Wipfli
Finance M&A Integration & Analysis Manager
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Job Description
At Wipfli, people count.
At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Position Summary
The Manager, Finance Integration & M&A will play a critical role in supporting the company's acquisition strategy by leading financial integration activities across acquired businesses. This position serves as the bridge between deal diligence, financial planning, integration execution, and post-acquisition performance management. The role will partner across Finance, Accounting, IT, Data, Operations, and external advisors to ensure newly acquired businesses are successfully integrated into the organization's financial and reporting environment. The successful candidate will combine strong analytical capabilities, M&A integration experience, FP&A expertise, and the ability to drive projects in a fast-paced, high-growth environment.
Key Responsibilities
M&A Due Diligence & Pre-Close Planning
- Support acquisition diligence efforts by reviewing financial information, operational metrics, and business assumptions.
- Assess synergy opportunities and validate financial projections.
- Develop financial integration plans prior to transaction close.
- Evaluate financial data structures, chart of accounts, and reporting frameworks of target businesses.
Acquisition Integration
- Lead finance-related integration activities for acquired companies.
- Coordinate the transition of financial data, reporting structures, and budgeting processes into the enterprise environment.
- Partner with Accounting, IT, Data & Analytics, and operational teams to facilitate system conversion
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