Finance Business Project Manager with M&A Exp.

This is a remote position.

Role: Finance Business Project Manager with M&A experience
Location: Remote
Duration: 6+ Months

Job Description:

A Finance Business Project Manager with M&A experience looks very similar to an accounting-focused PM—but with a broader, more strategic finance lens. They typically sit between FP&A, corporate finance, and executive leadership, driving the financial side of deals and integrations.

“Finance Project Manager with 7–10+ years of experience leading financial planning, M&A transactions, and post-merger integrations. Proven ability to align financial strategy, reporting, and operations across multi-entity organizations.”

Key signals:

·       Finance-first, not accounting-only

·       Experience supporting deal lifecycle + integration

·       Strong business partnership with executives

Core Experience Breakdown

1. M&A / Deal Experience (Critical)

·       Supported or led:

o   Financial due diligence (valuation inputs, financial modeling support)

o   Deal execution coordination with bankers, legal, and execs

o   Post-merger integration (PMI) planning and execution

·       Key responsibilities:

o   Building integration roadmaps and timelines

o   Tracking synergy targets and cost savings

o   Aligning financial reporting structures post-acquisition

·       Exposure to:

o   Carve-outs, roll-ups, or multi-entity consolidations

2. FP&A / Corporate Finance

This is where they differ from accounting PMs:

·       Budgeting, forecasting, and long-range planning

·       Variance analysis and KPI tracking

·       Building financial models and business cases

·       Supporting executive decision-making with data

Prior roles often include:

·       FP&A Analyst / Manager

·       Corporate Finance Manager

·       Strategy or Business Operations roles

3. Project Management

·       Owns finance workstreams across large initiatives:

o   M&A integrations

o   Finance transformation

o   ERP implementations tied to finance

·       Responsibilities include:

o   Timeline and milestone tracking

o   RAID logs (Risks, Assumptions, Issues, Dependencies)

o   Cross-functional coordination (Finance, IT, HR, Legal)

4. Systems & Tools

·       ERP / Financial systems:

o   SAP, Oracle, NetSuite, Workday Financials

·       Planning tools:

o   Adaptive, Anaplan, Hyperion

·       Reporting:

o   Excel (advanced), Power BI, Tableau

Typical Achievements

Strong candidates quantify impact like:

·       “Led finance integration for a $500M acquisition, aligning forecasting and reporting across 3 business units”

·       “Tracked and delivered $15M in cost synergies within first year post-close”

·       “Built 3-year financial model supporting acquisition strategy and executive decision-making”

Key Skills / Traits

·       Strong business acumen (thinks beyond debits/credits)

·       Ability to connect financial strategy to operations

·       Executive presence and communication

·       Comfortable in ambiguity and fast-paced deal environments

·       Highly analytical + structured thinker

Education / Certifications

·       Bachelor’s in Finance, Accounting, or Business

·       MBA (common for more senior candidates)

·       CPA (less critical than accounting PM, but helpful)

·       PMP (nice to have, not always required)

Top Candidate

The best profiles will have:

·       End-to-end M&A exposure (not just “supported”)

·       Strong FP&A + modeling experience

·       Proven post-merger integration leadership

·       Ability to speak to synergies, ROI, and business outcomes

·       Experience working directly with CFOs, PE firms, or exec teams