NearU · 1 month ago
Acquisition Integration Manager
Charlotte, NC
Full-time
Hybrid
Senior Level
5+ years expNearU is a company focused on integrating newly acquired entities into its operations. The Acquisition Integration Manager will lead the financial and operational integration processes, ensuring compliance with corporate policies and effective collaboration across various functions.
Customer Service
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
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field required
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
Preferred
CPA or MBA preferred
Exposure to rebate accounting, vendor incentives, or similar programs strongly preferred
Company
NearU
NearU is a family of home services companies led by some of the most prominent veterans and visionaries in industry.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Freeman Spogli
2022-08-17Private Equity
Leadership Team
E
Ed Leezer
Regional General Manager NearU Services Sandhills Region
Recent News
globallegalchronicle.com
2023-11-14
GlobeNewswire News Room
2023-10-03
2022-08-17
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