Finance Integration Manager presso PremiStar

The Finance Integration Manager is responsible for the execution and successful delivery of the finance integration activities and preparation of financial results of recent and future acquisitions made by PremiStar.  Such activities include assessing the finance function of acquired entities, implementation of PremiStar’s accounting and finance policies, data mapping / transformation, system integration, synergy tracking, and financial statement preparation. The role will continue the development of the overall finance integration processes, based on PremiStar’s finance integration playbook, with a focus on achieving the organizations’ integration objectives and milestones.

The position reports directly to the Director of Finance Integrations but will work closely with key finance and accounting functional leaders, as well as the M&A and integration teams, and third-party consultants. The role covers both executing finance integration and systems and process adoption.

The ideal candidate has significant finance, accounting, strategy and related project management experience in the following areas: business and asset acquisitions (M&A), financial statements, accounting policy, revenue recognition including percentage of completion accounting, internal controls, and financial planning and forecasting. This person is a dynamic problem-solver with strong business acumen and able to communicate effectively.

As the M&A / integrations cycle ebbs and flows, the Finance Integrations Manager will also be involved in supporting other PremiStar finance initiatives and projects. Depending on the project, this role may lead these projects, be the organizational change management leader and/or be the subject matter expert for a particular part of the finance project. 

Job Duties and Responsibilities:

• Collaborate with various subject matter experts, including the finance leadership team, to develop detailed project plans and prioritize finance integration tasks to achieve project goals
• Execution of the finance integration plan including such integration activities as proforma reporting, mapping, opening balance sheet preparation, system and banking integrations
• Effectively communicating within the project team, and with the joint management team, to ensure that key deliverables and project milestones are met. This includes providing regular updates regarding the status and progress of the financial integration to all project stakeholders
• Serve as the primary point of contact for finance integration activities between all parties (PremiStar, acquired businesses, and third-party consultants) ensuring succinct communication, unified efforts, clarity around objectives, and escalation of issues
• Be responsible for the timely identification of project risks and the development and implementation of the mitigations for these risks
• Assist in assessing and monitoring resource needs for each acquired entity
• Ongoing development and refinement of the finance integration process, reflecting the business model and scale of the acquired entities, showing awareness and adoption of industry’s best practices.
• Assist in the review, documentation, and implementation of PremiStar accounting and finance policies and procedures at acquired entities.  This includes ensuring that businesses keep their financials in accordance with GAAP and meet platform reporting requirements.

• Assist in any system implementations or system enhancements as required
• Participate in special projects, ad hoc reporting, etc. in support of broader finance department initiatives
• Ability to travel and work onsite at the acquired companies or PremiStar business units located throughout the U.S. (up to 25% of the time)

• Other tasks and duties as assign

Qualifications:

• Undergraduate degree in accounting or finance and a CPA License (preferred)
  • An MBA or other advanced degree preferred
• 5+ years in accounting leadership roles, including demonstrated management experience leading an accounting team
• Public accounting or experience working in a private equity owned company preferred
• Experience in at organizations with project-based accounting preferably in Construction, Engineering, or other project-based industry experience
• Experience and demonstrated understanding of percentage of completion accounting (POC preferred)
• Experience with M&A, Due Diligence and Integration in an acquisition environment; or similar demonstrated process improvement and change management experience
• Strong understanding of ERP systems with implementation experience preferred
  • Proficiency in G/L, business intelligence and reporting tools preferred
  • MS Office suite proficiency required

Competencies:

• Financial Management
• Attention to detail and ability to work independently
• Organized with the ability to multi-task in a fast-paced environment
• Effective stakeholder partner who will leverage an understanding of the business to provide meaningful support
• Drive a continuous improvement approach
• Strong communicator, who embraces change and operates effectively within a decentralized reporting environment that is undergoing change      
• Strong understanding of mergers & acquisitions, including the different phases of activity from identification to integration
• Must be a strong relationship builder, outgoing, and able to effectively liaise with a broad range of stakeholders, externally and internally
• Strong ability to use experience and analysis to gain support and influence others
• Strong quantitative, analytical, written, and oral communication skills
• Excellent organizational and peer management skills
• Self-starter and highly motivated; must have intellectual curiosity, desire to learn, and passion for delivering industry best practice

Physical Demands:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. 

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Reasonable Accommodation:

Reasonable accommodations will be made to enable individuals with disabilities to perform the essential job functions unless doing so will present an undue hardship on the Company’s business operations.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Employee understands the above job description and agrees to comply with and be subject to its conditions. Employee further agrees this job description does not alter his/her at-will employment status. Employee understands that the Company reserves the right to delegate, remove, expand or change any and all responsibilities. Employee acknowledges that he/she can fulfill the above duties with or without reasonable accommodation.