Job Description

The Team and Job Summary

The Finance & Operations M&A Integration Specialist provides technical and operational subject matter expertise to support the successful integration of newly acquired teams to J.S. Held’s financial and operational systems and processes. This role leverages their deep understanding of J.S. Held’s financial and operational processes, policies and systems, to plan and execute integrations, partnering with the acquired teams and members of the integration team (IT, Finance & Operations). They will play a key role in long-term post-integration performance and adoption by gaining a deep knowledge of acquired teams systems, processes and policies, outlining the gaps with J.S. Held, mitigating those gaps, and providing long-term post-integration support and performance monitoring (up to 6 – 9 months post-go live), with a focus on supporting process adoption, end user satisfaction, systems changes and change management training and support.

Job Responsibilities

System and Process Discovery & Planning

• Conduct discovery sessions to understand NAF financial and operational processes.
• Obtain administrative access to the acquired firm’s financial systems to conduct a system-to-system gap assessment.
• Identify key stakeholders in the NAF team that are responsible for day-to-day financial and operational processes and procedures.
• Provide a discovery gap assessment between NAF processes, teams, finance support, and systems.
• Serve as the primary liaison between newly acquired teams and internal operations functions during post-acquisition integration.
• Develop a deep understanding of the acquired firm’s workflows, financial practices, and operational structure.
• Translate legacy practices into corporate processes and help teams navigate change and system adoption.

Training & Process Support

• Participate in immersive onboarding with billing, finance, and project setup (PCT) teams to become fluent in internal tools and systems.
• Provide informal training, job aids, and ongoing support to the acquired teams for financial processes and tools (e.g., D365 F&O, Time & Expense entry and approval).
• Implement approved system and process enhancements and change requests in collaboration with Finance, IT, and Practice Operations.
• Partner with newly acquired firms post-go live to provide white-glove support, communication, follow up communications and training for up to 6 months post-go live or until transition to business as usual model.

Issue Resolution & System Support

• Serve as support contact for all production issues related to financial and operational systems, ensuring quick resolution with minimal business disruption.
• Monitor and maintain performance of finance integrations across internal and third-party systems.
• Troubleshoot and resolve integration or production failures, coordinating with the Finance & IT teams and other stakeholders.
• Maintain a issue tracker and dashboard post go-live and providing regular resolution updates to leadership and the acquired team.
• Partner with billing, PCT, and finance teams to track recurring issues and escalate as needed.
• Proactively solve system issues interfacing with process owners in IT, Project Coordination and Finance

Operational Monitoring & Reporting

• Monitor end to end post-integration performance from project setup, time and expense entry, approvals, billing, collections and project closure to ensure timely, accurate, and compliant process transition.
• Monitor adoption of finance modules and tools, flagging risk areas and training needs.
• Support development of standard operating procedures, FAQs, and playbooks for future integrations.
• Maintain technical and functional documentation to support knowledge transfer and integration continuity.
• Successfully transition acquired team to “business as usual model” upon closure of all post-migration open items and achievement of adoption metrics.

Qualifications

Required Qualifications

• 5+ years of experience in operations, finance, or project support, preferably in a professional services or consulting environment.

• Demonstrated success supporting cross-functional teams and driving process adoption during change initiatives.

• Strong analytical and troubleshooting skills, particularly with financial systems and modules.

• Technical: D365 F&O, ERP admin or “power user” experience, Microsoft Power BI or similar reporting tools

• Functional: Finance, operations, project support

• Soft skills: Communication, stakeholder engagement, change management

Preferred Qualifications

• Experience supporting M&A integration or post-acquisition onboarding.
• Strong understanding of professional services workflows related to billing, time tracking, project setup, and financial reporting.
• Ability to travel as needed for onsite integration support (estimated <25%).

Physical and Mental Job Qualifications

• Ability to travel as needed

Additional Information

Some of the Benefits We Have Include

J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team’s needs.

• Our flexible work environment allows employees to work remotely, when needed
• Flexible Time Off policy
• Medical, Dental, and Vision Insurance
• 401k Match
• Commuter Benefit

A reasonable estimate of the salary range for this role is $80,000 - $110,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.

Please explore what we’re all about at www.jsheld.com.

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

If you are an individual with a disability and would like to request for a reasonable accommodation, please email jobs@jsheld.com __and include “Applicant Accommodation” within the subject line with your request and contact information.

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