This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Strategic Finance & M&A Manager based in the United States.

We are seeking a finance professional to lead financial integration and performance management across a growing portfolio of acquired businesses. In this role, you will connect acquisition due diligence, financial planning, integration execution, and post-acquisition reporting to help maximize the value of strategic investments. You will collaborate with Finance, Accounting, IT, Data & Analytics, Operations, and external advisors to ensure seamless financial transitions following acquisitions. Your work will include validating financial assumptions, identifying synergies, monitoring acquisition performance, and supporting executive decision-making. You will also help build scalable integration frameworks and improve financial processes as acquisition activity expands. This remote opportunity is ideal for an analytical, collaborative leader who thrives in a dynamic environment and enjoys turning complex financial information into actionable business insights.

Accountabilities

• Support M&A due diligence by reviewing financial statements, operational metrics, business assumptions, and financial projections for prospective acquisitions.

• Assess potential synergies, validate investment assumptions, and identify financial risks and opportunities to inform acquisition decisions.

• Develop detailed financial integration plans before transaction close, including timelines, responsibilities, reporting requirements, and transition priorities.

• Evaluate the financial data structures, charts of accounts, budgeting processes, and reporting frameworks of acquired businesses to identify integration needs.

• Lead finance-related integration activities following acquisitions, ensuring newly acquired businesses transition effectively into enterprise financial systems and processes.

• Coordinate with Accounting, IT, Data & Analytics, Operations, and other stakeholders to facilitate financial system conversions, data migration, and reporting integration.

• Support purchase accounting activities by coordinating with internal finance teams and external advisors to ensure accurate and timely implementation.

• Establish consistent financial reporting processes, budgeting frameworks, performance metrics, and monitoring procedures for acquired businesses.

• Develop and maintain synergy tracking models and reports to monitor expected benefits and measure progress against acquisition objectives.

• Monitor post-acquisition performance against investment theses, financial forecasts, and expected business outcomes, identifying variances and recommending corrective actions.

• Prepare post-acquisition business reviews, financial analyses, and executive-level reports that communicate performance, risks, opportunities, and integration progress.

• Support earn-out calculations, performance assessments, and related financial analyses in accordance with transaction terms.

• Identify integration challenges and recommend solutions that improve financial visibility, operational effectiveness, and value realization.

• Lead and contribute to strategic finance initiatives, process improvement projects, reporting enhancements, and cross-functional efforts that support business growth.

• Develop repeatable integration methodologies, documentation, and best practices to improve consistency, scalability, and efficiency as acquisition activity increases.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.

• At least five years of progressive professional experience in finance, financial planning and analysis (FP&A), corporate development, M&A, or financial integration.

• Direct experience supporting mergers, acquisitions, or post-acquisition business integration, with an understanding of the financial activities required before and after transaction close.

• Advanced financial modeling and analytical capabilities, including the ability to evaluate financial performance, validate projections, assess synergies, and interpret complex business data.

• Strong understanding of financial reporting, budgeting, forecasting, performance measurement, and financial planning processes.

• Experience coordinating cross-functional initiatives involving finance, accounting, technology, data, and operational teams.

• Ability to manage integration workstreams, establish clear priorities, coordinate stakeholders, and deliver projects within defined timelines.

• Strong problem-solving skills and the ability to identify financial discrepancies, assess risks, evaluate opportunities, and recommend practical solutions.

• Excellent written and verbal communication skills, including the ability to translate complex financial analyses into clear, actionable insights for leadership.

• Strong organizational and project management skills, with the ability to manage multiple priorities in a fast-paced, evolving business environment.

• A collaborative, proactive, and detail-oriented approach, with the ability to work independently and build productive relationships across functions.

• Experience in a private equity-backed organization is preferred.

• Professional services industry experience is an advantage.

• Exposure to both FP&A and accounting functions is desirable.

• Experience integrating acquired businesses and managing post-close financial reporting is preferred.

• Familiarity with Workday ERP platforms is beneficial.

• An MBA, CPA, or other advanced business credential is preferred but not required.

Benefits

• Annual base salary: $117,000–$158,000, depending on location, qualifications, skills, experience, education, certifications, business needs, and other relevant factors.

• Potential eligibility for an annual discretionary bonus based on individual and organizational performance, subject to applicable program rules.

• Remote work flexibility within the United States.

• Eight health plan options, including HMO and PPO plans, subject to eligibility and location.

• Dental and vision coverage.

• Health Savings Account (HSA) enrollment, with potential employer contributions.

• Employee Assistance Program (EAP).

• Employer-sponsored basic life insurance and short- and long-term disability coverage.

• 401(k) retirement savings plan, profit-sharing opportunities, and employer matching contributions.

• Well-being incentives and resources to support employee health.

• Education and professional certification assistance.

• Flexible time off, family care leave, and parental leave.

• Family formation benefits.

• Cell phone reimbursement and travel rewards.

• Optional supplemental benefits, including critical illness and accident insurance, hospital indemnity insurance, legal services, long-term care coverage, pet insurance, identity theft protection, and supplemental life and accidental death and dismemberment coverage.

• Opportunities to contribute to strategic acquisitions, cross-functional financial transformation, and scalable business integration initiatives.

• Note: Benefit eligibility varies according to position status, level, annual hours expectations, and location.