Key Responsibilities:
Financial Integration Planning & Execution
- Assist in the development of financial integration plans in collaboration with Corporate Development, Finance, and Operations.
- Help align acquired entity s financial systems, processes, and reporting with company standards.
- Track and report integration budgets, expenses, and financial milestones.
Synergy Tracking & Realization
- Quantify, track, and report on expected cost savings and revenue synergies.
- Create and maintain dashboards and reports for integration KPIs.
- Work with business units to ensure realization of synergy targets post-acquisition in coordination with goals established by the organization.
Forecasting & Reporting
- Support the preparation of post-acquisition financial forecasts and long-range plans in line with Quality of Earnings data from acquirees.
- Provide variance analysis between actual results and integration projections.
- Support consolidated reporting and provide insights to Integration team.
Cross-Functional Collaboration
- Partner with functions such as HR, IT, Legal, and Operations to understand and model the financial impact of integration decisions as needed.
- Act as a liaison between the Finance department and Integration Management Office (IMO).
Process & System Integration
- Support ERP and financial system integration or alignment between parent and acquired entities.
- Identify and mitigate financial risks related to process harmonization, compliance, or reporting timelines.
Qualifications:
- bachelors degree in Finance, Accounting, Economics, or related field (CPA or MBA preferred).
- 5-7 years of experience in corporate finance, FP&A, M&A integration, or consulting.
- Strong knowledge of financial modeling, reporting, and variance analysis.
- Proficiency in Microsoft Excel, PowerPoint, and ERP systems (eg, MS D65, QBO, Oracle).
- Experience with M&A or large-scale organizational change projects is a plus.
- Strong communication, organizational, and problem-solving skills.
Preferred Attributes:
- Ability to manage multiple priorities in a fast-paced environment.
- Analytical mindset with attention to detail and a proactive approach.
- Team player who collaborates effectively across business functions.
- Familiarity with integration frameworks and change management concepts