Finance Integration Specialist

Job Description

Job Description

M ilestone Funeral Partners is seeking a detail-oriented and collaborative Finance Integration Specialist to support the successful financial integration of newly acquired locations across our growing organization. This unique opportunity offers competitive compensation, comprehensive benefits, and the chance to play a key role in one of the Northeast's leading funeral service organizations as we continue to expand through acquisition and partnership.

Why Join Milestone?

When you join Milestone, you're becoming part of a team that is deeply connected to the communities we serve. Every day, your work helps families navigate some of life's most difficult moments with compassion, dignity, and exceptional care. We value your expertise, invest in your growth, and help you build a career with purpose.

About the Role

The Finance Integration Specialist plays a vital role in supporting the financial integration of newly acquired funeral homes, cemeteries, and related businesses. Working closely with Finance, Accounting, IT, Operations, and Integration teams, you'll coordinate financial integration activities, assist with system transitions, standardize reporting processes, and help ensure each acquisition is successfully incorporated into Milestone's financial systems and operational framework.

This is a full-time, remote opportunity based in the Northeast with travel of up to 75% required to support onsite integration activities throughout our growing organization. 

What You'll Do

Finance Integration & Project Coordination

• Support the financial integration of newly acquired locations from planning through post-close stabilization
• Coordinate finance-related integration activities while tracking project milestones, timelines, and deliverables
• Partner with Finance, Accounting, IT, Operations, and Integration teams to ensure smooth transitions

Financial Systems & Process Improvement

• Assist with financial system implementations, ERP integrations, and data migration activities
• Help standardize accounting procedures, financial reporting, and operational workflows across newly integrated locations
• Validate financial data and support continuous process improvements that enhance efficiency and accuracy

Cross-Functional Collaboration

• Build strong relationships with internal teams and leadership at newly acquired locations
• Communicate integration progress, project updates, and potential risks to key stakeholders
• Participate in onsite integration support, training, and operational transition activities

Due Diligence & Financial Support

• Assist with finance-related due diligence and acquisition planning
• Organize financial documentation and support reporting throughout the integration process
• Help identify potential risks, gaps, and opportunities to ensure successful financial integration

What You'll Bring

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• Strong knowledge of accounting principles and financial analysis
• Excellent organizational and project management skills with the ability to manage multiple priorities
• Experience working with ERP systems; NetSuite experience is preferred
• Intermediate to advanced Microsoft Excel skills and proficiency with Microsoft Office Suite
• Ability to collaborate effectively across Finance, Accounting, IT, Operations, and other cross-functional teams
• Ability to travel throughout the Northeast up to 75%

Benefits & Perks

Our employees enjoy a competitive compensation package, comprehensive medical, dental, and vision coverage, paid time off and holidays, retirement savings plan (401k), access to an Employee Assistance Program (EAP), professional development opportunities, and more.

About Our Team

At Milestone Funeral Partners, our employees are our greatest investment. Across every location, our leaders are committed to creating an environment where staff feel supported, trusted, and empowered to grow. We provide the tools, training, and opportunities needed to build rewarding careers while nurturing a culture of collaboration, respect, and continuous learning.

If you're passionate about finance, enjoy solving complex challenges, and want to play an important role in supporting the successful integration of newly acquired businesses, we'd love to hear from you.