Finance Manager (M&A)
Position Overview
We are seeking a highly analytical and process-driven Finance Manager with a focus on M&A Process Improvement to support and optimize merger and acquisition integration, financial operations, and transaction workflows. This role will partner with finance, accounting, operations, and executive leadership teams to streamline M&A processes, improve controls, enhance reporting accuracy, and drive operational efficiencies throughout the deal lifecycle. The ideal candidate is a CPA with strong experience in transaction services, post-merger integration, financial process improvement, and cross-functional project management.
Location: Fort Lauderdale, FL (Hybrid)
Salary Range: $145,000-$180,000 (Depending On Experience)
Key Responsibilities:
M&A Process Optimization
- Evaluate and improve end-to-end M&A workflows including due diligence, integration, financial close, and reporting processes.
- Identify operational inefficiencies and implement scalable process improvements across acquired entities.
- Standardize accounting policies, procedures, and internal controls post-acquisition.
- Lead integration planning and execution for finance and accounting functions.
Financial & Accounting Leadership
- Support purchase accounting, balance sheet reconciliations, and financial statement integration.
- Collaborate with FP&A, controllership, and external advisors during transaction activities.
- Ensure compliance with GAAP, SOX, and internal corporate accounting policies.
- Assist with audit readiness and integration of acquired company financials.
Data & Reporting
- Develop KPI dashboards and reporting tools to monitor integration progress and operational performance.
- Analyze financial and operational data to identify trends, risks, and opportunities.
- Improve reporting automation and reduce manual accounting processes.
Cross-Functional Collaboration
- Partner with corporate development, legal, HR, IT, and operational leaders during transactions.
- Facilitate communication between stakeholders to ensure timely completion of integration milestones.
- Provide training and change management support for newly implemented processes.
Project Management
- Manage multiple M&A integration and process improvement initiatives simultaneously.
- Create detailed project plans, timelines, and status reporting for executive leadership.
- Drive continuous improvement initiatives using best practices and process optimization methodologies.
Qualifications
- CPA strongly preferred.
- Bachelor’s degree in Accounting, Finance, or related field.
- 5+ years of experience in public accounting, transaction advisory, M&A integration, or corporate accounting.
- Strong knowledge of GAAP, financial reporting, and internal controls.
- Experience with ERP systems and financial process automation.
- Proven ability to manage complex projects and cross-functional initiatives.
- Advanced Excel and financial modeling skills preferred.
Preferred Experience
- Big 4 or national public accounting background.
- Experience with post-merger integration and carve-out transactions.
- Familiarity with process improvement methodologies such as Lean, Six Sigma, or automation tools.
- Exposure to private equity-backed or high-growth environments.
