Finance M&A Support Specialist

Job Description

Job DescriptionDescription:

Position Summary

The Finance M&A Support Specialist is a dedicated finance resource embedded within the M&A function. This role ensures accurate, timely, and audit ready financial work across the entire acquisition lifecycle from pre-close diligence through post close integration. The position partners directly with the M&A team, Finance, Legal, sellers, and third-party advisors to deliver clean deals, minimize risk, and accelerate the integration of financial operations.

This role is ideal for a detail driven finance professional who thrives in a fast-paced environment and is comfortable managing multiple acquisitions simultaneously.

Key Responsibilities

Pre Close Responsibilities

Financial and Accounting Due Diligence

• Lead pre-close financial diligence in coordination with the M&A team.
• Review seller financial statements, GL detail, balance sheet schedules, revenue trends, AR aging, AP, payroll, and tax exposures.
• Identify risk areas, normalization adjustments, and integration considerations.
• Support the business analyst and finance leadership with data validation used in deal modeling.

Transaction Documentation Support

• Prepare and maintain disclosure schedules related to legal documents during the acquisition process.
• Create fund flow statements and validate all payment calculations.
• Prepare wire instruction packages and confirm banking details with sellers.
• Coordinate with internal Legal to ensure financial schedules align with the asset purchase agreement.

Post Close Responsibilities

Monthly Buyer–Seller Expense Reconciliation

• Maintain a monthly reconciliation of shared, transitional, and misdirected expenses.
• Validate supporting documentation and ensure accuracy in chargebacks and reimbursements.

Payment Misrouting Reconciliation

• Track and reconcile credit cards, ACH, and other payments that continue to deposit into seller accounts during the transition period.
• Coordinate with sellers and processors to ensure proper redirection and recovery.

Revenue Tracking During Integration

• Monitor and report monthly acquired revenue.
• Maintain a clean audit trail for internal reporting, lender reporting, and attribution of deal performance.
• Validate data hand offs between legacy systems and Certus systems

Earnout and Holdback Tracking

• Track monthly performance tied to earnouts or holdback criteria such as revenue, attrition, cancellations, or defined performance metrics.
• Prepare regular reporting for Finance and M&A leadership.
• Coordinate calculations during payout periods.

Payment Processor Ownership Transfers

• Manage the transition of merchant services, payment processors, and credit card portals.
• Work with sellers and processors to ensure timely transfer of ownership so bank deposits properly route to Certus.
• Maintain documentation and timelines for regulatory and underwriting requirements.

Cross Functional Coordination

Partner with M&A Team Throughout the Deal Lifecycle

• Attend M&A pipeline, diligence, and integration meetings.
• Ensure accurate financial work backs for legal, operations, and integration leaders.
• Flag issues early and maintain proactive communication.

Seller Communication

• Serve as the primary post close financial contact for sellers.
• Provide structured updates on reconciliations, payment transition status, earnout performance, and financial onboarding.

Support APA Compliance and Financial Governance

• Maintain a checklist of financial obligations for each acquisition (prorations, tax filings, insurance reimbursements, inventory counts, etc.).
• Ensure all items are documented and completed within agreed timelines.

Acquisition Reporting and Dashboard Updates

• Provide monthly inputs for M&A dashboards and post close scorecards.
• Prepare variance analyses on acquired performance versus underwriting.

Close Out Activities

• Document all financial items required for “integration close” status.
• Ensure the deal is fully transitioned from M&A into steady state operations and Finance.

Success Profile

The right candidate is:

• Meticulous, accurate, and highly organized.
• Comfortable handling simultaneous acquisitions at different stages.
• Able to communicate clearly with sellers during sensitive transition periods.
• Focused on reducing financial risk and maintaining clean documentation.
• Proactive in identifying issues and proposing solutions.
• Actively uses AI tools on a regular basis.

Requirements:

Qualifications

·Bachelor's degree in Accounting, Finance, or related field.

·Two to five years of experience in accounting, financial analysis, or transaction support.

·Strong understanding of GAAP, revenue recognition, accruals, and financial controls.

·Experience in multi-entity environments, M&A, or private equity backed operations preferred.

·Excellent Excel skills and comfort with ERP systems, accounting systems, and payment processors.

·Strong attention to detail, ability to manage deadlines, and cross functional communication skills.

Experience

· 2–5 years of experience in financial planning & analysis (FP&A), accounting, transaction support, or M&A environments.

· Experience in multi-entity environments, private equity-backed operations, or high-growth companies is a plus.

· Advanced proficiency in Excel and financial modeling.

· Experience with ERP/accounting systems (e.g. Intaact, Microsoft Dynamics) and business intelligence tools (e.g., Power BI, Tableau).

· Familiarity with data validation, reconciliation, and integration between legacy and new systems.

M&A-Specific Skills

· Demonstrated ability to perform financial due diligence, including review of financial statements, working capital, and tax exposures.

· Experience preparing and maintaining disclosure schedules, fund flow statements, and supporting legal documentation.

· Understanding of deal structures, earnouts, holdbacks, and post-close integration processes.

Analytical & Reporting Skills

· Strong analytical and problem-solving skills, with the ability to interpret complex financial data and present actionable insights.

· Experience developing and tracking KPIs, dashboards, and post-acquisition performance metrics.

· Proven ability to manage multiple projects and deadlines in a fast-paced environment.

· Excellent written and verbal communication skills; able to interact effectively with cross-functional teams, sellers, and senior leadership.

Personal Attributes

· Meticulous, accurate, and highly organized.

· Proactive, resourceful, and solution oriented.

· Comfortable handling sensitive information and communicating with sellers during transition periods.

· Demonstrated ability to use AI tools and technology to enhance efficiency.