M&A Integrations Controller

Job Description: M&A Integrations Controller

Job Title:

M&A Integrations Controller

Location:

Ladera Ranch, CA 92694

Reports to:

VP of Finance, Ops
Department:
Finance / M&A Integration
FLSA Status:
Exempt

• Financial Accuracy & Compliance:
  Ensure financial records are accurate, complete, and compliant with applicable accounting standards and regulatory requirements.
• Month-end Close:
  Perform month-end close activities including reconciliations, journal entries, and preparation of financial statements.
• Cash & Trust Oversight:
  Monitor trust and operating accounts to ensure reconciliation accuracy and proper posting.
• Control Implementation & Process Standardization:
  Design and implement internal controls, policies, and standardized workflows across acquired entities.
• Post-acquisition Consistency:
  Ensure consistency in reporting and accounting processes post-acquisition.
• Cross-Functional Collaboration:
  
  Partner with finance, IT, legal, and operations teams to align integration timelines and deliverables; serve as a key accounting contact for acquired agencies during transition periods.
• Reporting & Analysis:
  Prepare and review monthly financial reports; analyze variances, trends, and key metrics, providing insights and recommendations.
• Banking & Cash Flow Oversight:
  Monitor daily banking activity and oversee related reconciliations.
• Leadership & Mentorship:
  Train and mentor accounting staff involved in integration activities; promote accuracy, accountability, and continuous improvement.

• Bachelor’s degree in Accounting, Finance, or related field required; CPA preferred.
• 5+ years of progressive accounting or controlling experience, preferably within M&A or multi-entity environments.
• Public accounting experience preferred.

• Strong knowledge of accounting principles, financial controls, and compliance requirements.
• Experience with agency management or ERP systems such as Applied Epic, AMS
  360, or Hawk Soft.
• Advanced Excel skills and strong analytical capabilities.
• Excellent communication skills and ability to operate in fast-paced integration environments.

• Primarily office-based with potential travel of up to 10–20% as needed.