Director of Finance Integrations

Overview

Lead finance integration for acquisitions, overseeing due diligence, implementation, and reporting.

Key Responsibilities

• finance integration
• balance sheet
• system integration
• proforma reporting
• stakeholder communication
• risk management

Tasks

-Evaluate acquired businesses’ financial practices, identifying gaps to PremiStar standards. -Opening Balance Sheet and Purchase Price Accounting -Evaluate finance resource needs for each acquired entity and assist, as needed, in the hiring of such resources. -Lead finance and tax workstreams from due diligence through integration, including management of external consultants, ensuring timelines and deliverables are met. This includes but is not limited to overseeing and/or assisting in the preparation of: -Liaise pre- and post-close with acquired businesses to communicate finance integration expectations and provide clear deliverables in line with the finance integration priorities. -Effectively assigning and tracking deliverables, communicating expectations, and providing status updates to key stakeholders -Lead the execution of the finance integration plan, guaranteeing key milestones and associated timelines are met. This includes but is not limited to: -Assist in any system implementations or system enhancements as required. -Management of hand-off between integration team and corporate finance team ensuring a smooth transition at the end of the integration period. -Executing finance integration activities (proforma reporting, mapping, open balance sheet preparation, system integration, banking integration, etc.) -Serve as the primary point of contact for finance integration activities between all parties (PremiStar, acquired businesses, and third-party consultants) ensuring succinct communication, unified efforts, clarity around objectives, and escalation of issues -Assist in the review, documentation, and implementation of PremiStar accounting and finance policies and procedures at acquired entities. This includes ensuring that businesses keep their financials in accordance with GAAP and meet platform reporting requirements. -Collaborate with the M&A team during the due diligence phase to ensure that finance integration matters are considered prior to acquisition. -Participate in special projects, ad hoc reporting, etc. in support of broader finance department initiatives -Leveraging the integration playbook, develop a comprehensive project plan tailored to address the operational and financial gaps of each acquisition. This will include working with individuals across the finance team, as well as cross functionally, to ensure that finance integration tasks are properly identified and prioritized. -Ongoing development and refinement of the finance integration process, reflecting the business model and scale of the acquired entities, showing awareness and adoption of industry’s best practices. -Timely identification of project risks and development of associated mitigation measures

Requirements

• cpa
• mba
• erp
• m&a
• gl
• ms office

What You Bring

-Attention to detail and ability to work independently -Strong communicator, who embraces change and operates effectively within a decentralized reporting environment that is undergoing change -MS Office suite proficiency required -Strong ability to use experience and analysis to gain support and influence others -Public accounting or experience working in a private equity owned company preferred -Undergraduate degree in accounting or finance and a CPA License (preferred) -Ability to travel and work onsite at the acquired companies or PremiStar business units located throughout the U.S. (up to 25% of the time) -Must be a strong relationship builder, outgoing, and able to effectively liaise with a broad range of stakeholders, externally and internally -Excellent organizational and peer management skills -Strong quantitative, analytical, written, and oral communication skills -Self-starter and highly motivated; must have intellectual curiosity, desire to learn, and passion for delivering industry best practice -Experience in at organizations with project based accounting preferably in Construction, Engineering, or other project-based industry experience -Experience and demonstrated understanding of percentage of completion accounting (strongly preferred) -An MBA or other advanced degree preferred -Strong understanding of mergers & acquisitions, including the different phases of activity from identification to integration -Strong understanding of ERP systems with implementation experience preferred -Experience with M&A, Due Diligence and Integration in an acquisition environment; or similar demonstrated process improvement and change management experience -Proficiency in G/L, business intelligence and reporting tools preferred -8 - 10+ years in accounting leadership roles, including demonstrated management experience leading an accounting team -Organized with the ability to multi-task in a fast-paced environment

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Benefits

-Net working capital analysis

About Premistar

-Evolved into a nationwide powerhouse through decades of strategic acquisitions. -Delivers commercial HVAC, plumbing, and building-controls services for critical facilities, including industrial, healthcare, education, and government sectors. -Its blend of capital, expertise, and local leadership roots each acquisition in community trust and technical rigor. -Unusual scale—combining nearly a century of heritage with modern consolidation to maintain local cultures within a national network.

Sector Specialisms