Job Description
Job Title: Finance M&A Integration Analyst
Job Description: We are seeking a motivated and detail-oriented Finance M&A Integration
Analyst to join our dynamic team. In this role, you will play a key part in supporting the M&A
integration process by focusing on operational support, collecting and compiling diligence
information, working with large datasets, and assisting in various tasks related to finance
integration.
Key Responsibilities:
Diligence Support:
o Assist in diligence activities by following up on data requests with the target and
communicating with the finance team about information requirements.
o Support the analysis of risks associated with financial data and contribute to the
overall diligence process.
Data Integration Support:
o Supporting the “shared work” integration process, whereby consolidating and
analyzing large data sets for client service Worked Value and Billable Hours.
o Coordinate with SME’s and Leaders across multiple phased-integration-entities
(PIE’s) to assure accurate and timely reporting and consolidation.
o Assist with client and project data conversion, by working with internal and target
stakeholders to map and convert target data and data structures to EisnerAmper
standard to enable post-transaction reporting.
Operational Integration Support:
o Assisting with the execution of a finance integration plan for each transaction and
monitoring progress against that plan post-close.
o Supporting post-close activities such as obtaining proper financial documentation
for controllership, operational execution, billing, budgeting and forecasting, and
related KPI’s.
Documentation:
o Take meeting notes during finance workstream meetings and other integration-
related discussions.
o Produce clear and concise summaries of financial documentation for
controllership, operational execution, billing, budgeting, and forecasting.
Stakeholder Collaboration:
o Build relationships with integration stakeholders at various levels, including
Finance, Controllership, Tax, Treasury, and other relevant departments.
o Collaborate with cross-functional teams to align a shared vision for successful
M&A integration.
Process Improvement:
o Assist in continuously improving the finance integration toolset, including
playbooks, process flows, reporting data consolidation, and work plans.
o Manage multiple integration workflows concurrently and contribute to enhancing
the efficiency of the integration processes.
Qualifications:
Bachelor’s degree in Accounting, Finance, Economics, or a related discipline.
Strong analytical and data management skills, with experience in analyzing and
compiling large datasets.
Effective communication skills, both written and verbal.
Ability to work in a collaborative and unstructured environment.
Demonstrated ability to manage multiple projects concurrently.
Proven ability to work with cross-functional teams and various stakeholders.
Basic understanding of how a Professional Services business operates.Company Description
A well-established manufacturer of high-quality custom windows and architectural products, known for its craftsmanship, clean production environment, and reliable workflow, serving projects across the region.