Overview
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The Director of Finance Integrations is responsible for the leadership, 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 VP of Finance Operations 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 Director of Finance Integrations plays an essential role liaising across these teams, ensuring cross-functional collaboration to successfully integrate new businesses into the platform.
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 Director of Finance Integrations will also be involved in supporting other PremiStar finance initiatives and projects. The projects may include system implementations, policy / procedure development, banking integration or internal control upgrades. Such projects require similar support and project management to integrations including detailed project plans with clear timeline, deliverables and roles and responsibilities.
Responsibilities :
- Collaborate with the M&A team during the due diligence phase to ensure that finance integration matters are considered prior to acquisition.
- Lead finance and tax workstreams from due diligence through integration, including management of external consultants, ensuring timelines and deliverables are met. This includes but is not limited to overseeing and / or assisting in the preparation of :
- Quality of earnings
- Net working capital analysis
- Earnout calculations
- Proforma Financials
- Opening Balance Sheet and Purchase Price Accounting
- Liaise pre- and post-close with acquired businesses to communicate finance integration expectations and provide clear deliverables in line with the finance integration priorities.
- Evaluate acquired businesses’ financial practices, identifying gaps to PremiStar standards.
- Leverage the integration playbook to develop a comprehensive project plan tailored to address the operational and financial gaps of each acquisition, working with individuals across the finance team and cross-functionally.
- Lead the execution of the finance integration plan, guaranteeing key milestones and timelines are met, including :
- Executing finance integration activities (proforma reporting, mapping, open balance sheet preparation, system integration, banking integration, etc.)
- Assigning and tracking deliverables, communicating expectations, and providing status updates to key stakeholders
- Timely identification of project risks and development of mitigation measures
- Managing hand-off between integration team and corporate finance team for a smooth transition at the end of the integration period
- Evaluate finance resource needs for each acquired entity and assist in hiring such resources as needed.
- Serve as the primary point of contact for finance integration activities between PremiStar, acquired businesses, and third-party consultants, ensuring clear communication and escalation when needed.
- Assist in reviewing, documenting, and implementing PremiStar accounting and finance policies and procedures at acquired entities, ensuring GAAP compliance and alignment with platform reporting requirements.
- Continuously develop and refine the finance integration process to reflect the business model and scale of acquired entities, adopting industry best practices.
- Assist in system implementations or enhancements as required and participate in special projects, ad hoc reporting, etc., in support of broader finance initiatives.
- Travel and work onsite at acquired companies or PremiStar units located throughout the U.S. (up to 25%).
- Other tasks and duties as assigned.
Qualifications :
Undergraduate degree in accounting or finance and a CPA License (preferred)An MBA or other advanced degree preferred8 - 10+ years in accounting leadership roles, including demonstrated management experience leading an accounting teamPublic accounting or experience in a private equity owned company preferredExperience with M&A, due diligence and integration in an acquisition environment or similar process improvement and change management experienceExperience and understanding of percentage of completion accounting (strongly preferred)Experience in organizations with project-based accounting, preferably in Construction, Engineering, or other project-based industry experienceStrong understanding of ERP systems with implementation experience preferredProficiency in G / L, business intelligence and reporting tools preferredMS Office suite proficiency requiredCompetencies :
Financial ManagementAttention to detail and ability to work independentlyOrganized with the ability to multi-task in a fast-paced environmentEffective stakeholder partner who leverages business understanding to provide meaningful supportDrive a continuous improvement approachStrong communicator, who embraces change and operates effectively within a decentralized environmentStrong understanding of mergers & acquisitions, including the phases from identification to integrationRelationship builder able to liaise with a broad range of stakeholdersStrong ability to use experience and analysis to gain support and influence othersStrong quantitative, analytical, written, and oral communication skillsExcellent organizational and peer management skillsSelf-starter with intellectual curiosity, desire to learn, and passion for delivering industry best practicePhysical 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.
Duty Disclaimer
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.
Seniority level
DirectorEmployment type
Full-timeJob function
Finance and SalesIndustries : Facilities ServicesReferrals increase your chances of interviewing at PremiStar by 2x
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