M&A Finance & Operations Integration Specialist

Company Description

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets.

The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

Job Description

The Team and Job Summary

The Finance & Operations M&A Integration Specialist provides technical and operational subject matter expertise to support the successful integration of newly acquired teams to J.S. Held’s financial and operational systems and processes. This role leverages their deep understanding of J.S. Held’s financial and operational processes, policies and systems, to plan and execute integrations, partnering with the acquired teams and members of the integration team (IT, Finance & Operations). They will play a key role in long-term post-integration performance and adoption by gaining a deep knowledge of acquired teams systems, processes and policies, outlining the gaps with J.S. Held, mitigating those gaps, and providing long-term post-integration support and performance monitoring (up to 6 – 9 months post-go live), with a focus on  supporting process adoption, end user satisfaction, systems changes and change management training and support.

Job Responsibilities

System and Process Discovery & Planning

• Conduct discovery sessions to understand NAF financial and operational processes.
• Obtain administrative access to the acquired firm’s financial systems to conduct a system-to-system gap assessment.
• Identify key stakeholders in the NAF team that are responsible for day-to-day financial and operational processes and procedures.
• Provide a discovery gap assessment between NAF processes, teams, finance support, and systems.
• Serve as the primary liaison between newly acquired teams and internal operations functions during post-acquisition integration.
• Develop a deep understanding of the acquired firm’s workflows, financial practices, and operational structure.
• Translate legacy practices into corporate processes and help teams navigate change and system adoption.

Training & Process Support

• Participate in immersive onboarding with billing, finance, and project setup (PCT) teams to become fluent in internal tools and systems.
• Provide informal training, job aids, and ongoing support to the acquired teams for financial processes and tools (e.g., D365 F&O, Time & Expense entry and approval).
• Implement approved system and process enhancements and change requests in collaboration with Finance, IT, and Practice Operations.
• Partner with newly acquired firms post-go live to provide white-glove support, communication, follow up communications and training for up to 6 months post-go live or until transition to business as usual model.

Issue Resolution & System Support

• Serve as support contact for all production issues related to financial and operational systems, ensuring quick resolution with minimal business disruption.
• Monitor and maintain performance of finance integrations across internal and third-party systems.
• Troubleshoot and resolve integration or production failures, coordinating with the Finance & IT teams and other stakeholders.
• Maintain a issue tracker and dashboard post go-live and providing regular resolution updates to leadership and the acquired team.
• Partner with billing, PCT, and finance teams to track recurring issues and escalate as needed.
• Proactively solve system issues interfacing with process owners in IT, Project Coordination and Finance

Operational Monitoring & Reporting

• Monitor end to end post-integration performance from project setup, time and expense entry, approvals, billing, collections and project closure to ensure timely, accurate, and compliant process transition.
• Monitor adoption of finance modules and tools, flagging risk areas and training needs.
• Support development of standard operating procedures, FAQs, and playbooks for future integrations.
• Maintain technical and functional documentation to support knowledge transfer and integration continuity.
• Successfully transition acquired team to “business as usual mo