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.