Finance M&A Integration & Analysis Manager
Accountabilities: Support M&A due diligence: Review financial information, operational metrics, business assumptions, and forecasts for prospective acquisitions, helping assess opportunities, risks, and potential synergies.
Prepare pre-close integration plans: Evaluate target financial data structures, charts of accounts, reporting frameworks, and other requirements to establish effective integration plans before transaction close.
Lead finance integration: Manage finance-related integration activities for acquired businesses, coordinating the transition of financial data, reporting structures, budgeting processes, and other core finance capabilities.
Coordinate systems and data migration: Partner with Accounting, IT, Data & Analytics, Operations, and other stakeholders to facilitate system conversions, data migration, and alignment with enterprise processes.
Support purchase accounting: Coordinate with internal teams and external advisors to support purchase accounting activities and ensure appropriate financial integration.
Establish performance reporting: Develop reporting processes, KPIs, and performance metrics for newly acquired businesses to provide visibility into post-acquisition results.
Track synergies and acquisition performance: Build and maintain synergy tracking, monitor performance against investment theses and forecast assumptions, and identify opportunities or risks requiring action.
Develop executive reporting: Prepare post-acquisition business reviews, financial analyses, and executive-level reporting that support decision-making and performance management.
Support earn-out analysis: Assist with earn-out calculations, performance monitoring, and related financial analyses.
Drive strategic finance projects: Lead or support special initiatives involving process improvement, reporting enhancements, operational scalability, and evolving business priorities.
Build scalable integration practices: Develop repeatable methodologies, tools, and best practices that improve the efficiency and consistency of future acquisition integrations.
Requirements
Education: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field is required.
Professional experience: At least 5 years of progressive experience in finance, FP&A, corporate development, M&A integration, or a closely related discipline.
M&A expertise: Demonstrated experience supporting mergers, acquisitions, business integrations, or post-close integration activities.
Financial analysis: Advanced financial modeling, analytical, forecasting, and problem-solving capabilities.
Integration experience: Ability to coordinate financial data, reporting structures, systems, budgeting processes, and performance management across organizations.
Cross-functional leadership: Strong ability to collaborate with Finance, Accounting, IT, Data & Analytics, Operations, external advisors, and senior stakeholders.
Project management: Ability to manage complex initiatives from planning through execution while balancing multiple priorities and deadlines.
Strategic thinking: Ability to assess risks, opportunities, synergies, and business performance and translate findings into practical recommendations.
Preferred experience: Background in a private equity-backed organization or professional services environment is advantageous.
Functional breadth: Exposure to both FP&A and accounting functions, as well as post-close reporting and business integration, is preferred.
Technology: Familiarity with Workday ERP platforms is a plus.
Advanced credentials: An MBA, CPA, or other relevant advanced business qualification is preferred but not required.
Communication: Strong written and verbal communication skills, with the ability to present financial insights clearly to executives and cross-functional stakeholders.
Benefits
Estimated base salary range of $117,000–$158,000 , with actual compensation determined by factors including location, skills, experience, education, certifications, business needs, and applicable employment requirements.
Eligibility for an annual discretionary bonus based on applicable participation rules and individual and organizational performance.
Eight health plan options, including HMO and PPO choices.
Dental and vision coverage.
Health Savings Account (HSA) eligibility with potential employer contribution.
Employee Assistance Program.
Employer-sponsored basic life insurance and short- and long-term disability coverage.
401(k) savings plan with profit sharing and employer matching contributions.
Well-being incentive programs.
Education and professional certification assistance.
Flexible time off.
Family care and parental leave.
Family formation benefits.
Cell phone reimbursement.
Travel rewards.
Voluntary benefits including critical illness and accident insurance, hospital indemnity, legal services, long-term care, pet insurance, identity theft protection, and supplemental life/AD&D coverage.
Remote work flexibility.
Opportunities to work on high-impact M&A initiatives and collaborate across finance, technology, operations, and advisory functions.
Benefits eligibility varies based on annual hours, position status and level, and work location.
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