Support Corporate FP&A and SG&A Finance teams by providing accurate, timely tracking and analysis for M&A and integration-related financial activity.
Focus on updating forecasts, supporting budget cycles, and preparing reporting and variance commentary for current and future integrations.
Support weekly, monthly, and annual planning and forecasting activities for M&A-related cost tracking under direction of Corporate FP&A leads.
Maintain and update standard M&A trackers (deal costs, integration costs, key assumptions, timing).
Assist with forecast refreshes by collecting stakeholder inputs and updating templates, ensuring consistency and completeness.
Support SG&A Finance with M&A-related tracking, forecasting, and budgeting for active and upcoming integrations.
Help compile integration OPEX details (e.g., professional services, IT, HR, and other integration-related costs) and support rollups by function or workstream.
Prepare recurring reports and summaries for Finance leadership (actuals vs. forecast/budget) using established templates.
Draft high-level variance drivers and supporting commentary for review by Finance leaders.
Coordinate inputs with cross-functional partners (Corp Dev, Accounting, Tax, Legal, HR, IT) to ensure trackers and reporting are up to date.
Support continuous improvement by documenting processes, improving templates, and helping standardize recurring deliverables.

Bachelor’s degree in Finance, Accounting, Economics, or related field.
2+ years of experience in FP&A, Finance, Accounting, or an analytical role (internship or co‑op experience acceptable).
Strong Excel skills (pivot tables, lookups, basic modeling);
PowerPoint proficiency for leadership‑ready summaries.
Strong attention to detail; organized and able to manage recurring deliverables with deadlines.
Clear written and verbal communication skills; ability to synthesize inputs into concise updates.
Experience with enterprise finance systems/tools (e.g., SAP/Oracle, Anaplan, FCCS) is a plus.

M&A Financial Analyst

Key skills