Full-Time M&A Finance & Operations Integration Specialist

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).

Job Responsibilities:

• System and Process Discovery & Planning: Conduct discovery sessions, gap assessments, and serve as a liaison between acquired teams and internal operations.
• Training & Process Support: Participate in onboarding, provide training, and implement system enhancements.
• Issue Resolution & System Support: Serve as support contact, troubleshoot issues, and maintain an issue tracker.
• Operational Monitoring & Reporting: Monitor post-integration performance, adoption of tools, and support the development of standard operating procedures.

Required Qualifications:

• 5+ years of experience in operations, finance, or project support.
• Demonstrated success supporting cross-functional teams and driving process adoption.
• Strong analytical and troubleshooting skills, particularly with financial systems.
• Technical skills: D365 F&O, ERP admin, Microsoft Power BI.
• Functional skills: 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.
• Ability to travel as needed.

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