Accounting Leadership Role

1 week ago


Westlake Village, California, United States Warner Pacific Insurance Services Full time

Warner Pacific Insurance Services is a leading provider of benefits insurance services, offering a comprehensive range of products and tech-enabled services to insurance agents. We are seeking an experienced Accounting Leadership professional to join our team as a Senior Finance Integration Manager.

About the Role

The Senior Finance Integration Manager will report directly to Warner's CFO and work closely with various Business Partners and Finance team members to provide support related to Warner's M&A activity during the acquisition process. This includes leading post-close finance integration activities, reviewing accounting and finance processes at acquired entities, and integrating those processes into Warner's broader finance operating model as applicable.

The ideal candidate will have extensive M&A experience, a strong understanding of accounting processes, and excellent problem-solving skills. They will also possess the ability to communicate effectively verbally and in writing, interact with employees and vendors in a professional manner, and perform the required work at the designated Warner Pacific office or remotely.

Key Responsibilities
  • Provide financial support during M&A due diligence process
  • Work with M&A and FP&A teams to develop budgets and proforma reporting for acquired businesses
  • Lead financial reporting, including the monthly close process for acquisitions post-close
  • Partner with FP&A and business leaders for monthly financial reviews
  • Develop recommendations to optimize financial management of acquisitions post-close, including technology and resourcing changes
Requirements

To be successful in this role, you will need:

  • Bachelor's degree in Accounting, Finance, or related field
  • 10+ years of total accounting experience, including 4+ years in public accounting
  • Active CPA license
  • Extensive M&A experience
  • Experience building and managing a finance and accounting team
  • Strong problem-solving skills, documentation skills, research and resolution skills, data analysis
What We Offer

As a Senior Finance Integration Manager at Warner Pacific Insurance Services, you will enjoy a competitive salary range of $152,475 - $203,000 per year, along with a range of market-competitive benefits, including merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance.

We value diversity of backgrounds, experiences, thoughts, and education levels, and we welcome applications from talented professionals who believe they can leverage their skills and strengths to meet our needs. If you are passionate about delivering exceptional results and contributing to our success, we encourage you to apply.



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