Finance Integration Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $77k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Lead financial integration activities for mergers, acquisitions, strategic investments, and other business combinations • Partner with Corporate Development, Finance leadership, and operational teams during acquisition due diligence • Evaluate target-company financial processes, systems, controls, reporting structures, and accounting policies • Identify integration risks, dependencies, and resource requirements • Develop finance integration strategies and Day 1 readiness plans • Support purchase accounting and transition planning • Serve as Finance Integration Lead for assigned acquisitions • Develop and maintain integration project plans, timelines, milestones, and status reporting • Coordinate activities across Accounting, Accounts Payable, Accounts Receivable, Payroll, FP&A, Treasury, Tax, Revenue Operations, IT, and systems teams • Facilitate recurring integration meetings and executive status updates • Track risks, issues, decisions, and action items through completion • Lead integration of accounting processes and financial close procedures • Coordinate migration and validation of financial data • Standardize accounting policies and procedures across acquired entities • Align chart of accounts, reporting structures, and management reporting requirements • Establish consistent financial controls and compliance procedures • Assist with bank-account transitions, cash-management activities, and treasury integration • Partner with Accounting and IT to integrate ERP, payroll, billing, and reporting systems • Support system conversions, testing, reconciliations, and user acceptance activities • Ensure uninterrupted financial operations during integration • Develop reporting metrics to monitor integration progress and financial performance • Advise business leaders through acquisition transitions • Prepare executive dashboards and integration scorecards • Communicate integration progress, risks, and recommendations to senior leadership • Support training and adoption of standardized processes • Maintain finance integration playbooks, templates, and best practices • Document lessons learned from completed transactions • Drive process improvements to accelerate future integrations • Support synergy tracking and post-acquisition performance measurement

🎯 Requirements

• Bachelor's degree in Accounting, Finance, Business, or a related field • 5–10+ years of progressive experience in accounting, finance, FP&A, audit, consulting, project management, or M&A integration • Experience leading or supporting mergers and acquisitions integration efforts • Strong project management skills and ability to manage multiple concurrent initiatives • Knowledge of financial reporting, accounting operations, internal controls, month-end close processes, and financial systems integration • Advanced Microsoft Excel and reporting skills • Excellent organizational, communication, and stakeholder management abilities • Uninterrupted virtual workspace without distractions • Family care in place during business hours • Internet speed of 50 MBps or better for individual use

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Reasonable accommodation for individuals with disabilities • Uninterrupted virtual workspace for remote work • Family care in place during business hours for remote work