#LI-VM1 #LI-Hybrid
Essential Functions and Primary Duties
M&A Integration Leadership
- Lead finance and accounting integration for acquisitions and divestitures, from due diligence through post-close stabilization and transition to steady-state ownership
- Establish appropriate financial controls, reporting structures, and operating processes within acquired businesses
- Serve as the primary finance liaison across Corporate Finance, Accounting, Internal Audit, Treasury, Legal, and Operations
- Present integration status, risks, and outcomes to senior leadership
Integration Accounting and Financial Oversight
- Own accounting and reporting for integration-related activity, including integration/restructuring costs, severance, retention, earnouts, working capital adjustments, and acquisition-related accruals
- Ensure accuracy, consistency, and timeliness of financial results tied to acquisitions
- Partner with controllership on accounting policy alignment and execution
Revenue Systems, Close, and Financial Reporting
- Oversee integrity and performance of revenue processes driven by Practice Engine and related systems, including complex intercompany flows, allocations, inter-region revenue reporting, and commission/incentive accruals
- Partner with accounting leaders on monthly close, including tie-outs, issue resolution, and required adjustments, lead root cause analysis and corrective action on revenue discrepancies
- Provide finance leadership and governance over system integration and stabilization efforts, including requirements definition, testing, and issue resolution for major initiatives (e.g., Practice Engine conversion, Oracle-related projects)
- Drive standardization and scalability of revenue and reporting processes across legacy and acquired entities; identify control gaps and implement sustainable improvements
Special Projects and Cross-Functional Execution
- Lead high-priority, cross-functional initiatives spanning Finance, IT, and Operations; own complex, unstructured problems that require coordination across multiple functions
- Partner with FP&A and Operations to improve data quality, consistency, and transparency across reporting processes
- Support ongoing efforts to standardize processes and improve operating efficiency across the division
- Perform other duties and special projects assigned in support of divisional and organizational priorities
Preferred Qualifications
- CPA or equivalent certification
- Experience with financial systems implementations or conversions
- Background in professional services or multi-entity environments with complex intercompany structures
- Experience in M&A integration, financial process leadership, or complex transformation initiatives
Minimum Qualifications
- Bachelor's degree required; Master's degree preferred in related field
- 8 years of experience in related field
- 6 years supervisory experience
- Certification preferred
- Ability to manage deadlines
- Ability to work on multiple assignments and prioritize accurately
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally (and externally as applicable)
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on department needs