Director of M&A and Special Projects

#LI-VM1 #LI-Hybrid

Essential Functions and Primary Duties

M&A Integration Leadership

• Lead finance and accounting integration for acquisitions and divestitures, from due diligence through post-close stabilization and transition to steady-state ownership
• Establish appropriate financial controls, reporting structures, and operating processes within acquired businesses
• Serve as the primary finance liaison across Corporate Finance, Accounting, Internal Audit, Treasury, Legal, and Operations
• Present integration status, risks, and outcomes to senior leadership

Integration Accounting and Financial Oversight

• Own accounting and reporting for integration-related activity, including integration/restructuring costs, severance, retention, earnouts, working capital adjustments, and acquisition-related accruals
• Ensure accuracy, consistency, and timeliness of financial results tied to acquisitions
• Partner with controllership on accounting policy alignment and execution

Revenue Systems, Close, and Financial Reporting

• Oversee integrity and performance of revenue processes driven by Practice Engine and related systems, including complex intercompany flows, allocations, inter-region revenue reporting, and commission/incentive accruals
• Partner with accounting leaders on monthly close, including tie-outs, issue resolution, and required adjustments, lead root cause analysis and corrective action on revenue discrepancies
• Provide finance leadership and governance over system integration and stabilization efforts, including requirements definition, testing, and issue resolution for major initiatives (e.g., Practice Engine conversion, Oracle-related projects)
• Drive standardization and scalability of revenue and reporting processes across legacy and acquired entities; identify control gaps and implement sustainable improvements

Special Projects and Cross-Functional Execution

• Lead high-priority, cross-functional initiatives spanning Finance, IT, and Operations; own complex, unstructured problems that require coordination across multiple functions
• Partner with FP&A and Operations to improve data quality, consistency, and transparency across reporting processes
• Support ongoing efforts to standardize processes and improve operating efficiency across the division
• Perform other duties and special projects assigned in support of divisional and organizational priorities

Preferred Qualifications

• CPA or equivalent certification 
• Experience with financial systems implementations or conversions 
• Background in professional services or multi-entity environments with complex intercompany structures
• Experience in M&A integration, financial process leadership, or complex transformation initiatives

Minimum Qualifications

• Bachelor's degree required; Master's degree preferred in related field
• 8 years of experience in related field
• 6 years supervisory experience
• Certification preferred
• Ability to manage deadlines
• Ability to work on multiple assignments and prioritize accurately
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally (and externally as applicable)
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on department needs

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.