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About the Role

The Manager, Finance Integration & M&A will lead financial integration activities for acquired businesses, serving as a bridge between deal diligence, financial planning, integration execution, and post-acquisition performance management. This role partners across various departments and external advisors to ensure successful integration into the organization's financial and reporting environment.

Responsibilities

• Support acquisition diligence efforts by reviewing financial information, operational metrics, and business assumptions.
• Assess synergy opportunities and validate financial projections.
• Develop financial integration plans prior to transaction close.
• Evaluate financial data structures, chart of accounts, and reporting frameworks of target businesses.
• Lead finance-related integration activities for acquired companies.
• Coordinate the transition of financial data, reporting structures, and budgeting processes into the enterprise environment.
• Partner with Accounting, IT, Data & Analytics, and operational teams to facilitate system conversions and data migration.
• Support purchase accounting processes through coordination with internal teams and external advisors.
• Establish reporting processes and performance metrics for newly acquired businesses.
• Develop and maintain synergy tracking and reporting.
• Monitor acquisition performance against investment theses and forecast assumptions.
• Produce post-acquisition business reviews and executive reporting.
• Support earn-out calculations, performance monitoring, and related analyses.
• Identify risks, opportunities, and corrective actions throughout the integration lifecycle.
• Lead and support special finance initiatives as business priorities evolve.
• Participate in cross-functional projects focused on process improvement, reporting enhancements, and operational scalability.
• Develop repeatable integration methodologies and best practices as acquisition activity grows.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• Minimum 5 years of progressive experience in finance, FP&A, corporate development, or M&A integration.
• Direct experience supporting mergers, acquisitions, or business integrations.
• Advanced financial modeling and analytical skills.
• Experience in a private equity-backed organization.
• Professional services industry experience.
• Exposure to both FP&A and accounting functions.
• Experience integrating businesses and managing post-close reporting.
• Familiarity with Workday ERP platforms.
• MBA, CPA, or other advanced business credentials preferred but not required.

Skills

• Financial modeling
• Analytical skills
• M&A integration
• FP&A expertise

Location

• Remote

Work Type

• Remote
• Full-time

Experience Level

• Minimum 5 years of progressive experience

Education Level

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• MBA, CPA, or other advanced business credentials preferred

Salary/Compensations

• $117,000 - $158,000

Benefits

• 8 health plan options (both HMO & PPO plans)
• Dental and vision coverage
• HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 401(k) savings plan & profit share with Firm matching contribution
• Well-being incentive
• Education & certification assistance
• Flexible time off
• Family care leave
• Parental leave
• Family formation benefits
• Cell phone reimbursement
• Travel rewards
• Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.

About the Company

• At Wipfli, people count. Wipfli is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Equal Opportunity

• Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
• Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com