M&A Integration Senior Accountant at Taylor White Accounting and Finance
Tampa, FL 33609, USA -
Full Time


Start Date

Immediate

Expiry Date

15 Sep, 25

Salary

120000.0

Posted On

15 Jun, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

New Concepts, Numbers, Writing, Excel, Transaction Experience, Quickbooks

Industry

Accounting

Description

If you are an accounting professional who is dependable, people-oriented with strong interpersonal and communication skills we want to speak to you! We are conducting a search for an M&A Integration Senior Accountant for an amazing opportunity with an amazing client of ours for you! Check out this ad and APPLY NOW!

M&A Integration Senior Accountant–Hybrid Benefits and Compensation:

  • A professional working environment
  • GREAT leadership and high visibility
  • TERRIFIC career growth potential
  • GREAT Benefits
  • Highly competitive compensation of $100,000-120,000 Plus Bonus Potential!

M&A Integration Senior Accountant–Hybrid Job Duties:

  • Develop an integration plan after reading closing documents and Quality of earnings files
  • Create a chart of accounts mapping connecting existing firm to newly acquired
  • Prepare an Opening Balance sheet in accordance with ASC 842 and ASC 606
  • Create pro-forma financial results for the two years prior to acquisition
  • Assist National Office with a Net Working Capital true-up calculation
  • Develop a methodology to run earnout and or AVA calculations for all firms
  • Gain access to all vendors and platform accounts
  • Create a method to integrate all newly acquired firms financial statements into the consolidated financial package in accordance with GAAP
  • Acquire all supporting documentation from the newly acquired firms legacy accounting staff (Balance Sheet rec, Bank Rec and detailed AR listing etc)
  • Develop an ASC 606 revenue recognition procedure, take cash financials to GAAP
  • Prepare budget and reforecast with a revenue metrics focus (AUM, participant count and plan count)
  • Research and report on budget to actual variances
  • Assist with the gathering of data to migrate billing to the company’s home-grown proprietary system.
  • Collaborate with the Accounting team on how to migrate other accounting cycles such as AP, cash application and provider payments
  • Pull records for newly acquired partner firms to support annual audit.

M&A INTEGRATION SENIOR ACCOUNTANT-HYBRID SKILLS/QUALIFICATIONS:

  • Bachelor’s Degree required preferably in Accounting
  • An active CPA license
  • A minimum of 3-5 years of experience in a professional service organization; prefer experience in audit/consulting or PE background with transaction experience
  • In depth knowledge of GAAP
  • Prior experience with ERP/accounting software; experience with Microsoft SL, Dynamics 365 Business Central and Quickbooks is a plus
  • Experience in Financial Service or related industry
  • Experience working with offshore entities preferred
  • High attention to detail with numbers, work well with people, anticipate impacts of workload/issues to team deadlines, and have a very positive work attitude including willing to work longer hours during peak periods
  • High proficiency level with Excel and Word
  • Ability to successfully and simultaneously manage multiple tasks and meet multiple deadlines
  • Ability to develop and maintain good working relationships with others
  • Ability to communicate effectively, both verbally and in writing
  • Self-motivated to learn new concepts and participate in new projects
    Job ID:22319
Responsibilities
  • Develop an integration plan after reading closing documents and Quality of earnings files
  • Create a chart of accounts mapping connecting existing firm to newly acquired
  • Prepare an Opening Balance sheet in accordance with ASC 842 and ASC 606
  • Create pro-forma financial results for the two years prior to acquisition
  • Assist National Office with a Net Working Capital true-up calculation
  • Develop a methodology to run earnout and or AVA calculations for all firms
  • Gain access to all vendors and platform accounts
  • Create a method to integrate all newly acquired firms financial statements into the consolidated financial package in accordance with GAAP
  • Acquire all supporting documentation from the newly acquired firms legacy accounting staff (Balance Sheet rec, Bank Rec and detailed AR listing etc)
  • Develop an ASC 606 revenue recognition procedure, take cash financials to GAAP
  • Prepare budget and reforecast with a revenue metrics focus (AUM, participant count and plan count)
  • Research and report on budget to actual variances
  • Assist with the gathering of data to migrate billing to the company’s home-grown proprietary system.
  • Collaborate with the Accounting team on how to migrate other accounting cycles such as AP, cash application and provider payments
  • Pull records for newly acquired partner firms to support annual audit
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