Corporate Development and Integration Manager

Corporate Development And Integration Manager

This is a high-impact role, with Board and Executive-level visibility at the center of Banko's growth strategy. The Corporate Development and Integration Manager will be a key strategic leader and will own post-acquisition integration from close through full operational alignment including standing up acquired companies on Banko's systems, rationalizing their financial processes, and ensuring synergy capture is planned and realized. This role is a unique opportunity to both help shape enterprise-level growth, while also being a key operational leader for the business.

The ideal candidate brings a strategic mindset alongside a strong accounting and financial foundation enough to map a chart of accounts, run a month-end close conversation, and identify where a target's books need work paired with the operational instincts and project management drive of a business operator. This is not an accounting role, but financial literacy is non-negotiable.

When not in an active integration, this person will lead special projects directly under the guidance of the CFO: driving cross-functional initiatives, preparing executive materials, supporting deal diligence, and leading special projects that improve performance and scalability across the platform.

This position is based full-time at our Tampa, FL headquarters with travel to operating locations and acquisition targets across the Southeast as needed.

M&A and Due Diligence

• Support M&A strategy and origination efforts
• Serve as a core member of the diligence team during active deal processes, coordinating financial, operational, and commercial workstreams
• Analyze target financials, customer and builder concentration, fleet and inventory, key person dependencies, and technology gaps
• Produce diligence summary memos and integration readiness assessments for leadership review
• Maintain standardized diligence frameworks, data request lists, and management interview guides

Post-Acquisition Integration

• Own end-to-end integration planning and execution for acquired businesses, from pre-close readiness through full operational convergence
• Build and manage detailed integration workplans across operations, sales, finance, HR, and technology with clear owners, milestones, and escalation paths
• Lead the financial integration workstream: map acquired company chart of accounts to Banko's structure, rationalize month-end close processes, and support the target's interim close cycle during the transition period
• Drive technology migration onto Banko's operating stack: ServiceTitan (field ops/CRM), NetSuite (ERP/finance), etc.
• Identify, track, and execute synergy capture opportunities cost rationalization, pricing alignment, vendor consolidation
• Ensure acquired entities are fully integrated into Banko's KPI framework and reporting cadence
• Develop and deploy repeatable integration playbooks and onboarding templates to support a growing deal pipeline

Special Projects

• Work directly with the CFO on execution of company priorities and day-to-day operational accountability
• Lead high-priority operational and strategic initiatives assigned by the CFO or CEO
• Build dashboards and performance tracking tools; drive process improvement across the multi-location platform
• Support new market entry logistics including real estate, staffing ramp, and operational setup
• Prepare executive, board, and investor materials; track progress on key initiatives across the leadership team
• Support annual planning, budgeting cycles, and performance reviews

Required Experience

• Strong accounting and financial foundation you can read and clean up a set of books, map a chart of accounts, and have an informed conversation with a controller or CPA; a degree or background in accounting is a plus
• 58+ years of experience in management consulting, corporate strategy, M&A integration, PE portfolio operations, or a senior business operations role
• Demonstrated experience managing complex, cross-functional projects with multiple stakeholders and competing deadlines
• Exceptional written and verbal communication able to translate complex situations into clear plans and executive-ready summaries
• Advanced Excel and financial modeling skills
• High degree of self-direction and "ownership" mentality; comfortable building structure where there isn't any
• Willingness to travel for acquisitions and integrations across the Southeast

Strongly Preferred:

• Prior exposure to field service, trades, home services, or construction you understand how the work actually gets done
• Hands-on integration experience you've been through a deal before and know what Day 1 looks like
• Familiarity with operating technology (field service management platforms, ERP, CRM)
• Experience in or with PE-backed or founder-owned businesses

Why This Role:

• Direct exposure to the COO, CEO, and the full deal lifecycle from diligence through integration
• Lead strategically important projects and initiatives that directly drive value creation your work shows up in the P&L and enterprise value of Banko
• Clear path toward a senior leadership role as the platform scales
• Fast-moving, acquisition-driven environment where execution is rewarded
• Competitive base, performance bonus, and equity opportunity tied to integration and company outcomes
• Full benefits including health, dental, and vision

We value reliability, teamwork, and long-term growth. When you commit to showing upready and on timewe commit to supporting your career and providing opportunities for advancement.

It is the policy of Banko Overhead Doors to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Banko Overhead Doors will provide reasonable accommodations for qualified individuals with disabilities.