Summary of Role:The M&A Financial Analyst supports the Corporate FP&A and SG&A Finance teams by providing accurate, timely tracking and analysis for M&A and integration-related financial activity. This role focuses on updating forecasts, supporting budget cycles, and preparing reporting and variance commentary for current and future integrations.
Essential Responsibilities:M&A tracking and forecast support (Corporate FP&A)- Support weekly, monthly, and annual planning and forecasting activities for M&A-related cost tracking under direction of Corporate FP&A leads.
- Maintain and update standard M&A trackers (deal costs, integration costs, key assumptions, timing).
- Assist with forecast refreshes by collecting stakeholder inputs and updating templates, ensuring consistency and completeness.
Integration tracking and budgeting support (SG&A Finance)- Support SG&A Finance with M&A-related tracking, forecasting, and budgeting for active and upcoming integrations.
- Help compile integration OPEX details (e.g., professional services, IT, HR, and other integration-related costs) and support rollups by function or workstream.
- Assist with basic classification support to ensure spend is properly tagged for integration reporting, escalating exceptions for review.
Reporting, variance analysis, and commentary- Prepare recurring reports and summaries for Finance leadership (actuals vs. forecast/budget) using established templates.
- Draft high-level variance drivers and supporting commentary for review by Finance leaders.
- Support ad hoc analysis related to integration spend, timing, and risks as needed.
Cross-functional coordination and process support- Coordinate inputs with cross-functional partners (Corp Dev, Accounting, Tax, Legal, HR, IT) to ensure trackers and reporting are up to date.
- Support continuous improvement by documenting processes, improving templates, and helping standardize recurring deliverables.
Other Responsibilities:- Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs.
Required Qualifications:- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 2+ years of experience in FP&A, Finance, Accounting, or an analytical role (internship or co-op experience acceptable).
- M&A and/or integration-related financial experience is strongly preferred.
- Strong Excel skills (pivot tables, lookups, basic modeling); PowerPoint proficiency for leadership-ready summaries.
- Strong attention to detail; organized and able to manage recurring deliverables with deadlines.
- Clear written and verbal communication skills; ability to synthesize inputs into concise updates.
- Experience with enterprise finance systems/tools (e.g., SAP/Oracle, Anaplan, FCCS) is a plus.
What "Good" Looks Like in This Role- Trackers are consistently accurate, current, and audit-ready.
- Forecast updates are executed quickly with minimal rework.
- Reporting packages are clean and easy for leaders to consume, with clear variances and drivers.
- Strong partnership behaviors: proactive follow-ups, timely updates, and early escalation of issues.
Expected Salary Range$72,000.00 - $144,000.00
The exact Salary will be determined based on qualifications, experience and location.
