Helix Traffic Solutions, LLC · 11 hours ago
Senior Integration Financial Analyst
United States
Full-time
Remote
Mid, Senior Level
$115K/yr - $125K/yr
3+ years expHelix Traffic Solutions is a national leader in traffic control and work zone safety. The Integration Financial Analyst plays a critical role in supporting post-acquisition integration and value-creation efforts by providing financial analysis, integration modeling, and value tracking across newly acquired businesses.
Public SafetyTransportation
Hiring Manager
Melissa P.
Responsibilities
Support early integration activities through detailed financial analysis and modeling
Build and maintain integration-specific financial models, including:
Opening balance sheet and budget roll-forwards
Pro forma P&L and cash flow views
Synergy and value bridge models
Partner with Integration Controller(s) to support chart of accounts mapping, budget alignment, and financial readiness activities
Assist in standardizing financial structures and reporting during early-stage integrations
Consolidate and support bottom-up budget development and support rolling monthly forecasts for newly acquired entities during integration
Support development of integration-adjusted forecasts reflecting synergy capture, cost actions, and growth initiatives
Prepare monthly integration performance reporting, including variance analysis vs. budget, forecast, and deal thesis
Own tracking and reporting of value creation initiatives across integrations, including:
Cost savings (labor, procurement, fleet, overhead, SG&A)
Revenue growth (new markets, pricing, cross-sell, utilization)
Maintain value realization trackers aligned to deal models and approved synergy targets
Partner with operations and functional leaders to validate initiative status, timing, and financial impact
Prepare executive-ready dashboards summarizing value delivery vs. plan
Develop and maintain integration dashboards and KPI reporting to support executive and IMO governance
Translate operational and financial data into actionable insights for Integration, Finance, and Operations leadership
Perform root cause analysis on underperformance or integration risks and support corrective action planning
Support ad hoc analysis related to acquisitions, business combinations, and transformation initiatives
Act as a key analytical partner within the Integration Management Office (IMO)
Support governance routines including weekly integration reviews, value tracking cadences, and executive updates
Coordinate closely with Corporate Development, FP&A, Controllers, HR, IT, and Operations to ensure alignment of data, assumptions, and reporting
Assist in refining integration tools, templates, and repeatable processes
Prepare clear, concise materials in Excel and PowerPoint for leadership audiences, related to integration performance and value realization
Present financial insights, risks, and opportunities to Integration and Finance leadership
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field required
3–5+ years of progressive experience in FP&A, operational finance, or transaction-related finance roles
Strong finance or FP&A foundation with demonstrated experience in financial modeling, forecasting, and variance analysis
Advanced Excel skills (complex models, scenario analysis, data structuring); PowerPoint proficiency required
Ability to work with imperfect data in early-stage integration environments
Strong understanding of how operational drivers translate into financial performance
Experience supporting chart of accounts alignment, budgeting, or reporting standardization
Highly organized, detail-oriented, and comfortable managing multiple workstreams simultaneously
Strong communication skills with the ability to synthesize complex analysis into executive-level insights
Self-starter mindset with a bias toward execution and continuous improvement
Preferred
MBA, CPA, or CFA a plus, but not required
Experience in private equity-backed, acquisitive, or high-growth environments, strongly preferred, but not required
Exposure to M&A integration, transformation initiatives, or multi-entity environments is a plus
Experience with ERP systems (NetSuite, Sage, QuickBooks) and reporting tools (Power BI, Excel) preferred
Benefits
Health (medical, dental, life) insurance
Discretionary time off
Retirement plans
Professional development
Company
Helix Traffic Solutions, LLC
Helix Traffic Solutions is a traffic control and work zone management group.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-08-17Acquired
Recent News
2025-08-05
Rochester Business Journal
2025-04-03
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