Acquisition Integration Manager

NearU, and Affiliate Regional HVAC Branches•Charlotte, NC

10d

About The Position

The Acquisition Integration Manager is responsible for leading the financial, accounting, and operational integration of newly acquired entities into the organization. This role plays a critical part in ensuring accurate purchase accounting, seamless transition of systems and processes, and alignment of the acquired company with corporate policies, controls, rebate programs, and reporting requirements. The ideal candidate is a hands-on, detail-oriented professional with strong technical accounting knowledge (ASC 805), exceptional project management skills, and the ability to collaborate across multiple functions and branch locations.

Requirements

Bachelor’s degree in Accounting, Finance, or related field required; CPA or MBA preferred.
5+ years of progressive experience in accounting, financial reporting, M&A integration, or branch accounting.
Strong technical accounting knowledge, specifically ASC 805 (Business Combinations).
Experience integrating acquired companies into ERPs such as NetSuite, Sage Intacct, SAP, or Microsoft Dynamics.
Proven project management skills with the ability to lead cross-functional teams.
Strong analytical, organizational, and communication skills.
Ability to manage multiple acquisitions and competing priorities in a fast-paced environment.

Nice To Haves

CPA or MBA preferred.
Exposure to rebate accounting, vendor incentives, or similar programs strongly preferred.

Responsibilities

Lead the accounting workstream for all M&A integrations, including planning, execution, and post-close activities.
Prepare or review opening balance sheets, fair value adjustments, and purchase accounting entries under ASC 805.
Partner with valuation firms to gather support for intangible asset valuations and goodwill calculations.
Coordinate with auditors on acquisition-related testing and documentation.
Support the preparation of pro forma financials, consolidated reporting, and supplemental disclosures.
Oversee integration of acquired entities into the company’s ERP system (chart of accounts mapping, vendor/customer migration, inventory mapping, etc.).
Evaluate acquired companies' accounting processes and help design transition plans to align with corporate policies.
Partner with Operations, HR, IT, Legal, and Finance to ensure cross-functional integration milestones are met.
Oversee the accounting and tracking of vendor and manufacturer rebate programs.
Ensure rebates are accurately recorded, reconciled, and applied to the correct branches and product lines.
Coordinate with Purchasing, Inventory, and Branch Operations to validate rebate eligibility and resolve discrepancies.
Develop reporting tools to monitor rebate performance, accruals, and collections.
Provide accounting oversight and support to designated branches during integration and beyond as needed.
Review branch-level financials for accuracy, completeness, and alignment with corporate chart of accounts.
Assist branches with month-end close processes, reconciliations, and issue resolution.
Implement standardized branch accounting processes and controls in newly acquired or underperforming locations.
Serve as the accounting liaison for branch leadership during transitional periods.
Develop detailed integration plans, timelines, and milestone trackers for each deal.
Facilitate integration meetings with internal teams and the acquired company, ensuring deadlines and responsibilities are clearly defined.
Monitor progress, identify risks or integration gaps, and escalate issues proactively.
Coordinate with Corporate Development and Finance teams to ensure alignment between deal terms, integration costs, and budget impact.
Assess internal control environments of acquired companies and implement required controls to meet corporate standards.
Ensure policies and procedures are understood, adopted, and properly documented at newly acquired locations.
Work with Internal Audit or external consultants as needed to remediate control deficiencies.