Senior M&A Integration Project Manager - Accounting & Finance

Your role will...

As Senior M&A Integration Project Manager - Accounting & Finance, you will work closely with the executive team, the M&A team, sellers, other workstream M&A Project Managers, and key stakeholders to execute financial diligence and manage integrating prospects and newly acquired companies. This role will be responsible for planning and executing accounting and finance integration activities during the deal life cycle from early-stage due diligence through post-close execution. 
This is a remote position that can be based in the central or eastern United States (CST or EST time zones). This role will require up to 20% travel, both national and international. 

After 3 months you will...

• Attend M&A-led meetings, including cross-functional diligence calls, in order to capture financial and operational data on potential targets, provide support on diligence and pre-close activities.
• Proactively identify any risks/concerns/changes that may present challenges during integration and/or will need to be addressed/communicated in advance of closing.
• Develop detailed accounting integration plans and timelines and coordinate with functional teams to ensure alignment and accountability for integration activities.
• Lead the end-to-end accounting integration process, preparing the accounting and finance business of the target to be handed over to the relevant teams at the completion of integration.
• Manage and execute post-close integration activities:
  • obtaining proper financial documentation for closing and Day 1 activities,
  • working with external consultant for valuation activities on transactions
  • preparing the necessary journal entries to establish the opening balance sheet resulting from the acquisition
  • executing data conversion into ERP system
• Act as liaison between the M&A team, other workstreams, and finance & accounting teams.
• Schedule and facilitate external and internal discussions among finance functions (Tax/Treasury, FP&A, Accounting), sellers, and internal business partners in inter-dependent departments (ex: Tech and Talent) to effectively communicate with key stakeholders throughout the project lifecycle.
• Lead finance & accounting workstream meetings and collaborate with stakeholders on managing deliverables as outlined in project trackers

What you need to be successful...

• Bachelors degree in Accounting, Finance or related field. MBA and/or CPA preferred
• 7-10 years' experience in complex, high priority project management
• 5+ years' experience in Mergers and Acquisitions, both pre- and post- integration
• ERP implementation experience
• Thorough understanding of accounting principles and processes.
• Change management experience with the ability to lead the process through the period of transition.
• Strong analytical and problem-solving abilities
• Energetic, self-motivated, and solution-focused
• Excellent communication and interpersonal skills

Your Compensation…

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $72,306-$136,475. The salary range may vary based on the specific geographic location in which the candidate resides.

Your Benefits & Perks...

• 100% paid employee health insurance on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• 401k with employer match, vested on Day 1
• Generous PTO plan with paid holidays + floating holidays
• Development and growth opportunities
• Comprehensive wellness program and prioritization of employee health
• Fun and teamwork-oriented work environment

Your Interview Process…

To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.

The standard interview process includes:

1. Behavioral Interview with Talent Acquisition
2. Online talent assessment
3. Hiring Manager interview
4. Stakeholder interviews

*Additional interview steps may be added depending on the position or if further evaluation is needed.

If offered a position, there is an average, two-week time frame prior to start required for pre-employment background and drug screenings.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro:

ReSource Pro is an insurance-focused business solutions company that integrates people, processes, technology, and data analytics. Over 1,000 carriers, brokers, and MGAs rely on ReSource Pro to execute strategies that improve profitability, accelerate growth, deliver improved claim outcomes, and enhance client and employee experience. With more than 7100 employees globally, ReSource Pro provides business process management, strategic advisory services, management, and organic growth consulting, training, and compliance solutions around the clock. ReSource Pro has been listed as one of the Inc. 5000 Fastest Growing Private Companies annually since 2009 and has consistently achieved a +95% client retention rate for over a decade.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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