Note: The job is a remote job and is open to candidates in USA. PCS Retirement, LLC is one of the nation's largest independent retirement solution providers. The Finance Integration Manager will lead financial integration activities for mergers, acquisitions, and other business combinations, serving as a liaison across multiple departments to ensure successful execution.
Responsibilities
- Partner with Corporate Development, Finance leadership, and operational teams during acquisition due diligence
- Evaluate target company financial processes, systems, controls, reporting structures, and accounting policies
- Identify integration risks, dependencies, and resource requirements
- Develop finance integration strategies and Day 1 readiness plans
- Support purchase accounting and transition planning activities
- Serve as the Finance Integration Lead for assigned acquisitions
- Develop and maintain detailed integration project plans, timelines, milestones, and status reporting
- Coordinate activities across Accounting, Accounts Payable, Accounts Receivable, Payroll, FP&A, Treasury, Tax, Revenue Operations, IT, and systems teams
- Facilitate recurring integration meetings and executive status updates
- Track risks, issues, decisions, and action items through completion
- Lead the integration of accounting processes and financial close procedures
- Coordinate migration and validation of financial data
- Standardize accounting policies and procedures across acquired entities
- Align chart of accounts, reporting structures, and management reporting requirements
- Establish consistent financial controls and compliance procedures
- Assist with bank account transitions, cash management activities, and treasury integration
- Partner with Accounting and IT teams to integrate ERP, payroll, billing, and reporting systems
- Support system conversions, testing, reconciliations, and user acceptance activities
- Ensure uninterrupted financial operations during integration
- Develop reporting metrics to monitor integration progress and financial performance
- Act as a trusted advisor to business leaders navigating acquisition transitions
- Prepare executive dashboards and integration scorecards
- Communicate integration progress, risks, and recommendations to senior leadership
- Support training and adoption of standardized processes
- Maintain finance integration playbooks, templates, and best practices
- Document lessons learned from completed transactions
- Drive process improvements to accelerate future integrations
- Support synergy tracking and post-acquisition performance measurement
Skills
- Bachelor's degree in Accounting, Finance, Business, or related field
- 5-10+ years of progressive experience in accounting, finance, FP&A, audit, consulting, project management, or M&A integration
- Experience leading or supporting mergers and acquisitions integration efforts
- Strong project management skills with the ability to manage multiple concurrent initiatives
- Knowledge of financial reporting, accounting operations, internal controls, month-end close processes, and financial systems integration
- Advanced Microsoft Excel and reporting skills
- Excellent organizational, communication, and stakeholder management abilities
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Life insurance
- Short and long term disability
- Paid-time off
Company Overview