M&A Integration Manager

Gallo Mechanical•New Orleans, LA

10h

About The Position

Gallo Mechanical is a New Orleans-based, private equity-backed mechanical contractor that grows organically and through acquisitions. The M&A Integration Manager serves as the finance and accounting professional on each deal, supporting financial diligence before close and leading the acquired company’s accounting integration after close. The role spans Gallo’s construction and service businesses and involves hands-on work, from preparing work-in-progress schedules to working with a seller’s bookkeeper. It is also part of a rotational development program for finance and accounting talent, with opportunities to move into other roles across the company. Before close, the manager supports the CFO, FP&A and corporate development with financial diligence, deal analysis and reporting. After close, the manager works with the Director of Accounting to bring the acquired company onto Gallo’s books, systems and controls, leading the finance and accounting workstream through the first clean month-end on Gallo’s platform. The role may require time on site at an acquired location during the first 60 to 90 days. Between deals, the manager maintains diligence and integration materials and supports FP&A and corporate development.

Requirements

Bachelor’s degree in accounting or finance.
5 to 8 years of progressive experience, including at least two years in public accounting (audit or transaction advisory), FP&A, or a controllership role.
Solid accounting fundamentals, including the ability to read a trial balance, tie a balance sheet, build a working capital schedule and explain a cash-to-accrual difference independently.
Hands-on experience in at least one of the following: buy-side financial diligence or quality of earnings work; post-acquisition accounting integration; or system conversion or ERP implementation.
Advanced Excel skills, including building multi-tab schedules from raw data exports and reconciling across sources.
Comfort working with messy seller data.
Clear writing skills and the ability to turn a schedule into actionable observations for a CFO or board member.
Ability to work effectively with non-finance stakeholders, including former owners, office managers and field leaders.

Nice To Haves

CPA or CPA candidate.
Construction or specialty-contractor experience, particularly percentage-of-completion revenue recognition, WIP reporting and job cost accounting.
Experience with Viewpoint Vista, Sage or a comparable construction ERP.
Prior experience in a private equity-backed company or with a PE sponsor’s reporting requirements.
Experience with a mix of project and recurring service revenue.

Responsibilities

Run the financial data request list for pre-close diligence.
Build diligence schedules, including trial balance tie-outs, revenue and margin by job, WIP and over/under billing, A/R aging, fixed assets and fleet, labor cost, and SG&A run rate.
Restate seller financials onto Gallo’s basis, including percentage-of-completion accounting, add-backs and burden.
Support the working capital peg and pro forma P&L, and prepare analysis for diligence updates to the CFO, CEO and sponsor.
Own the finance and accounting workstream from signing through the first clean month-end on Gallo’s platform.
Coordinate bank accounts, chart-of-accounts mapping, open jobs in the ERP, billing, accounts payable, payroll and expense processes.
Prepare the closing balance sheet and working capital true-up.
Coordinate with HR, IT and operations on payroll rollover, systems access, fleet and purchasing.
Work on site at an acquired location as needed during the first 60 to 90 days.
Keep the diligence request list, schedule templates and integration checklist current.
Support FP&A with acquired branches’ first budget and monthly reporting.
Help corporate development with quick-turn reviews of inbound opportunities.

Benefits

Company-paid medical insurance.
Dental insurance.
Vision insurance.
Voluntary life insurance.
Short-term disability insurance.
Accident insurance.
Critical illness insurance.
Team Incentive Program (TIP), allowing eligible employees to share in company financial success.
401(k) plan with a 5% company match.
Employee wellness resources.
PTO benefits.
Training, support and career progression.