Senior Manager, M&A Accountant

About Vertex

Vertex Service Partners is a company focused on acquiring and growing residential home improvement services companies in the United States, with a focus on residential roofing & other exterior services. Vertex is backed by Alpine Investors, a top-decile private equity fund with a long history of successful investments in similar industries. Vertex will be an investment out of Alpine’s 9th fund, which will have ~$4.5 billion of committed capital. This is an opportunity to be on the ground floor of a company with the explicit mandate to grow to be a multi-billion-dollar company within the next five years, with the goal to grow the right way – through a relentless focus on employee and customer experience.

Our Core Values

· Servant Leadership

· Unwavering Character

· Growth Mindset

· Persistence

· Empowerment

· Pace

· Fun

Job description

We’re seeking aSenior Manager, M&A Integration and Financial Operations who is passionate about M&A transactions and project management. The role will be responsible for (i) seamless coordination with all parties in the M&A integration process (deal team, diligence team, accounting, etc.); (ii) onboarding each new acquisition onto our finance tech stack; (iii) coordinating audit and related financial disclosures for the transaction, including the post-close true-up; and (iv) continuously improving the onboarding process.

This is a project-based role that requires strong organizational and project management skills and is suited for someone who excels in a fast-paced environment. The ideal candidate will be able to anticipate roadblocks in a project and resolve issues quickly and efficiently leveraging their experience with finance operations and technical accounting.

Responsibilities

· Ensure effective coordination with all parties in the M&A integration process (deal team, diligence team, HR, accounting, etc.) to design and execute a post-acquisition onboarding plan for finance and accounting operations.

· Work with the diligence team to (i) assess talent to develop post-acquisition resource plan; (ii) assess accounting recognition policies to inform Quality of Earnings adjustments as well as post-acquisition accounting processes; (iii) ensure pro forma historic financials are updated and loaded in our reporting system; and (iv) coordinate negotiation of the working capital true-up.

· Coordinate with Controller team on ASC 805 valuation of the acquisition with our third-party valuation firm within 90 days post-acquisition.

· Coordinate with Controller team on opening balance sheet and all deal-related support for the auditors; manage their review of the transaction; and resolve all comments within 120 days post-acquisition.

· Identify strategic changes to the onboarding process, where necessary, and advocate for continuous process improvements.

Ideal candidate

· Degree in accounting or finance

· 8+ years of experience; public accounting and controller experience a plus

· CPA preferred

· Experience with M&A transactions

· Significant knowledge of GAAP

· Proven ability to successfully manage multiple projects at the same time

· Experience with a range of financial tech stack applications strongly preferred

· Team oriented and excited to grow and scale a business over the next 5-10 years

· High learning agility and eagerness to work in a fast-paced, dynamic environment

· Unquestionable integrity

· Ability to work proactively across multiple stakeholders; excellent communication skills

· Charlotte, NC Preferred (Remote considered)

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance