Senior Financial Analyst M&A Integrationat CDW Careers

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Job ID: 21000637
Updated: Apr 22, 2021
Location: , United States

The Senior Financial Analyst (SFA) M&A Integration is part of a multi-disciplinary team, which is charged with integrating new coworkers, processes, data, technology from acquired companies and/or mergers into the CDW ecosystem successfully. This role executes on the finance and accounting parts of the M&A integration work translating the business strategy by: delivering financial reporting for the newly integrated business, pre and post integration; understanding financial processes, data, reporting, in order to inform and execute the migration plan; building and executing repeatable testing processes, and resolving issues. The SFA M&A Integration collaborates across a wide range of functions and team members to share key learnings and deliver successful results.  


Key Areas of Responsibility

  • Delivers financial reporting for acquired companies including proforma financial reporting, synergies tracking, performance grants tracking, and integration budget tracking.
  • Understands and executes upon the record to report, order to cash, procure to pay requirements to integrate new business/part of business into CDW
  • Assists in execution of data conversion process through understanding of record to report, order to cash processes, and managing data migration validation processes
  • Assists in integration planning during due diligence 
  • Builds and executes repeatable testing process (i.e., test scripts, results output) 
  • Understands resources, schedule, and risk mitigation plans 
  • Collaborates with cross-disciplinary team to implement change management plans including training, communications, success metrics.
  • Maintains integration playbook, in collaboration with Finance and other integration team members
  • Leverages adaptable and scalable approaches; prioritizing process evolution through continuous improvement 
  • Contributes to an agile and capable team that can successfully lead and deliver integration as a service 

Education and/or Experience Qualifications

  • Bachelor’s degree
  • External candidates:
    • 4 years previous finance experience.
  • Internal candidates:
    • 3 years CDW finance experience. 

Required Qualifications

  • Strong verbal and written communication skills with the ability to effectively interact with internal and external stakeholders 
  • Demonstrated strong knowledge of finance concepts, principles and practices, and the ability to apply them
  • Strong analytical skills
  • Demonstrated organization and planning skills with critical attention to detail
  • Demonstrated time management skills with the ability to meet deadlines
  • Proficient in Microsoft office applications with solid experience in Excel
  • Demonstrated ability to effectively present data to stakeholders for full scenario understanding
  • Track record of identifying process improvements, and making appropriate recommendations
  • Strong negotiation skills with the ability to influence stakeholders
  • Understands accounting concepts 

Preferred Qualifications

  • CPA and/or MBA  
  • M&A experience preferred.
  • Financial modeling experience, including building pro-forma financials, valuation models, and operating models is preferred.
Job Category: Finance
Job Type: Full-Time
Travel Percentage: 0%

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