Director of Finance Integration

Role Overview

• Lead the financial onboarding and integration of newly acquired MSP partners.
• Guide executive teams through financial expectations, systems alignment, and integration milestones across the first 30-60-90 days and beyond.
• Build scalable integration frameworks while driving hands-on results during periods of rapid expansion.
• Travel 25-50%.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field; CPA or equivalent credentials preferred.
• 10+ years of progressive accounting and finance leadership experience, with deep expertise in full-cycle accounting, U.S. GAAP, and multi-entity financial reporting.
• Proven success leading post-acquisition integrations and complex multi-entity transitions in high-growth, acquisition-driven, or PE-backed environments.
• Demonstrated ability to design and execute structured integration roadmaps, ensuring continuity from diligence through operational execution.
• Strong financial systems leadership experience, including ERP integrations, chart of accounts alignment, reporting infrastructure, and scalable process standardization.
• Advanced analytical and Excel capabilities with strong financial risk identification, problem-solving, and attention to detail.
• Executive presence and exceptional communication skills, with the ability to build trust quickly with partner executives, cross-functional leaders, and offshore teams.
• Highly accountable and adaptable leader who operates strategically while remaining hands-on in fast-paced, high-frequency M&A environments.
• Preferred Experience supporting MSPs, technology-enabled services organizations, or roll-up acquisition models.
• Background in PE-backed portfolio companies with high transaction volume.
• Familiarity with ERP/accounting platforms, financial reporting tools, and PSA systems common within MSP environments.
• Experience building scalable integration playbooks, finance transformation initiatives, or shared service models.

Tech Stack

• ERP

Benefits

• Smooth financial onboarding experiences for new MSP partners.
• Clear partner understanding of Shield’s financial expectations within the first 90 days.
• Scalable integration processes that support continued acquisition growth.
• Strong collaboration between Finance and cross-functional teams throughout onboarding.