Finance Integration Director

Description

Company Overview

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.

To learn more, visit https://www.pcsretirement.com/

Job Summary

The Finance Integration Manager is responsible for leading the financial integration activities associated with mergers, acquisitions, strategic investments, and other business combinations. This role serves as the primary liaison between Finance, Accounting, FP&A, Treasury, Tax, Payroll, Operations, IT, HR, and acquired organizations to ensure successful integration execution.

Job Responsibilities

Acquisition Planning & Due Diligence

• •Partner with Corporate Development, Finance leadership, and operational teams during acquisition due diligence.
• •Evaluate target company financial processes, systems, controls, reporting structures, and accounting policies.
• •Identify integration risks, dependencies, and resource requirements.
• •Develop finance integration strategies and Day 1 readiness plans.
• •Support purchase accounting and transition planning activities.

Integration Leadership

• •Serve as the Finance Integration Lead for assigned acquisitions.
• •Develop and maintain detailed integration project plans, timelines, milestones, and status reporting.
• •Coordinate activities across Accounting, Accounts Payable, Accounts Receivable, Payroll, FP&A, Treasury, Tax, Revenue Operations, IT, and systems teams.
• •Facilitate recurring integration meetings and executive status updates.
• •Track risks, issues, decisions, and action items through completion.

Financial Operations Integration

• •Lead the integration of accounting processes and financial close procedures.
• •Coordinate migration and validation of financial data.
• •Standardize accounting policies and procedures across acquired entities.
• •Align chart of accounts, reporting structures, and management reporting requirements.
• •Establish consistent financial controls and compliance procedures.
• •Assist with bank account transitions, cash management activities, and treasury integration.

Systems & Reporting Integration

• •Partner with Accounting and IT teams to integrate ERP, payroll, billing, and reporting systems.
• •Support system conversions, testing, reconciliations, and user acceptance activities.
• •Ensure uninterrupted financial operations during integration.
• •Develop reporting metrics to monitor integration progress and financial performance.

Change Management & Communication

• •Act as a trusted advisor to business leaders navigating acquisition transitions.
• •Prepare executive dashboards and integration scorecards.
• •Communicate integration progress, risks, and recommendations to senior leadership.
• •Support training and adoption of standardized processes.

Continuous Improvement

• •Maintain finance integration playbooks, templates, and best practices.
• •Document lessons learned from completed transactions.
• •Drive process improvements to accelerate future integrations.
• •Support synergy tracking and post-acquisition performance measurement.

Requirements

• •Bachelor's degree in Accounting, Finance, Business, or related field.
• •5-10+ years of progressive experience in accounting, finance, FP&A, audit, consulting, project management, or M&A integration.
• •Experience leading or supporting mergers and acquisitions integration efforts.
• •Strong project management skills with the ability to manage multiple concurrent initiatives.
• •Knowledge of financial reporting, accounting operations, internal controls, month-end close processes, and financial systems integration.
• •Advanced Microsoft Excel and reporting skills.
• •Excellent organizational, communication, and stakeholder management abilities.

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $127,000 and $165,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.