Strategic Finance & M&A Manager

Overview

This position supports the organization’s acquisition strategy by leading financial integration activities across acquired businesses. The role connects deal diligence, financial planning, integration execution, and post-acquisition performance management. You will partner with Finance, Accounting, IT, Data & Analytics, Operations, and external advisors to integrate newly acquired companies into the organization’s financial and reporting environment.

Responsibilities

M&A Due Diligence & Pre-Close Planning

• Support acquisition diligence 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
• Annual discretionary bonus: eligibility may be available, subject to participation rules and factors including individual and firm performance
• Benefits highlights include:
  • 8 health plan options (HMO & PPO plans)
  • Dental and vision coverage
  • HSA enrollment with potential firm contribution
  • Employee Assistance Program
  • Firm-sponsored basic life and short- and long-term disability coverage
  • 401(k) savings plan & profit share, including firm matching contribution
  • Well-being incentive
  • Education & certification assistance
  • Flexible time off
  • Family care leave and parental leave
  • Family formation benefits
  • Cell phone reimbursement
  • Travel rewards
  • Voluntary benefits: critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, supplemental life/AD&D
• Benefit eligibility depends on annual hours expectation, position status/level, and location

Location

Remote (role includes #LI-remote).

Equal Opportunity Statement

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 individuals with disabilities. If you require an accommodation to complete an application, interview, or participate in the recruiting process, request support as provided by the employer.