Finance Integration Director

About this role

Worker Type

Regular Job Description

  Summary

The Finance Integration Director, is a senior individual contributor and team leader within the Integration Management Office (IMO), responsible for driving all finance-related workstreams across the full M&A lifecycle. The role spans pre-close due diligence through post-close integration, partnering directly with Corporate Development, the CFO organization, and acquired-company finance teams to deliver seamless, value-preserving integrations.

This position requires deep hands-on finance domain expertise — the ability to roll up your sleeves and do the analytical and process work yourself — combined with the leadership presence to coordinate, influence, and drive accountability across a broad and often matrixed finance organization. The Director reports to the VP of Corporate Development and Strategy and will typically manage multiple transactions simultaneously at various stages of the lifecycle.

Position Responsibilities

Pre-Close Diligence Support • Lead finance-track due diligence for acquisition targets, including assessment of accounting policies, revenue recognition practices, financial controls, close processes, and reporting infrastructure • Evaluate quality of earnings, working capital normalization, and off-balance-sheet exposures in coordination with external advisors • Identify financial reporting risks, restatement risks, and material accounting judgments that could affect deal valuation or post-close integration complexity • Assess target ERP and financial systems landscape, chart of accounts, and consolidation mechanics relative to acquirer standards • Produce diligence findings summaries and integration risk registers for deal team and executive consumption • Develop Day 1 and Day 100 finance readiness checklists and initial integration cost estimates

Post-Close Integration Execution • Own the end-to-end post-close integration plan for the finance function, covering financial reporting, accounting, FP&A, treasury, tax, internal audit, and accounts payable/receivable • Drive functional workstream leads across each finance sub-domain to deliver against agreed milestones, resolving escalations and cross-functional dependencies • Manage transition of acquired company onto acquirer's financial systems, chart of accounts, and period-close calendar — including ERP cutover and parallel-run management • Coordinate with Controllership to ensure acquired entities are consolidated into public company financials on schedule and in compliance with US GAAP and SEC reporting requirements • Partner with FP&A to onboard acquired businesses into the company's budgeting, forecasting, and management reporting framework • Oversee establishment or transfer of finance shared services functions (AP, AR, payroll, T&E) at acquired entities • Track and report integration synergy targets attributable to the finance function; maintain integration dashboards for IMO and executive leadership review

Governance, Coordination & Stakeholder Management • Serve as the primary IMO point of contact and coordinator for all finance integration activities, aligning corporate finance leadership, segment CFOs, and acquired-company finance teams • Facilitate integration steering committee updates, including status reporting, risk escalation, and issue resolution • Develop and maintain integration playbooks, toolkits, and lessons-learned documentation that continuously improve the IMO's finance integration methodology • Support change management efforts within the finance function of acquired entities, including communication planning, training, and organizational design coordination • Collaborate with Legal, HR, IT, and Corporate Development counterparts on cross-functional integration dependencies • Provide guidance to business stakeholders on finance implications of integration decisions (e.g., legal entity structure, intercompany arrangements, purchase accounting)

Core Competencies • Finance Domain Expertise  — Deep working knowledge of accounting, financial reporting, FP&A, and financial systems; capable of producing high-quality work products independently. • Stakeholder Influence & Leadership  — Ability to align and coordinate a broad, matrixed finance organization without direct authority; builds trust quickly in M&A environments. • M&A Lifecycle Fluency  — End-to-end understanding of transaction processes from LOI through full integration; can anticipate downstream finance risks from early deal decisions. • Structured Execution & Project Management  — Operates with rigor and discipline across multiple concurrent workstreams; drives clarity on owners, timelines, and milestones in ambiguous environments. • Executive Communication  — Synthesizes complex finance findings into clear, concise narratives for CFO, CEO, and Board audiences; comfortable presenting under scrutiny. • Adaptability & Resilience  — Thrives in fast-paced, deal-driven environments where priorities shift; maintains composure and quality of output under time pressure.

Basic Qualifications (Required Skills & Experience) • Bachelor's degree in Accounting, Finance, or related field; CPA strongly preferred • 10+ years of progressive finance experience, with a minimum of 4 years directly supporting M&A due diligence and/or post-close integration in a corporate, Big 4, or investment banking context • Deep functional expertise across core finance domains: controllership/accounting, financial reporting, FP&A, and financial systems • Demonstrated ability to perform hands-on analytical and process work (e.g., diligence models, accounting memos, integration plans) as well as lead and coordinate others • Strong knowledge of US GAAP, including purchase accounting (ASC 805), revenue recognition (ASC 606), and consolidation mechanics • Experience managing ERP migrations or financial systems integrations (e.g., SAP, Oracle, NetSuite, Workday Financials) • Excellent project management skills with the abil

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