Sr. Finance Manager - Integrations & Acquisitions

Job Summary/Objective:

The Sr. Finance Manager – Integrations & Acquisitions serves as the primary finance and accounting lead for all aspects of acquisition activity within the management services organization (MSO) for Elevate ENT Partners. This role owns the end-to-end integration process for newly acquired physician practices, coordinating cross-functionally between finance and other departments such as revenue cycle, HR, operations, and IT to ensure each acquisition is seamlessly onboarded onto the MSO infrastructure. The ideal candidate brings healthcare finance expertise, strong accounting fundamentals, and the ability to drive structured processes in a fast-paced environment.

Essential Job Functions

1. Due Diligence & Acquisition Readiness

Serves as the primary point of contact and key finance lead responsible for pre-acquisition due diligence activity. Participates in management meetings and diligence calls to assess operational and financial risks inherent to each target practice. Directs and supports third-party diligence teams to ensure all pertinent financial information is captured, challenged, and properly evaluated. Reviews Quality of Earnings (QoE) to identify and mitigate liabilities or risks that could be transferred to the MSO post-acquisition. Partners with cross functional team leads to understand their findings and the post-acquisition impact on the accounting and finance function.

1. Operational Integration Management

Owns the end-to-end financial integration of acquired practices across all major workstreams within the defined integration timeline, including:

• Onboarding: Leads the acquisition kickoff meetings and onsite visit with the acquired practice team, conducts comprehensive walkthroughs to identify potential internal control gaps, identifies optimization opportunities, financial risks, and any operational considerations critical to a successful integration.
• Banking & Cash: Manages acquired bank accounts and credit cards, cash sweep structures, merchant systems, and payment platforms until the acquired accounts are closed. Serves as the lead in transitioning all bank workflows to the standard process under the MSO.
• Purchasing & Payables: Serves as the central point of coordination for the setup of Concur and P-card programs, vendor transitions and notifications, cancellation of legacy ACH/autopay arrangements, alignment of inventory, purchasing and refund procedures.
• Payroll & HR: Collaborates with HR to understand the payroll transition plan. Identifies necessary accruals and any financial impacts for the acquired practice. Analyzes compensation structure harmonization including partner draws, quarterly payouts, bonus plans, and commission models and advise leadership or communicate changes to affected employees, as necessary.
• Accounting & Close: Creates the necessary transaction level reports for revenue recognition within the acquired practice EMR/PM system, configures Intacct for the new acquisition, completes a mapping of pre-acquisition financial data to the new accounting system, establishes the standard month-end close process for each acquisition, records the Opening Balance Sheet (OBS), reconciles and monitors pre-acquisition period transactions, finalizes the closing statement, and transitions accounting ownership to operational accounting team. Works with management to understand and explain significant deviations or trends in the financial results post-acquisition.

1. Financial Reporting, Analysis & Strategic Support

Supports Data Analytics team with development of data reporting from the acquired practice EMR/PM systems and deliver actionable insights to support strategic decisions. Partners with external consultants on ad hoc due diligence, valuation projects, audit assistance, tax matters and special analyses. Drives process standardization and scalability across a multi-state, multi-site practice portfolio.

Supervisory Responsibility

This role may supervise 1 employees and is expected to mentor junior finance/accounting staff.

Work Environment and Physical Demands

This job operates in a professional office setting. This role routinely uses standard office equipment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to handle or feel; and reach with hands and arms

Travel

Moderate travel to acquired practice locations during onboarding and integration phases may be required. Travel requirements will vary based on deal activity.

Required Education and Experience

• Bachelor's degree in Accounting or Finance required; Master's degree a plus.
• CPA license strongly preferred.
• 5 years of experience in accounting, finance, or due diligence/transaction advisory roles; healthcare industry experience a plus.
• Prior experience in a PE-backed environment or with M&A integration strongly preferred.
• Proficiency in EMR/PM systems (AthenaOne, Modmed, eCW, Greenway, or CareCloud) preferred.
• Advanced Microsoft Excel skills; proficiency in Microsoft Office Suite.
• Strong analytical, verbal, and written communication skills.
• Strong interpersonal skills to collaborate effectively across clinical, operational, and finance teams.

Additional Eligibility Qualifications

• Prior financial modeling experience
• Understanding of general accounting processes
• Experience in evaluating internal control processes and procedures
• Cash management/treasury experience
• Experience performing or supporting Quality of Earnings (QoE) analyses
• Familiarity with end-to-end integration workstreams
• Knowledge of healthcare revenue cycle management concepts
• Strong project management skills
• Ability to communicate financial results to non-business employees
• Comfort operating in ambiguous, high-growth environments with shifting priorities