Post-Acquisition Financial M&A Specialist

Job Description – Post-Acquisition Financial M&A Specialist

Sila - Where Inspiration and Initiative Intersect With Opportunity & Growth.

Our Mission: To provide the highest level of service by supporting, empowering and rewarding exceptional people; by embracing a philosophy of continuous improvement; and by providing superior results to every customer.

At Sila, we like to say we are a Customer Service company that is amazingly successful in the Plumbing, Electrical, Heating, Ventilation and Air Conditioning business! Sila has 45 locations servicing the Northeast corridor with 2700 customer centric professionals driven by the Sila mission.

Where you grow from here is up to you!

At Sila Services, we believe in the power of teamwork, innovation, and unwavering commitment to customer satisfaction. We're on a mission to redefine what it means to deliver top-tier HVAC services, and we're looking for a dynamic individual to join us on this exhilarating journey as a Financial Merger & Acquisition Integrations Analyst.

Specific Job Responsibilities

Financial M&A Integration Planning and Communication

• Assist in the implementation of the project plan for acquisition integrations, providing support and working closely with cross-functional teams to ensure integration goals are met.

• Contribute to, communicate, and help manage the project plan for acquisition integrations with a focus on financial integration, controllership and ensuring actionable, measurable action plans for each functional area (functions outside of Finance will typically handle execution of pre-closing to Closing 90 days activities directly, with the Analyst and monitoring and measuring progress and overall integration project process).

• Regularly review and update the integration progress plan/roadmap with full engagement by, and input from, all stakeholders within Sila Services and the acquired company.

• Conduct Weekly and/or Monthly Integration Performance Reviews with all key stakeholders. Both during reviews, and at any time in between, have the judgment and expertise to rapidly engage and bring in Sila Services resources as needed.

Financial M&A Acquired Company Onboarding Support

• Understand each acquired company’s processes in depth to be able to map them against their Sila Services counterpart approaches. Using this mapping/expertise, work with the Corporate Finance/Accounting team to build out and execute the integration roadmap. Processes include billing & collecting, month-end closing, inventory, purchasing and reporting.

• Serve as the liaison and right-hand, trusted “on the ground” Sila Services resource for the acquired companies. Assist with rolling out of all new processes, practices, SOPs and business standards. Ensure rapid, full compliance with Sila Services’ GAAP model and adoption of all Sila Services SOPs from the CFO, Controller and COE.

• Participate in integration and finance related meetings related to onboarding acquired companies.

• Assist with the preparation and onboarding acquired company to Service Titan and Intacct, including data entry, data cleanup, and data mapping.

Financial M&A Finance Support

• Develop sufficient expertise in the general workings of ServiceTitan and Intacct to enable personal comfort with these key tools and the knowledge of how to work with IT leaders, and non-IT experts, on deployment AND optimization of both.

• Manage acquired company asset lists and gather information necessary for accurate valuation.

• Participate in acquired company physical inventory of warehouse and trucks, become familiar with the materials and equipment and their values, create inventory valuation of the physical inventory as directed, and create a defendable valuation of the acquired inventory assets

• Serve as the Sila Services on the ground support/project leader for all mid-year and year-end physical inventories in support of Operations and goal of achieving a perpetual inventory state.

Required Skills

• Bachelor’s degree in Finance/Accounting or related fields

• 0-2 years’ experience in finance related function

• Proficient in Excel

• Keen interest in M&A Integration, especially in a Private Equity backed roll-up.

• Strong analytical and interpersonal skills and can effectively communicate project plans and integration processes to staff at acquired entity.

• Work independently with attention to detail and sensitivity to deadlines.

• Prepare and clearly communicate analyses and findings for senior leaders.

• Ideal candidate will have strong attention to detail and time management, as well as experience with project management. (This is just a repeat of two bullet points up)

• Familiarity with QuickBooks, Sage Intacct or similar financial platform is a Plus

• Demonstrated knowledge of financial accounting, compliance reporting, budget preparation and business plan development

• Strong project planning, management and performance tracking/reporting skills

• Ability to partner with a range of stakeholders from finance and non-finance backgrounds to drive performance and integration with enthusiastic support/buy-in from these leaders

• Ability to positively work under pressure to meet deadlines

• Excellent time management, prioritization, and deadline management DNA (Multiple repeats of this concept)

• Effective collaborator with strong interpersonal EQ and communication skills

• Regular travel to existing companies and acquired companies throughout the M&A integration process is expected (up to 50%).

Location: King of Prussia, PA with 50% travel to acquired locations

Reporting Structure: Reports to the Director of Financial Integration

EOE F/M/V/D

Job Type: Full-Time

Benefits Include:

· Competitive Compensation

· Health Insurance

· Dental Insurance

· Vision Insurance

· Paid Vacation

· Paid Holidays

· 401(k) with Company Match program

· Company paid Life Insurance

· Company paid Short & Long-Term Disability Insurance