Strategic Finance & M&A Manager

Overview

The Manager, Finance Integration & M&A will support the organization’s acquisition strategy by leading financial integration activities across acquired businesses. This role connects deal diligence, financial planning, integration execution, and post-acquisition performance management. You will partner across Finance, Accounting, IT, Data, Operations, and external advisors to ensure newly acquired businesses are integrated into the organization’s financial and reporting environment.

Responsibilities

M&A Due Diligence & Pre-Close Planning

• Support acquisition diligence efforts by reviewing financial information, operational metrics, and business assumptions.
• Assess synergy opportunities and validate financial projections.
• Develop financial integration plans prior to transaction close.
• Evaluate financial data structures, chart of accounts, and reporting frameworks of target businesses.

Acquisition Integration

• Lead finance-related integration activities for acquired companies.
• Coordinate the transition of financial data, reporting structures, and budgeting processes into the enterprise environment.
• Partner with Accounting, IT, Data & Analytics, and operational teams to facilitate system conversions and data migration.
• Support purchase accounting processes through coordination with internal teams and external advisors.
• Establish reporting processes and performance metrics for newly acquired businesses.

Synergy & Performance Management

• Develop and maintain synergy tracking and reporting.
• Monitor acquisition performance against investment theses and forecast assumptions.
• Produce post-acquisition business reviews and executive reporting.
• Support earn-out calculations, performance monitoring, and related analyses.
• Identify risks, opportunities, and corrective actions throughout the integration lifecycle.

Strategic Projects

• Lead and support special finance initiatives as business priorities evolve.
• Participate in cross-functional projects focused on process improvement, reporting enhancements, and operational scalability.
• Develop repeatable integration methodologies and best practices as acquisition activity grows.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field.
• Minimum 5 years of progressive experience in finance, FP&A, corporate development, or M&A integration.
• Direct experience supporting mergers, acquisitions, or business integrations.
• Advanced financial modeling and analytical skills.

Preferred Qualifications

• Experience in a private equity-backed organization.
• Professional services industry experience.
• Exposure to both FP&A and accounting functions.
• Experience integrating businesses and managing post-close reporting.
• Familiarity with Workday ERP platforms.
• MBA, CPA, or other advanced business credentials preferred but not required.

Compensation & Benefits

• Estimated base pay range: $117,000 - $158,000
• Offers typically not made at the maximum; actual salary depends on business-related factors including location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
• Potential annual discretionary bonus, subject to participation rules and based on a variety of factors including individual and Firm performance.
• Benefits highlights include:
  • 8 health plan options (both HMO & PPO)
  • Dental and vision coverage
  • Opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program
  • Firm-sponsored basic life and short and long-term disability coverage
  • 401(k) savings plan & profit share with Firm matching contribution
  • Well-being incentive
  • Education & certification assistance
  • Flexible time off
  • Family care leave, parental leave, family formation benefits
  • Cell phone reimbursement and travel rewards
  • Voluntary benefit options: critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D
• Eligibility for benefits depends on annual hours expectation, position status/level, and location.

Location

Not specified.

Equal Opportunity

The organization is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Reasonable accommodations are available for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in the recruiting process, request it during the process.