Accounting Integration Lead, M&A

Cobalt Service Partners; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

Join a forward-thinking company as an Accounting Integration Lead, where you will play a pivotal role in M&A transactions and project management. You will lead audits, coordinate onboarding for acquisitions, and improve processes in a dynamic environment. This position is perfect for someone with a strong background in finance operations and a passion for continuous improvement. If you thrive in fast-paced settings and are eager to make a significant impact, this opportunity is for you. Become part of a team that values integrity, excellence, and growth as you help shape the future of the organization.

Qualifications

• 8+ years of experience in accounting or finance, with M&A transaction experience.
• CPA preferred; strong organizational and project management skills required.

Responsibilities

• Lead audit and financial disclosures for M&A transactions.
• Coordinate onboarding of new acquisitions onto finance tech stack.
• Ensure effective integration process with all stakeholders.

Skills

Project Management

Financial Operations

Communication Skills

GAAP Knowledge

M&A Transactions

Organizational Skills

Problem-Solving

Education

Degree in Accounting or Finance

Tools

Financial Tech Stack Applications

Job description

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About Cobalt Service Partners
Cobalt Service Partners buys and builds leading access solutions businesses that install and maintain essentials like commercial doors, overhead doors, security gates, access control systems, video surveillance systems, and more. Through its commitment to people, technology, and unwavering stewardship, Cobalt offers founders a long-term home for their business that they can feel proud of. Securing Legacies, Unlocking Possibility.

Reports to: VP, Finance
Location: Remote

Our Values

• Unwavering stewardship
• Excellence in action
• Seek and tell the truth
• Love learning
• Enjoy the ride

Position Overview
We’re seeking a dynamic Accounting Integration Lead who is passionate about M&A transactions and project management. The role will be responsible for (i) leading audit and related financial disclosures for the transaction, including the post-close true-up; (ii) onboarding each new acquisition onto our finance tech stack; (iii) seamless coordination with all parties in the M&A integration process (deal team, diligence team, accounting, etc.); and (iv) continuously improving the onboarding process. This is a project-based role that requires strong organizational and project management skills and is suited for someone who excels in a fast-paced environment. The ideal candidate will be able to anticipate roadblocks in a project and resolve issues quickly and efficiently leveraging their experience with finance operations and technical accounting.

Responsibilities

• Ensure effective coordination with all parties in the M&A integration process (deal team, diligence team, HR, accounting, etc.) to design and execute a post-acquisition onboarding plan for finance and accounting operations.
• Work with the diligence team to (i) assess talent to develop post-acquisition resource plan; (ii) assess accounting recognition policies to inform Quality of Earnings adjustments as well as post-acquisition accounting processes; (iii) ensure pro forma historic financials are updated and loaded in our reporting system; and (iv) coordinate negotiation of the working capital true-up.
• Coordinate with Controller team on ASC 805 valuation of the acquisition with our third-party valuation firm within 90 days post-acquisition.
• Coordinate with Controller team on opening balance sheet and all deal-related support for the auditors; manage their review of the transaction; and resolve all comments within 120 days post-acquisition.
• Identify strategic changes to the onboarding process, where necessary, and advocate for continuous process improvements.

Ideal candidate

• Degree in accounting or finance
• 8+ years of experience; public accounting and controller experience a plus
• CPA preferred
• Experience with M&A transactions
• Significant knowledge of GAAP
• Proven ability to successfully manage multiple projects at the same time
• Experience with a range of financial tech stack applications strongly preferred
• Team oriented and excited to grow and scale a business over the next 5-10 years
• High learning agility and eagerness to work in a fast-paced, dynamic environment
• Unquestionable integrity
• Ability to work proactively across multiple stakeholders; excellent communication skills

Cobalt is backed by Alpine Investors, an investment firm committed to building enduring businesses by investing in and developing exceptional people.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing and Finance

Industries

Facilities Services