Cobalt Service Partners

Accounting Integration Lead, M&A

Job Description

Posted on: 
October 7, 2024

We’re seeking a dynamic Accounting Integration Lead who is passionate about M&A transactions and project management. The role will be responsible for (i) seamless coordination with all parties in the M&A integration process (deal team, diligence team, accounting, etc.); (ii) onboarding each new acquisition onto our finance tech stack; (iii) coordinating audit and related financial disclosures for the transaction, including the post-close true-up; and (iv) continuously improving the onboarding process.

This is a project-based role that requires strong organizational and project management skills and is suited for someone who excels in a fast-paced environment. The ideal candidate will be able to anticipate roadblocks in a project and resolve issues quickly and efficiently leveraging their experience with finance operations and technical accounting.

Responsibilities

  • Ensure effective coordination with all parties in the M&A integration process (deal team, diligence team, HR, accounting, etc.) to design and execute a post-acquisition onboarding plan for finance and accounting operations.
  • Work with the diligence team to (i) assess talent to develop post-acquisition resource plan; (ii) assess accounting recognition policies to inform Quality of Earnings adjustments as well as post-acquisition accounting processes; (iii) ensure pro forma historic financials are updated and loaded in our reporting system; and (iv) coordinate negotiation of the working capital true-up.
  • Coordinate with Controller team on ASC 805 valuation of the acquisition with our third-party valuation firm within 90 days post-acquisition.
  • Coordinate with Controller team on opening balance sheet and all deal-related support for the auditors; manage their review of the transaction; and resolve all comments within 120 days post-acquisition.
  • Identify strategic changes to the onboarding process, where necessary, and advocate for continuous process improvements.

Job Requirements

  • Degree in accounting or finance
  • 8+ years of experience; public accounting and controller experience a plus
  • CPA preferred
  • Experience with M&A transactions
  • Significant knowledge of GAAP
  • Proven ability to successfully manage multiple projects at the same time
  • Experience with a range of financial tech stack applications strongly preferred
  • Team oriented and excited to grow and scale a business over the next 5-10 years
  • High learning agility and eagerness to work in a fast-paced, dynamic environment
  • Unquestionable integrity
  • Ability to work proactively across multiple stakeholders; excellent communication skills
Apply now

More job openings