.

Expected Deliverables (PMI)

Stack inventory and current-state assessment

System and data mapping matrix (acquired acquirer)

Integration options summary with recommendations and trade

offs

BRD/FRD and user stories with acceptance criteria

Cutover plan and runbook, with risk/rollback considerations

Reconciliation and validation plan with data quality checks

Qualifications (Must - Have)

10+ years of overall experience in technology or product environments, including

5+ years as a Technical Analyst (or similar) with hands-on experience in

integrations, re-platforming, or PMI

Demonstrated ability to assess unfamiliar stacks and produce clear mappings to a

target ecosystem

Domain-informed decision-making; can recommend integration approaches and

trade-offs during discovery/design

Technical fluency: read/write basic SQL; interpret API specs; understand data

models and identity/permission models

Strong stakeholder management and communication; facilitates workshops and

executive readouts

Proficient with Jira, Confluence, Salesforce, Snowflake, and Lucidchart (or

equivalents)

Working Style, Tools, and Processes

Working style: Independent executor who drives clarity in ambiguous,

fast-changing PMI contexts; concise communicator who surfaces risks early and

proposes options; collaborative partner balancing business value, user impact, and

technical feasibility.

Tools: Salesforce (CRM), Snowflake (data platform), Jira (delivery), Confluence

(documentation), and Lucidchart (flows/architecture). Also comfortable with

Google Docs/Slides or Microsoft PowerPoint for presentations, and Sigma

Computing or comparable lightweight dashboards/BI for metrics.

Core practices: Executive-ready status updates, decision logs, RAID registers;

disciplined backlog hygiene, requirements traceability, and version control for

documentation.

Technical Business Analyst (Post-Merger Integration)

Job Description

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