Strategic Finance & M&A Manager

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Requirements

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

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

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

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

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

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

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

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

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

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

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

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Experience in a private equity-backed organization is preferred.

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Professional services industry experience is an advantage.

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

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

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Familiarity with Workday ERP platforms is beneficial.

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

Benefits

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

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

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Remote work flexibility within the United States.

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

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Dental and vision coverage.

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

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Employee Assistance Program (EAP).

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

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

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Well-being incentives and resources to support employee health.

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Education and professional certification assistance.

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

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Family formation benefits.

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Cell phone reimbursement and travel rewards.

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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.

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

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