Strategic Finance & M&A Manager

Remote; San Francisco (CA); À distance; USD 117 000 - 158 000; Plein temps

Avantages offerts par ce poste

Remote work within the United States

Health benefits

401(k) with company match

Professional development support

Résumé du poste

Remote is seeking a Strategic Finance & M&A Manager in the United States to lead financial integration and performance management across a growing portfolio of acquired businesses.

You will align due diligence, planning, integration execution, and post‑acquisition reporting to maximize value, collaborating with Finance, Accounting, IT, Data & Analytics, and Operations to drive seamless transitions and actionable insights.

Qualifications

• Bachelor's degree required in Finance, Accounting, Economics, Business Administration or related field.
• At least five years experience in finance, FP&A, corporate development, M&A, or financial integration.
• Direct experience with mergers and acquisitions or post‑acquisition integration.
• Proficient financial modeling and ability to evaluate performance, projections and synergies.
• Strong understanding of financial reporting, budgeting, forecasting, and performance measurement.
• Experience coordinating cross‑functional initiatives involving finance, accounting, technology, data, and operations.
• Ability to manage workstreams, set priorities, and deliver on timelines.
• Excellent written and verbal communication for leadership.
• Collaborative, proactive, and detail‑oriented with ability to work independently.
• Experience in a private equity‑backed environment is a plus.
• Experience with FP&A and accounting functions is desirable.
• Familiarity with Workday is beneficial.
• MBA/CPA not required but preferred.

Responsabilités

• Support M&A due diligence by reviewing financials, metrics, assumptions, and projections.
• Assess synergies, validate investment assumptions, and identify risks and opportunities.
• Develop detailed financial integration plans including timelines and reporting needs.
• Evaluate financial data structures, budgets, and reporting frameworks of acquired firms.
• Lead finance-related integration activities and system transitions post‑acquisition.
• Coordinate with Accounting, IT, Data & Analytics, and Operations on data migration and reporting integration.
• Support earn‑out calculations and performance analyses as per terms.
• Establish consistent financial reporting, budgeting frameworks, and performance metrics.
• Develop and maintain synergy tracking models and monitor progress against objectives.
• Monitor post‑acquisition performance against forecasts and identified opportunities.

Connaissances

Advanced financial modeling

Financial analysis

Cross-functional collaboration

FP&A and corporate development

Communication skills

Project management

Attention to detail

Workday experience

Formation

Bachelor's degree in Finance/Accounting/Economics/Business

MBA or CPA preferred

Outils

Workday ERP

Description du poste

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.