Finance Integration & M&A Strategy Lead

Wipfli LLP

Northern (KY)

Hybrid

USD 117,000 - 158,000

Full time

5 days ago
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Benefits offered by this job

Health plan options (8 plans including
Dental and vision coverage
HSA with firm contribution
401(k) with profit sharing
Flexible time off
Family care leave

Job summary

Wipfli LLP is seeking a Manager, Finance Integration & M&A to lead financial integration across acquired businesses, acting as the bridge between deal diligence, FP&A, and post-acquisition performance management. The role collaborates with Finance, Accounting, IT, Data, and Operations to ensure smooth integration into the financial and reporting environment.

The successful candidate will bring strong analytical skills, M&A integration experience, and FP&A expertise to drive projects in a

Qualifications

  • Bachelor’s degree required.
  • Minimum 5 years in finance, FP&A, corporate development, or M&A integration.
  • Direct experience supporting mergers, acquisitions, or business integrations.

Responsibilities

  • Lead financial integration activities for acquired companies.
  • Coordinate transition of financial data, reporting structures, and budgeting processes.
  • Partner with Accounting, IT, Data & Analytics, and ops teams to facilitate system conversions and data migration.
  • Support purchase accounting processes with internal teams and advisors.
  • Establish reporting processes and performance metrics for new acquisitions.

Skills

Advanced financial modeling
FP&A
M&A integration
Financial analysis

Education

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

Tools

Workday ERP

Job description

Wipfli LLP is seeking a Manager, Finance Integration & M&A to lead financial integration across acquired businesses, acting as the bridge between deal diligence, FP&A, and post-acquisition performance management. The role collaborates with Finance, Accounting, IT, Data, and Operations to ensure smooth integration into the financial and reporting environment.

The successful candidate will bring strong analytical skills, M&A integration experience, and FP&A expertise to drive projects in a

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