Finance Business Project Manager with M&A Exp.
3Core Systems, IncAbout the role
This is a remote position.
Role: Finance Business Project Manager with M&A experience Location: Remote Duration: 6+ Months
Job Description:
A Finance Business Project Manager with M&A experience looks very similar to an accounting-focused PM—but with a broader, more strategic finance lens. They typically sit between FP&A, corporate finance, and executive leadership , driving the financial side of deals and integrations.
“Finance Project Manager with 7–10+ years of experience leading financial planning, M&A transactions, and post-merger integrations. Proven ability to align financial strategy, reporting, and operations across multi-entity organizations.”
Key signals:
· Finance-first, not accounting-only
· Experience supporting deal lifecycle + integration
· Strong business partnership with executives
Core Experience Breakdown
1. M&A / Deal Experience (Critical)
· Supported or led:
o Financial due diligence (valuation inputs, financial modeling support)
o Deal execution coordination with bankers, legal, and execs
o Post-merger integration (PMI) planning and execution
· Key responsibilities:
o Building integration roadmaps and timelines
o Tracking synergy targets and cost savings
o Aligning financial reporting structures post-acquisition
· Exposure to:
o Carve-outs, roll-ups, or multi-entity consolidations
2. FP&A / Corporate Finance
This is where they differ from accounting PMs:
· Budgeting, forecasting, and long-range planning
· Variance analysis and KPI tracking
· Building financial models and business cases
· Supporting executive decision-making with data
Prior roles often include:
· FP&A Analyst / Manager
· Corporate Finance Manager
· Strategy or Business Operations roles
3. Project Management
· Owns finance workstreams across large initiatives:
o M&A integrations
o Finance transformation
o ERP implementations tied to finance
· Responsibilities include:
o Timeline and milestone tracking
o RAID logs (Risks, Assumptions, Issues, Dependencies)
o Cross-functional coordination (Finance, IT, HR, Legal)
4. Systems & Tools
· ERP / Financial systems:
o SAP, Oracle, NetSuite, Workday Financials
· Planning
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