Director of M&A and Special Projects

M&A Integration Leadership

Lead finance and accounting integration for acquisitions and divestitures, from due diligence through post-close stabilization and transition to steady-state ownership. Establish appropriate financial controls, reporting structures, and operating processes within acquired businesses. Serve as the primary finance liaison across Corporate Finance, Accounting, Internal Audit, Treasury, Legal, and Operations. Present integration status, risks, and outcomes to senior leadership.

Integration Accounting and Financial Oversight

Own accounting and reporting for integration-related activity, including integration/restructuring costs, severance, retention, earnouts, working capital adjustments, and acquisition-related accruals. Ensure accuracy, consistency, and timeliness of financial results tied to acquisitions. Partner with controllership on accounting policy alignment and execution.

Revenue Systems, Close, and Financial Reporting

Oversee integrity and performance of revenue processes driven by Practice Engine and related systems, including complex intercompany flows, allocations, inter-region revenue reporting, and commission/incentive accruals. Partner with accounting leaders on monthly close, including tie-outs, issue resolution, and required adjustments, lead root cause analysis and corrective action on revenue discrepancies. Provide finance leadership and governance over system integration and stabilization efforts, including requirements definition, testing, and issue resolution for major initiatives (e.g., Practice Engine conversion, Oracle-related projects). Drive standardization and scalability of revenue and reporting processes across legacy and acquired entities; identify control gaps and implement sustainable improvements.

Special Projects and Cross-Functional Execution

Lead high-priority, cross-functional initiatives spanning Finance, IT, and Operations; own complex, unstructured problems that require coordination across multiple functions. Partner with FP&A and Operations to improve data quality, consistency, and transparency across reporting processes. Support ongoing efforts to standardize processes and improve operating efficiency across the division. Perform other duties and special projects assigned in support of divisional and organizational priorities.

Preferred Qualifications

CPA or equivalent certification. Experience with financial systems implementations or conversions. Background in professional services or multi-entity environments with complex intercompany structures. Experience in M&A integration, financial process leadership, or complex transformation initiatives.

Minimum Qualifications

Bachelor's degree required; Master's degree preferred in related field. 8 years of experience in related field. 6 years supervisory experience. Certification preferred. Ability to manage deadlines. Ability to work on multiple assignments and prioritize accurately. Proficient use of applicable technology. Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally (and externally as applicable). Proven high level of business integrity, client service and leadership skills. Must be able to travel based on department needs.