Finance Integration Manager

Company Overview

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.

To learn more, visit https://www.pcsretirement.com/

Job Summary

The Finance Integration Director is responsible for leading the financial integration activities associated with mergers, acquisitions, strategic investments, and other business combinations. This role serves as the primary liaison between Finance, Accounting, FP&A, Treasury, Tax, Payroll, Operations, IT, HR, and acquired organizations to ensure successful integration execution.

Job Responsibilities

Acquisition Planning & Due Diligence

• Partner with Corporate Development, Finance leadership, and operational teams during acquisition due diligence.
• Evaluate target company financial processes, systems, controls, reporting structures, and accounting policies.
• Identify integration risks, dependencies, and resource requirements.
• Develop finance integration strategies and Day 1 readiness plans.
• Support purchase accounting and transition planning activities.

Integration Leadership

• Serve as the Finance Integration Lead for assigned acquisitions.
• Develop and maintain detailed integration project plans, timelines, milestones, and status reporting.
• Coordinate activities across Accounting, Accounts Payable, Accounts Receivable, Payroll, FP&A, Treasury, Tax, Revenue Operations, IT, and systems teams.
• Facilitate recurring integration meetings and executive status updates.
• Track risks, issues, decisions, and action items through completion.

Financial Operations Integration

• Lead the integration of accounting processes and financial close procedures.
• Coordinate migration and validation of financial data.
• Standardize accounting policies and procedures across acquired entities.
• Align chart of accounts, reporting structures, and management reporting requirements.
• Establish consistent financial controls and compliance procedures.
• Assist with bank account transitions, cash management activities, and treasury integration.

Systems & Reporting Integration

• Partner with Accounting and IT teams to integrate ERP, payroll, billing, and reporting systems.
• Support system conversions, testing, reconciliations, and user acceptance activities.
• Ensure uninterrupted financial operations during integration.
• Develop reporting metrics to monitor integration progress and financial performance.

Change Management & Communication

• Act as a trusted advisor to business leaders navigating acquisition transitions.
• Prepare executive dashboards and integration scorecards.
• Communicate integration progress, risks, and recommendations to senior leadership.
• Support training and adoption of standardized processes.

Continuous Improvement

• Maintain finance integration playbooks, templates, and best practices.
• Document lessons learned from completed transactions.
• Drive process improvements to accelerate future integrations.
• Support synergy tracking and post-acquisition performance measurement.