Finance Integration Manager

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. The platform includes business development tools for financial advisors, data-driven recordkeeping technology supporting all types of retirement plans (401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified), individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

About the role

The Finance Integration Manager leads financial integration activities for mergers, acquisitions, strategic investments, and other business combinations. This role serves as the primary liaison between Finance, Accounting, FP&A, Treasury, Tax, Payroll, Operations, IT, HR, and acquired organizations to ensure successful integration execution.

Responsibilities

• Acquisition Planning & Due Diligence
  • Partner with Corporate Development, Finance leadership, and operational teams during acquisition due diligence.
  • Evaluate target company financial processes, systems, controls, reporting structures, and accounting policies.
  • Identify integration risks, dependencies, and resource requirements.
  • Develop finance integration strategies and Day 1 readiness plans.
  • Support purchase accounting and transition planning activities.
• Integration Leadership
  • Serve as the Finance Integration Lead for assigned acquisitions.
  • Develop and maintain detailed integration project plans, timelines, milestones, and status reporting.
  • Coordinate activities across Accounting, Accounts Payable, Accounts Receivable, Payroll, FP&A, Treasury, Tax, Revenue Operations, IT, and systems teams.
  • Facilitate recurring integration meetings and executive status updates.
  • Track risks, issues, decisions, and action items through completion.
• Financial Operations Integration
  • Lead the integration of accounting processes and financial close procedures.
  • Coordinate migration and validation of financial data.
  • Standardize accounting policies and procedures across acquired entities.
  • Align chart of accounts, reporting structures, and management reporting requirements.
  • Establish consistent financial controls and compliance procedures.
  • Assist with bank account transitions, cash management activities, and treasury integration.
• Systems & Reporting Integration
  • Partner with Accounting and IT teams to integrate ERP, payroll, billing, and reporting systems.
  • Support system conversions, testing, reconciliations, and user acceptance activities.
  • Ensure uninterrupted financial operations during integration.
  • Develop reporting metrics to monitor integration progress and financial performance.
• Change Management & Communication
  • Act as a trusted advisor to business leaders navigating acquisition transitions.
  • Prepare executive dashboards and integration scorecards.
  • Communicate integration progress, risks, and recommendations to senior leadership.
  • Support training and adoption of standardized processes.
• Continuous Improvement
  • Maintain finance integration playbooks, templates, and best practices.
  • Document lessons learned from completed transactions.
  • Drive process improvements to accelerate future integrations.
  • Support synergy tracking and post-acquisition performance measurement.

Requirements

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 5-10+ years of progressive experience in accounting, finance, FP&A, audit, consulting, project management, or M&A integration.
• Experience leading or supporting mergers and acquisitions integration efforts.
• Strong project management skills with the ability to manage multiple concurrent initiatives.
• Knowledge of financial reporting, accounting operations, internal controls, month-end close processes, and financial systems integration.
• Advanced Microsoft Excel and reporting skills.
• Excellent organizational, communication, and stakeholder management abilities.

Remote Work Information

For virtual remote positions, an uninterrupted workspace is required, with family care arranged during business hours. Internet speed must be 50 MBps or better for individual use; if multiple users share the connection, a stronger speed is required.

Pay

The average salary for this position is expected to be between $77,000 and $100,000 per year. Base pay may vary based on market location, job-related knowledge, skills, and experience. Other rewards and benefits may include a 401(k) match, medical, dental, vision, life insurance, short- and long-term disability, and paid time off.