Overview
This role supports the Finance function at the intersection of M&A Operations, M&A Integrations, and the acquired company’s finance and accounting teams. The Finance Analyst acts as the key link between pre-close deal models and post-close operational and financial realities, ensuring accurate financial tracking and reporting throughout integration.
Responsibilities
Monthly Business Review (MBR) Reporting
- Own the financial MBR scorecard for each acquired organization and publish monthly reports to senior leadership
- Report financial KPIs versus prior year and deal targets, providing variance explanations and forward-looking commentary
- Coordinate with M&A Operations leadership to incorporate operational context into financial reporting
- Maintain a rolling 30/60/90-day financial outlook for each integration and flag risks early
Synergy Tracking & Realization
- Build and maintain synergy tracking models quantifying revenue, cost, and operational synergies by deal and workstream
- Translate deal targets from Corporate Development’s 3-year P&L model into trackable milestones for the M&A Integration team
- Report monthly progress on synergy realization and identify opportunities to accelerate synergies or mitigate financial risks
Deal Target Accountability & P&L Management
- Lead financial reconciliation at deal close between underwriting assumptions and actual P&L to establish a clean baseline
- Maintain and update the 3-year P&L model for each acquired organization, incorporating actuals and re-forecasting as needed
- Track key financial metrics including fulfillment margin, parcel margin, software margin, gross profit, and EBITDA against deal assumptions
- Analyze labor efficiency metrics in partnership with Operations and report financial implications
- Model cost optimization scenarios such as rightsizing, carrier improvements, and vendor changes
Integration Finance Partnership
- Serve as the dedicated finance resource embedded with the M&A Integration Team, accountable for financial tracking across integration workstreams
- Support management of Transition Service Agreements (TSAs), tracking costs, exit fees, and escalation clauses against deal assumptions
- Partner on customer health metrics and financial impacts of escalations or disengagement
- Connect integration milestones (go-lives, headcount transitions, billing cutovers) to P&L impact and variance reporting
- Reconcile integration decisions and operational changes against deal models, flagging deviations and updating forecasts
Playbook & Post-Mortem
- Lead financial post-mortems at integration conclusion to assess synergy achievement, document variances, and capture lessons learned
- Provide feedback to Corporate Development to improve acquisition pricing and underwriting assumptions
- Develop repeatable financial templates such as MBR scorecards, synergy trackers, and P&L bridges for future deals
- Collaborate on refining integration playbooks to embed financial processes into standard models
Requirements
- Bachelor’s Degree in Finance, Economics, Statistics, Information Systems, or Engineering
- 2-4 years of experience using databases and dashboards to inform business decisions
- Proficiency in SQL and Python or R
- Experience with Business Intelligence tools such as Domo, Tableau, or PowerBI
- Strong ability to compile and analyze large datasets
- Skilled in creating executive-level dashboards and presentations
Preferred Qualifications
- Experience with cloud development platforms (AWS, GCP, Azure)
- Familiarity with FP&A systems such as Essbase, Adaptive Insights, Anaplan, or NetSuite
- Located in Atlanta, GA or within the Eastern Time Zone (highly preferred but not required)
Location
Atlanta, GA preferred; candidates in the Eastern Time Zone will also be considered.
Compensation & Benefits
Details regarding compensation and benefits will be provided during the interview process.