Note: The job is a remote job and is open to candidates in USA. Wipfli is a professional services firm that values its people, flexibility, and relationship-focused culture. The Manager, Finance Integration & M&A will lead financial integration activities for acquired businesses, supporting due diligence, pre-close planning, financial data migration, reporting, synergy tracking, and post-acquisition performance management. The role partners with Finance, Accounting, IT, Data, Operations, and external advisors on M&A and strategic finance initiatives.
Responsibilities
- Support acquisition diligence efforts by reviewing financial information, operational metrics, and business assumptions
- Assess synergy opportunities and validate financial projections
- Develop financial integration plans prior to transaction close
- Evaluate financial data structures, chart of accounts, and reporting frameworks of target businesses
- Lead finance-related integration activities for acquired companies
- Coordinate the transition of financial data, reporting structures, and budgeting processes into the enterprise environment
- Partner with Accounting, IT, Data & Analytics, and operational teams to facilitate system conversions and data migration
- Support purchase accounting processes through coordination with internal teams and external advisors
- Establish reporting processes and performance metrics for newly acquired businesses
- Develop and maintain synergy tracking and reporting
- Monitor acquisition performance against investment theses and forecast assumptions
- Produce post-acquisition business reviews and executive reporting
- Support earn-out calculations, performance monitoring, and related analyses
- Identify risks, opportunities, and corrective actions throughout the integration lifecycle
- Lead and support special finance initiatives as business priorities evolve
- Participate in cross-functional projects focused on process improvement, reporting enhancements, and operational scalability
- Develop repeatable integration methodologies and best practices as acquisition activity grows
Skills
- • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
- • Minimum 5 years of progressive experience in finance, FP&A, corporate development, or M&A integration
- • Direct experience supporting mergers, acquisitions, or business integrations
- • Advanced financial modeling and analytical skills
- • Experience in a private equity-backed organization
- • Professional services industry experience
- • Exposure to both FP&A and accounting functions
- • Experience integrating businesses and managing post-close reporting
- • Familiarity with Workday ERP platforms
- • MBA, CPA, or other advanced business credentials preferred but not required
Benefits
- Annual discretionary bonus, subject to participation rules and based on individual and Firm performance
- 8 health plan options, including HMO and PPO plans
- Dental and vision coverage
- Opportunity to enroll in an HSA with potential Firm contribution
- Employee Assistance Program
- Firm-sponsored basic life insurance
- Short- and long-term disability coverage
- 401(k) savings plan and profit share with Firm matching contribution
- Well-being incentive
- Education and certification assistance
- Flexible time off
- Family care leave
- Parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
- Voluntary critical illness and accident insurance
- Voluntary hospital indemnity insurance
- Voluntary legal insurance
- Voluntary long-term care insurance
- Voluntary pet insurance
- Voluntary identity theft protection
- Voluntary supplemental life/AD&D insurance
- Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
Company Overview
Company H1B Sponsorship