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Portfolio Manager

Job in Washington, District of Columbia, 20022, USA
Listing for: Crowe
Full Time position
Listed on 2026-01-16
Job specializations:
  • Management
    CFO, Financial Manager
Salary/Wage Range or Industry Benchmark: 220000 - 250000 USD Yearly USD 220000.00 250000.00 YEAR
Job Description & How to Apply Below

OUR VISION:

"To become an indispensable partner to building owners with mission‑critical systems."

POSITION SUMMARY/OBJECTIVE:

The Director of Integration owns the successful integration of acquired companies into the Limbach Way. This role carries full accountability for planning, coordinating, and executing the post‑acquisition integration process in a manner that preserves business continuity, realizes transaction value, and delivers timely alignment across operations, finance, safety, people, systems, and culture.

From early‑stage diligence through post‑close execution, the Director of Integration leads integration strategy, sequencing, and execution across all functions and corporate departments, serving as the single point of ownership for outcomes. The role requires anticipating and resolving issues, adapting plans as conditions evolve, and proactively communicating risks, progress, and timing impacts to key stakeholders.

Base salary range $220K – $250K

KEY TASKS & RESPONSIBILITIES:
  • Pre‑Close Due Diligence: The Director of Integration partners with Executive Leaders, Corporate Technology, Legal/Risk, Finance, Operations, Safety, People, Culture & Marketing teams during the diligence phase of potential acquisitions. The role supports the assessment of integration readiness across financial systems and project controls, labor models and workforce structures (including union agreements), safety programs and regulatory compliance, ERP and technology environments, and cultural and leadership alignment.

    The Director identifies integration risks, resource needs, and sequencing considerations, translating diligence findings into actionable integration strategies and contributing to post‑close integration planning, timelines, and resourcing models.
  • Post‑Close Integration Leadership: Following close, the Director of Integration serves as the project manager and single‑point owner for the full integration of the acquired company into the Limbach Way. The role maintains end‑to‑end accountability for integration execution across all functional areas over a typical twelve‑month lifecycle. The Director owns the master integration plan, establishes milestones, manages interdependencies, and drives issue resolution.

    When challenges arise or timelines shift, the Director escalates risks, recommends solutions, and provides clear, timely updates to key stakeholders, maintaining focus on outcomes and business continuity.
  • Technology & ERP Integration: In coordination with the Technology department, the Director of Integration oversees the transition of the acquired company to Viewpoint ERP within timelines established by Operations and Accounting/Finance. The Director owns the ERP integration schedule, holds contributors accountable for key milestones, and ensures accurate and timely flow of financial and project‑level data between local and corporate teams throughout the transition.
  • Finance, Accounting & Operational Finance Integration: The Director of Integration is accountable for financial integration outcomes while leveraging the Operational Finance Integration Leader as the primary tactical resource. In partnership with Accounting/Finance and Operational Finance teams, the Director ensures timely alignment of project financials, cost structures, work‑in‑progress reporting, billing continuity, payroll transition, and accounts payable processes. While not maintaining P&L responsibility, the Director facilitates preparation of opening and closing financial positions, supports monthly forecasting implementation, and ensures local leadership is trained and capable, while retaining ownership for financial accuracy, timing, and overall integration success.
  • People, Culture & Marketing Integration: The Director of Integration partners with People, Culture & Marketing to ensure a seamless transition of employees, culture, and brand. This includes supporting onboarding, data migration, compliance documentation, benefits enrollment, and the deployment of training, engagement, and development initiatives. The role is actively involved in defining the future‑state organizational structure, role mapping, and leadership…
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