FP&A Analyst, Mergers & Acquisitions

Role Description

This role reports into Finance and operates at the intersection of three teams: M&A Operations, M&A Integrations, and the acquired company’s own finance and accounting function. The Finance Analyst is the connective tissue between the deal model created pre-close and the operational and financial reality post-close.

Monthly Business Review (MBR) Reporting

• Own the financial MBR scorecard for each acquired organization, publishing monthly to senior leadership.
• Report all financial KPIs vs. prior year and deal target, with variance explanations and forward-looking commentary.
• Coordinate with the Director of M&A Operations and M&A Operations PM to ensure operational context is reflected in financial reporting.
• Maintain a rolling 30/60/90-day financial outlook for each integration, flagging risks early.

Synergy Tracking & Realization

• Own the synergy tracker: build and maintain models that quantify revenue, cost, and operational synergies by deal and by workstream.
• Translate deal targets into trackable milestones for M&A Integration team execution, and report progress monthly.
• Identify synergy acceleration opportunities and surface financial risks before they become operational surprises.

Deal Target Accountability & P&L Management

• At close, lead the financial reconciliation between deal underwriting assumptions and actual P&L.
• Maintain the 3-year P&L model for each acquired organization, updating actuals monthly and re-forecasting as integration conditions evolve.
• Track fulfillment margin, parcel margin, software margin, gross profit, and EBITDA against deal underwriting assumptions.
• Analyze labor efficiency metrics (OPH, UPH, L%R) in partnership with Operations and report financial implications of operational performance.
• Model cost structure optimization scenarios, including rightsizing plans, carrier/parcel improvements, and vendor/supplier changes.

Integration Finance Partnership

• Serve as the dedicated finance resource embedded with the M&A Integration Team and as the single point of accountability for financial tracking across all active integration workstreams.
• Support TSA management: track TSA costs, exit fees, and escalation clauses against deal model assumptions and surface risks ahead of cutoff deadlines.
• Partner with the Head of M&A Integration on customer health metrics and the financial implications of customer escalations or disengagement.
• Connect M&A Integration activities and operational milestones to P&L impact and variance-to-plan reporting.
• On a rolling basis, reconcile Integration team decisions and operational changes against deal model assumptions.

Playbook & Post-Mortem

• Lead the financial post-mortem at the conclusion of each integration: assess degree of synergy achievement, document variances, and capture lessons learned.
• Feed post-mortem findings back to Corporate Development to sharpen future acquisition pricing and underwriting assumptions.
• Build repeatable financial templates that can be applied across future deals as Stord continues to scale.
• Partner with the M&A Integrations team on playbook refinement to ensure financial processes are embedded in the standard integration model.

Qualifications

• Bachelor’s Degree in Finance, Economics, Statistics, Information Systems or Engineering.
• 2-4 years of experience leveraging databases and dashboards using all relevant data to inform business decisions.
• Fluent in SQL, and Python/R.
• Experience with Business Intelligence Tools (Domo, Tableau, PowerBI, etc.).
• Ability to compile and analyze large data quantities.
• Ability to create executive-level dashboards and presentations.

Requirements

• Experience with cloud development platforms (AWS, GCP, Azure) - Bonus Points.
• Experience with FP&A systems such as Essbase, Adaptive Insights, Anaplan, NetSuite, etc. - Bonus Points.
• Located in Atlanta, GA or in the Eastern Time Zone - Highly preferred, not required.