Sr. Finance Integration Analyst
PremiStarAbout the role
The Senior Finance Integration Analyst is responsible for assisting in the 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 implementation of PremiStar’s accounting and finance policies, data mapping / transformation, system integration, synergy tracking, and financial statement preparation.
The position reports directly to the Finance Integrations Manager 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 role covers both executing finance integration and systems and process adoption.
As the M&A / integrations cycle ebbs and flows, the Senior Finance Integrations Analyst will also be involved in supporting other PremiStar finance initiatives and projects.
Responsibilities:
- Execution of the finance integration plan including such integration activities as proforma reporting, mapping, opening balance sheet preparation, system and banking integrations.
- Effectively communicating within the project team, and with the joint management team, to ensure that key deliverables and project milestones are met. This includes providing regular updates regarding the status and progress of the financial integration to all project stakeholders.
- Assist in the timely identification of project risks and the development and implementation of the mitigations for these risks.
- Assist in assessing and monitoring resource needs for each acquired entity.
- Assist in the review, documentation, and implementation of PremiStar accounting and finance policies and procedures at acquired entities. This includes ensuring that businesses keep their financials in accordance with GAAP and meet platform reporting requirements.
- Assist in any system implementations or system enhancements as required.
- Participate in special projects, ad hoc reporting, etc. in support of broader finance department initiatives.
- Ability to travel and work onsite at the acquired companies or PremiStar business units located throughout the U.S. (up to 25% of the time).
Other tasks and duties as assigned.
Minimum Preferred Qualifications:
- Undergraduate degree in accounting or finance.
- A CPA license (not required to have maintained), MBA, or other advanced degree preferred.
Experience:
- 2+ years in accounting leadership roles.
- Very strong Excel skills with the ability to create, analyze, and organize data sets into concise outputs while ensuring data accuracy and overall process efficiency.
- Public accounting or experience working in a private equity owned company preferred.
- Familiarity with integration playbooks, synergy modeling, and IMO best practices preferred.
- Strong understanding of ERP systems with implementation experience preferred.
- Proficiency in G/L, business intelligence and reporting tools preferred.
- MS Office suite proficiency required.
Skills Requirement:
- Strong analytical, strategic thinking, and financial acumen.
- Attention to detail and ability to work independently.
- Organized with the ability to multi-task in a fast-paced environment.
- Drive a continuous improvement approach.
- Strong communicator, who embraces change and operates effectively within a decentralized reporting environment that is undergoing change.
Excellent organizational and peer management skills. - Self-starter and highly motivated; must have intellectual curiosity, desire to learn, and passion for delivering industry best practice.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Work Environment:
This job operates in both an office and a field environment. Must be able to sit and/or stand for extended periods of time.
Reasonable Accommodation:
Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so presents an undue hardship on the Company’s business operations.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Employees understand the above job description and agree to comply with and be subject to its conditions. Employee further agrees this jo
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