Strategic Finance & M&A Manager

Jobgether; United States; Remote; USD 117.000 - 158.000; Vollzeit

Benefits dieser Stelle

Remote work flexibility within the U.S

Health plan options (HMO/PPO)

Dental and vision coverage

HSA enrollment with employer contrib.

Employee Assistance Program (EAP)

Life insurance and disability coverage

401(k) with employer match

Education and certification support

Flexible time off and parental leave

Cell phone reimbursement

Zusammenfassung

Jobgether, on behalf of a partner company, seeks a Strategic Finance & M&A Manager in the United States to lead financial integration and performance management across acquired businesses. You will drive due diligence, synergies, integration planning, and post-acquisition reporting, collaborating across Finance, IT, Data & Analytics, and Operations to maximize value.

The role emphasizes scalable integration frameworks, financial process improvements, and executive-level reporting in a dynamic,

Qualifikationen

• Bachelor's degree or equivalent in Finance, Accounting, Economics, Business Administration, or related field.
• 5+ years in FP&A, corporate development, M&A, or financial integration.
• Experience supporting mergers, acquisitions, or post-acquisition integration.
• Advanced financial modeling and analytical capabilities.

Aufgaben

• Support M&A due diligence by reviewing financial statements, metrics, assumptions, and projections.
• Assess synergies, validate investment assumptions, and identify risks and opportunities.
• Develop financial integration plans with timelines, responsibilities, and reporting.
• Evaluate financial data structures, COA, budgeting, and reporting for acquired businesses.
• Lead finance-related integration activities and ensure transition into enterprise systems.
• Coordinate with Accounting, IT, Data & Analytics, and Operations for system conversions and reporting integration.
• Support purchase accounting and ensure timely implementation.
• Establish consistent financial reporting, budgeting, and performance metrics.

Kenntnisse

M&A

FP&A

Financial Modeling

Cross-functional

Strategic thinking

Communication

Project management

PE experience

Ausbildung

MBA/CPA preferred

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

Tools

Workday

Jobbeschreibung

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.