Director, Finance and Operations Integration

Tegria•Wisconsin, WI

1d•$150,000 - $190,000•Remote

About The Position

As a Director, Finance and Operations Integration, your work at Tegria will focus on leading finance-led business integration initiatives that support mergers and acquisitions. The Director provides leadership for post-acquisition integration planning and execution by aligning business operations, financial processes, organizational structures, governance, and operating models to achieve the strategic and financial objectives established for each transaction. Working closely with executive leadership and cross-functional stakeholders, the Director develops and oversees integration plans, governance, and execution activities that coordinate Finance, Operations, Human Resources, Information Technology, Commercial, and other functional teams. The role ensures integration activities remain aligned with strategic objectives, financial commitments, and operational priorities while maintaining business continuity throughout the integration lifecycle. The Director leads synergy planning and realization, future-state operating model design for acquired businesses, business process standardization, executive reporting, and integration governance. The Director partners closely with Information Technology and other functional leaders to ensure business and technology integration activities remain coordinated, aligned with enterprise priorities, and successfully executed. The role also develops integration methodologies, playbooks, and best practices that improve Tegria's ability to consistently execute future acquisitions.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or a related field
Typically, 10+ years of progressive experience in Finance, FP&A, corporate development, or finance transformation, with significant, hands-on experience leading M&A integration or large-scale business integrations.
Demonstrated success working with senior leaders across Finance, Operations, HR, and IT to align integration decisions with both financial and people implications.
Experience leading complex, cross-functional initiatives involving organizational change, operational transformation, or post-merger integration.
Proven project/program management skills, including planning, prioritization, risk management, and stakeholder alignment across multiple workstreams.
Experience leading enterprise programs involving Finance, Operations, Human Resources, and Information Technology.
Building dashboards and visualizations for senior leadership.
Strong understanding of end-to-end finance and operational processes (order-to-cash, procure-to-pay, record-to-report) and how they are impacted by M&A activities.
Mergers, acquisitions, and post-merger integration methodologies.
Business process improvement and operating model design.
Financial planning, budgeting, forecasting, and synergy realization.
Enterprise governance, organizational design, and change management.
Program and portfolio management principles.
Financial reporting, internal controls, and business performance measurement.
Enterprise applications, ERP environments, and business technology integration concepts.
Executive reporting, business analytics, and performance dashboards.
Risk management and business continuity planning.
Productive, responsive, and reliable in a remote working environment.
Think strategically while maintaining strong execution discipline.
Employ strong relationship-building skills and a low-ego, high-accountability approach to cross-functional work.
Comfortable operating in fast-paced, ambiguous environments with evolving deal priorities.
Naturally connect people, functions, and ideas across organizational boundaries.
Balance financial discipline with practical operational decision-making.
Remain composed and decisive when leading complex organizational change.
Build credibility and trust with executives, business leaders, and cross-functional teams.
Anticipate risks and proactively resolve issues before they impact business performance.
Demonstrate sound judgment, adaptability, and resilience in dynamic business environments.

Nice To Haves

Advanced degree (MBA) preferred
Related certifications such as CPA, CFA, ACCA, CIMA, PMP) are preferred.

Responsibilities

Lead post-acquisition integration efforts, aligning business operations, financial processes, organizational structures, governance, and operating models to achieve the strategic and financial objectives established for each transaction.
Develop and oversee comprehensive integration plans, coordinating Finance, Operations, Human Resources, Information Technology, and Commercial workstreams to ensure milestones, dependencies, risks, and business objectives remain aligned.
Lead the Finance integration workstream, ensuring Day One readiness and successful integration of financial processes, reporting, internal controls, and close activities.
Develop, monitor, and report on synergy realization for each acquisition by establishing financial baselines, defining key performance indicators, building executive dashboards, and measuring results against acquisition business cases.
Translate acquisition assumptions into operating budgets, financial targets, forecasts, and performance measures for acquired organizations and impacted business units.
Evaluate business processes, organizational structures, governance models, and future-state operating models for acquired businesses, recommend improvements that simplify operations, standardize processes, and improve financial and operational performance.
Partner with Information Technology to ensure ERP, planning, reporting, and other technology integration activities are effectively planned, coordinated, and executed in support of business integration objectives, including financial reporting requirements, chart of accounts, data migration, and cutover readiness.
Partner with Operations leaders to align core business processes, vendor strategies, and operational workflows with financial objectives while identifying opportunities to improve profitability, productivity, and cost efficiency.
Ensure acquired entities are accurately incorporated into consolidated financial reporting by resolving accounting, reconciliation, reporting, and data quality issues.
Lead Day One readiness and post-close integration activities, ensuring governance, roles, responsibilities, business processes, communication plans, and escalation procedures are established and effectively transitioned.
Establish integration governance, monitor progress against milestones, proactively manage integration risks, resolve cross-functional issues, and provide executive leadership with timely recommendations and decision support.
Develop executive reporting that combines financial performance, synergy realization, integration costs, operational performance, and business readiness to provide leadership with clear visibility into integration progress and value realization.
Maintain and continuously improve acquisition integration methodologies, governance standards, templates, playbooks, and best practices to support consistent execution across future transactions.
Performs other generally related duties as assigned.