M&A Integration Finance Associate

Role Overview

Role Overview

The M&A Integration Associate (Finance) is an internal role supporting the integration of acquired business finance functions. The position focuses on integration planning, supporting post-acquisition business as usual activities post-acquisition and working towards an integrated finance function with consistent processes, and robust reporting.****

Reporting to the M&A Finance Director, the role will work closely with the Finance team and the Integration Management Office, as well as finance teams within acquired practices. This role is suited to a finance professional looking to build exposure to M&A integration in a multi-acquisition, professional services environment.

Key Responsibilities

Integration Planning & Delivery · Support the development and execution of finance integration plans for newly acquired firms · Coordinate finance-related integration activities from deal close through to business-as-usual handover · Track integration milestones, identify risks, and support timely issue resolution****

Finance Coordination & Stakeholder Management · Act as a coordination point between Buyer and Target finance teams · Work collaboratively to align integration activities with firm-wide standards · Partner with the Integration Management Office to ensure finance workstreams are aligned with the overall integration roadmap**

Month-End & Financial Operations Support · Help embed consistent month end reporting processes post completion and support month-end accounting processes · Assist with aligning accounting policies, reporting calendars, and financial controls post-acquisition****

Synergies, Cost Management & Reporting · Review and support synergy assessment plans agreed during transaction planning · Coordinate cost-to-achieve budgets associated with integration workstreams, where relevant · Track, monitor, and report synergy realisation and integration costs against plan · Assist in preparing updates for key stakeholders · Perform financial analysis to support integration decisions and performance tracking · Support reporting integration milestones, progress against synergies to key stakeholders

Requirements

Skills and Experience · Strong financial and analytical capability, with a solid understanding of accounting fundamentals · Prior experience or exposure to one or more of the following: o Corporate finance, transaction services, or deal advisory o Integration, transformation, or project-based finance roles o Professional services or accounting firm environments**** · Comfortable working in an acquisitive, change-driven organisation with multiple concurrent integrations · Strong stakeholder coordination skills, with the ability to work across functions and levels of seniority · Strong Excel skills; PowerPoint and financial reporting experience desirable · Highly organised, detail-oriented, and able to manage multiple priorities simultaneously******

Qualifications · Degree in Finance, Accounting, Economics, Business, or a related discipline · Professional qualification (e.g. ACA, ACCA, CIMA, CFA) is advantageous but not essential******

Personal Attributes · Collaborative and pragmatic, with a strong internal service mindset · Commercially aware and interested in how acquisitions create value over time · Proactive, resilient, and comfortable operating in a fast-paced M&A environment · Clear communicator, able to engage effectively with both finance and non-finance stakeholders

Benefits

We want you to feel supported inside and outside of work. That’s why we offer a benefits package designed for your wellbeing, lifestyle, and career. **** Time Off & Family Support

• Annual leave (plus public holidays), with the option to buy or carry over leave
• Enhanced parental leave (maternity, paternity, adoption)
• Paid volunteering day to support causes that matter to you

Health & Wellbeing

• Private Medical Insurance (PMI) for you and the option to cover family members
• Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
• Death in Service benefit

Financial Security

• Competitive pension scheme
• Life assurance policies to support you and your family

Flexible & Agile Working

• Hybrid working model
• Agile working culture that supports flexible hours and smarter working
• Modern office spaces designed for collaboration, focus, and wellbeing

Disclaimer** Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.****