M&A and CAPEX Valuations Manager

Overview

Date Posted: 2026-10-29

This position supports the organization’s M&A and CAPEX financial leadership efforts, serving as a finance subject matter expert for acquisition and capital projects. The role includes ownership of analytical frameworks, integration planning support, forecasting and budgeting, and executive-ready decision support.

Responsibilities

M&A and CAPEX Financial Leadership

• Serve as finance subject matter expert for M&A efforts and CAPEX projects in partnership with business development, facilities, and operations leadership.
• Own the analytical framework for measuring and interpreting financial performance of acquisitions and CAPEX projects in progress and post go-live, tracking business case vs. actuals.
• Participate in integration planning to monitor expenses relative to approved business cases and update models to provide timely visibility into changing expectations.
• Develop and refine transparent, repeatable reporting and models that explain performance and support performance evaluation vs. business cases.

Forecasting, Budgeting, and Planning Support

• Lead forecasting, budgeting, and planning activities related to the M&A pipeline, CAPEX projects, and enterprise capital budget allocation.
• Build models to support annual planning cycles, in-year forecasts, and scenario analysis.
• Partner with stakeholders to ensure assumptions are well-supported, documented, and aligned to business realities.

Executive Decision Support and Reporting

• In collaboration with cross-functional teams, build business cases in support of M&A and CAPEX projects.
• Deliver concise, executive-ready reporting packages evaluating performance vs. business case expectations, explaining results, and highlighting risks and opportunities.
• Build “so what” insights to help leadership understand what is changing, why it matters, and what actions may improve outcomes.
• Tailor analyses for different leadership audiences.

Analytical and Strategic Support

• Support analytical, reporting, and strategic needs in support of organizational growth.
• Contribute to ad hoc analyses, business cases, profitability reviews, strategic planning efforts, and leadership requests.
• Help prioritize opportunities to improve financial performance.
• Ensure outputs are auditable and easy for stakeholders to interpret.

Continuous Improvement and Cross-Functional Collaboration

• Partner across finance, operations, and practice leadership to identify opportunities for process improvement and stronger performance management—particularly as it relates to post go-live M&A and CAPEX project postmortems.
• Recommend enhancements to underwriting, analytical, and integration approaches to improve decision support and outcomes over time.

Requirements

• Bachelor’s degree required.
• Advanced degree (MBA, MS or similar) in finance, analytics or related field preferred.
• 7+ years of progressive experience in M&A, corporate development, PE, FP&A, financial modeling, or analytics.
• Demonstrated track record of leading complex transactions, integrations, and CAPEX initiatives in a large, matrixed organization.
• Experience collaborating with C-suite executives and across multiple functions to affect solutions.
• Excellent financial modeling and problem-solving skills.
• Executive presence and experience presenting to various leadership levels.
• Ability to provide strategic recommendations and influence stakeholders to make decisions.

Preferred Qualifications

• CFA a plus.

Core Competencies / Knowledge / Skills / Abilities

• Experience evaluating and modeling M&A transactions and capital projects.
• Deep expertise in advanced analytics, statistical modeling, and AI/ML applications for forecasting.
• Mastery of Excel and familiarity with Sigma/Power BI/Tableau.
• Financial systems experience (e.g., Workday, SAP, Oracle, Hyperion).
• Ability to reconcile information from multiple sources across financial systems.
• Motivated self-starter with strong organization, dependability, efficiency, and results orientation.
• Strong time management and organization skills with flexibility in a fast-paced, changing environment.

Compensation & Benefits

• Competitive salaries and comprehensive benefits packages, including tuition reimbursement and 401-K match.
• Pet and legal insurance.

Location

• Florida - Remote

Screening and Employment Conditions

• All offers of employment are contingent upon clear results of a thorough background screening.
• As a condition of employment, new hires must receive various vaccinations, including the influenza vaccine, barring an approved exemption.
• Drug-free workplace: new hires will be subject to drug testing.
• Medical Marijuana cards are not recognized.

Equal Employment Opportunity

• Equal opportunity employer committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to compete for jobs.
• EEO/Affirmative Action Employer; does not discriminate on the basis of age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability, or any other legally protected status.