M&A Portfolio Specialist

At Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry. Carriage Services is an equal opportunity employer.

We are looking for a M&A Portfolio Specialist to join our team. This person would own the full lifecycle of all acquisitions tasking and internal coordination from diligence through post close stabilization

Compensation: 75,000

Job Type: FT

Location: 3040 Post Oak Blvd. Houston TX

Responsibilities

• Maintain the master portfolio of all active, pending, and recently closed deals
• Balance capacity, timelines, and risk across multiple concurrent integrations
• Serve as the M&A Operations liaison to Corporate Development during diligence
• Assist teams in translating diligence findings into operational readiness plans and coordinate with teams on decisions made based on findings
• Ensure that HSC teams (Accounting, IT, HR, Legal, Operations, Marketing, etc.) receive the right information at the right time
• Build and maintain the master integration plans for each acquisition
• Break down diligence findings into structured, sequenced tasks across teams
• Drive cross-functional kickoff meetings, timelines, and deliverables
• Identify risks early and escalate before they impact the close or transition
• Ensure on-site leadership and HSC teams are prepared for Initial meetings with locations, Week-of-close activities, first 30-, 60-, and 90-day operating periods
• Confirm systems access, Onboarding and payroll, billing, reporting, vendor setup, and compliance are ready to go
• Confirm materials are ready and shipped for smooth Day 1 transitions across all operations teams
• Own all post-close tasking, dependencies, and issue resolution
• Track completion, quality, and adoption of all integration workstreams
• Ensure no work falls through the cracks after the close date
• Facilitate the Performance Tracking for each acquisition
• Support projects and initiative, when needed, across the organization as part of the Continuous Improvement team
• Partner with teams to help keep work organized, moving forward, and aligned to goals.
• Apply consistent project and improvement practices to support effective execution.
• Assist with tracking progress, outcomes, and shared learnings to support continuous improvement.

Qualifications

• Bachelor’s degree required
• MBA strongly preferred
• Have 1-3 years’ experience in an M&A or Project Management environment
• Proven experience in M&A, brokerage, corporate development, or integration project support
• Strong background in project or portfolio management across complex, multi-team initiatives
• PMP or equivalent professional project management experience preferred
• Experience using tools such as monday.com, Smartsheet, Asana, or similar enterprise PM platform
• Strong written and verbal communication skills
• Detail-oriented with strong organizational and time management skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment