ABOUT THE JOB

This is a high-impact role, with Board and Executive-level visibility at the center of Banko's growth strategy. The Corporate Development and Integration Manager will be a key strategic leader and will own post-acquisition integration from close through full operational alignment - including standing up acquired companies on Banko's systems, rationalizing their financial processes, and ensuring synergy capture is planned and realized. This role is a unique opportunity to both help shape enterprise-level growth, while also being a key operational leader for the business.

The ideal candidate brings a strategic mindset alongside a strong accounting and financial foundation - enough to map a chart of accounts, run a month-end close conversation, and identify where a target's books need work - paired with the operational instincts and project management drive of a business operator. This is not an accounting role, but financial literacy is non-negotiable.

When not in an active integration, this person will lead special projects directly under the guidance of the CFO: driving cross-functional initiatives, preparing executive materials, supporting deal diligence, and leading special projects that improve performance and scalability across the platform.

This position is based full-time at our Tampa, FL headquarters with travel to operating locations and acquisition targets across the Southeast as needed.

M&A and Due Diligence

• Support M&A strategy and origination efforts
• Serve as a core member of the diligence team during active deal processes, coordinating financial, operational, and commercial workstreams
• Analyze target financials, customer and builder concentration, fleet and inventory, key person dependencies, and technology gaps
• Produce diligence summary memos and integration readiness assessments for leadership review
• Maintain standardized diligence frameworks, data request lists, and management interview guides

Post-Acquisition Integration

• Own end-to-end integration planning and execution for acquired businesses, from pre-close readiness through full operational convergence
• Build and manage detailed integration workplans across operations, sales, finance, HR, and technology - with clear owners, milestones, and escalation paths
• Lead the financial integration workstream: map acquired company chart of accounts to Banko's structure, rationalize month-end close processes, and support the target's interim close cycle during the transition period
• Drive technology migration onto Banko's operating stack: ServiceTitan(field ops/CRM), NetSuite (ERP/finance), etc.
• Identify, track, and execute synergy capture opportunities - cost rationalization, pricing alignment, vendor consolidation
• Ensure acquired entities are fully integrated into Banko's KPI framework and reporting cadence
• Develop and deploy repeatable integration playbooks and onboarding templates to support a growing deal pipeline

Special Projects

• Work directly with the CFO on execution of company priorities and day-to-day operational accountability
• Lead high-priority operational and strategic initiatives assigned by the CFO or CEO
• Build dashboards and performance tracking tools; drive process improvement across the multi-location platform
• Support new market entry logistics including real estate, staffing ramp, and operational setup
• Prepare executive, board, and investor materials; track progress on key initiatives across the leadership team
• Support annual planning, budgeting cycles, and performance reviews

Required Experience

• Strong accounting and financial foundation - you can read and clean up a set of books, map a chart of accounts, and have an informed conversation with a controller or CPA; a degree or background in accounting is a plus
• 5-8+ years of experience in management consulting, corporate strategy, M&A integration, PE portfolio operations, or a senior business operations role
• Demonstrated experience managing complex, cross-functional projects with multiple stakeholders and competing deadlines
• Exceptional written and verbal communication - able to translate complex situations into clear plans and executive-ready summaries
• Advanced Excel and financial modeling skills
• High degree of self-direction and "ownership" mentality; comfortable building structure where there isn't any
• Willingness to travel for acquisitions and integrations across the Southeast

Strongly Preferred:

• Prior exposure to field service, trades, home services, or construction - you understand how the work actually gets done
• Hands-on integration experience -you've been through a deal before and know what Day 1 looks like
• Familiarity with operating technology (field service management platforms, ERP, CRM)
• Experience in or with PE-backed or founder-owned businesses

Why This Role:

• Direct exposure to the COO, CEO, and the full deal lifecycle from diligence through integration
• Lead strategically important projects and initiatives that directly drive value creation - your work shows up in the P&L and enterprise value of Banko
• Clear path toward a senior leadership role as the platform scales
• Fast-moving, acquisition-driven environment where execution is rewarded
• Competitive base, performance bonus, and equity opportunity tied to integration and company outcomes
• Full benefits including health, dental, and vision