Summary:
The Finance Manager – M&A and Integrations plays a critical role in driving the company’s growth strategy through financial leadership across mergers, acquisitions, and post-acquisition integrations. This role partners closely with Corporate Development, FP&A, Accounting, Legal, HR, IT, and business leaders to support deal execution, financial diligence, valuation, integration planning, and value realization. The ideal candidate brings strong analytical capabilities, cross-functional leadership skills, and hands-on experience managing complex transactions and integrations in a fast-paced environment.
Responsibilities:
· Lead financial due diligence efforts for acquisitions, including analysis of historical financials, quality of earnings, working capital, debt-like items, and cash flow sustainability.
· Support valuation modeling, deal structuring, purchase price allocation inputs, and scenario analysis.
· Partner with Corporate Development and external advisors (investment bankers, accounting firms, consultants) throughout the transaction lifecycle.
· Prepare executive-level materials, including investment memos, financial models, and board presentations.
· Assess financial risks, synergies, and value creation opportunities associated with potential transactions.
· Support negotiation of financial terms within purchase agreements (e.g., earn-outs, working capital adjustments).
· Lead financial integration planning and execution for acquired entities, ensuring alignment with enterprise financial processes and controls.
· Own the development and tracking of integration financial milestones, synergies, and cost-to-achieve.
· Partner with Accounting to integrate acquired entities into financial reporting, close processes, internal controls, and ERP systems.
· Collaborate with FP&A to incorporate acquisitions into budgets, forecasts, and long-range plans.
· Monitor post-close financial performance versus deal model assumptions and communicate variances to leadership.
· Support change management by working cross-functionally with HR, IT, Operations, and business leaders during integration.
· Act as a trusted finance advisor to business leaders during periods of transformation and growth.
· Improve M&A and integration playbooks, templates, and processes to enhance scalability and execution efficiency.
· Identify opportunities to standardize financial processes and optimize performance across acquired businesses.
· Ensure compliance with accounting standards, internal controls, and company policies throughout transaction and integration activities.
Education Requirements:
v Bachelor’s Degree from accredited university in Finance, Accounting, Economics, or related field, High School Diploma or equivalent (GED) is required.
Basic Requirements:
· 6–10 years of progressive experience in M&A, Corporate Finance, FP&A, Transaction Services, or Consulting
· Hands-on experience supporting mergers and acquisitions from diligence through integration
· Strong financial modeling, analytical, and problem-solving skills
· Ability to communicate complex financial concepts to senior leaders and non-finance stakeholders
· Proven ability to manage multiple priorities in a deadline-driven environment
Preferred Requirements:
· MBA, CPA, CFA, or similar professional certification
· Experience in multi-entity, high-growth, or private equity–backed environments
· Experience leading or significantly influencing post-merger integrations
· ERP integration experience (e.g., NetSuite, SAP, Oracle, Workday)