FP&A M&A Support Specialist

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.

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.
• 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 (pr orations, 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.

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.

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