• Location: Pasadena/San Gabriel Valley, California
  • Remote: Remote
  • Type: Direct Hire
  • Job #338

The Finance Integration Director will be responsible for providing oversight and implementation of the Finance and accounting integration process of acquired companies across Relation. The Finance Integration Director must have a strong accounting background and deep understanding of internal controls and processes in order to anticipate, identify and resolve issues with integration across various accounting platforms.


  • Takes a leadership role in developing and redefining integration plans that incorporate prior experience and industry best practices

  • Manages Finance integration plans and adherence to project milestones by working closely with Finance, M&A and Operations team

  • Tracks and repots on integration progress, including key metrics

  • Facilitates due diligence calls with acquisition prospects and performs hands on diligence as required

  • Assists in the day-to-day execution of the integration process, including managing weekly team

    meetings and following up with operational leaders and driving issue resolution

  • Identifies inefficiencies in processes and procedures and drives change to improve efficiency

  • Communicates new processes to acquired entities and coordinates with the Finance department to

    resolve questions arising from their implementation

  • Drives processes to ensure timely and accurate financial reporting from acquired businesses, including

    facilitating transition of accounting duties to existing Relation accounting team

  • Assists acquired entity with clean-up/set up of accounting database where necessary

  • Provides an excellent onboarding experience so that key stakeholders in acquired companies

    enthusiastically recommend Relation to others

  • Prepares opening balance sheet entries and assists with gathering information required for purchase


  • Assists with preparation of Net Working Capital true-ups and setting up of earnout reports

  • Organizes banking relationship integration and assists in implementation, with a focus on minimizing

    the number of open bank accounts

  • Implements cash management timing and processes

  • Ensures that all financial responsibilities are clearly defined and agreed as well as any transition timing

  • Manage two direct reports to accomplish integration goals

  • Other duties and special projects as assigned


  • Enthusiastic, self-starter and maintains a positive attitude

  • Excellent time management and organizational skills

  • Thorough knowledge of accounting procedures and principles

  • Ability to multi-task while leading teams through complex projects to meet tight deadlines

  • High-level understanding of all business functions such as Operations, IT, HR, Finance, Marketing, etc.

  • Understanding of budgeting and financial management

  • Excellent interpersonal, presentation and public speaking skills, both practiced and impromptu

  • Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate

    with the ability to learn new software applications and password administration on carrier sites


  • BA/BS in Accounting, Finance, Economics, Business or Statistics preferred

  • 10+ years finance and accounting experience including knowledge of US GAAP, financial statement

    preparation and internal controls

  • Project management experience strongly preferred

  • Experience in the insurance industry strongly preferred


Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!