The Finance Lead for the PMI Integration Team will play a crucial role in overseeing financial integration activities, ensuring alignment between the acquiring and acquired company’s financial processes, systems, and reporting standards. This position requires strong analytical skills, attention to detail, and the ability to collaborate across departments to realize financial synergies. The Finance Lead will work with senior management to drive efficient integration, support day-one readiness, and help ensure the acquisition delivers its expected financial value.Key Responsibilities:
Financial Integration Planning & Execution:Develop and implement the financial integration plan, including milestones, timelines, and key deliverables, to support a seamless transition.Coordinate with the Finance, Accounting, Tax, and Treasury teams to align financial processes, systems, and policies.Ensure day-one readiness by establishing clear financial reporting, budgeting, and cash management processes for the combined entity.Financial Reporting & Compliance:Support the transition of financial reporting from the acquired company to the acquiring company’s standards, ensuring compliance with GAAP, IFRS, or other applicable standards.Oversee the integration of financial statements, revenue recognition, and accounting policies to ensure consistency and accuracy.Assist with the completion of any required audits, valuations, and other compliance requirements specific to the merger.Synergy Identification & Realization:Collaborate with the PMI and Finance teams to identify, track, and realize financial synergies, cost savings, and revenue enhancement opportunities.Develop and maintain synergy dashboards, KPI reports, and other tools to measure and communicate financial performance against integration goals.Analyze integration costs and benefits, providing insights and recommendations to optimize financial outcomes.Risk Management & Issue Resolution:Identify and assess financial risks associated with the integration, developing mitigation strategies as needed.Address any finance-related issues during the integration process, coordinating with internal stakeholders to ensure timely resolution.Cross-Functional Collaboration & Stakeholder Communication:Act as the primary finance liaison for the PMI team, collaborating with HR, IT, Operations, and other departments to facilitate a smooth integration.Prepare regular updates, reports, and presentations on financial integration progress for executive stakeholders, identifying challenges and milestones.Process Improvement & Documentation:Document financial integration processes, lessons learned, and best practices to support continuous improvement for future acquisitions.Contribute to the development and refinement of PMI playbooks, templates, and tools to streamline future financial integration efforts.
