Career Opportunity

Director of Finance – New Business Integration

Category

Accounting/Finance

Location

Dallas, Texas

Salary

$150,000 - $175,000

Job Reference

54098

Job Description

Director of Finance – New Business Integration

This position sits within a highly acquisitive, PE backed healthcare organization.

The Director of Finance – New Business Integration plays a pivotal leadership role in evaluating the financial performance of newly acquired businesses throughout their post-acquisition integration period. Reporting directly to the Vice President of Financial Planning & Analysis, this individual will work closely with operations teams, Doctors, and executive leadership to deliver financial insights, foster alignment, and ensure a seamless transition into standard financial practices and performance targets. This position demands both strong analytical capabilities and exceptional interpersonal skills to influence, collaborate with, and guide a wide range of stakeholders.

Key Responsibilities:

Serve as the lead finance liaison for acquired entities, overseeing all aspects of financial integration from post-close through transition.
Build and maintain strong relationships with key stakeholders, including physicians, regional operations leaders, and executive leadership.
Establish standardized financial reporting processes, including monthly performance reviews, variance analyses, and customized KPIs for each acquisition.
Partner with clinical and operations teams to analyze revenue streams, cost structures, and profitability drivers—turning insights into actionable financial guidance.
Develop and manage integration budgets, forecasts, and key financial milestones to support a smooth transition.
Contribute to post-acquisition planning efforts by identifying synergy opportunities and driving operational efficiencies.
Promote a culture of financial accountability and rigor during the integration phase while maintaining flexibility to adapt to business-specific needs.
Translate complex financial data into clear, compelling insights for both financial and non-financial stakeholders, from clinical staff to senior executives.
Prepare and deliver integration progress updates and financial reports for internal leadership and board-level audiences.

Qualifications & Skills:

Demonstrated success partnering with physicians, clinicians, and executives to provide strategic financial support.
Exceptional communication skills and executive presence; able to clearly articulate financial strategies to diverse audiences.
Strong analytical mindset with a proactive, hands-on approach and the ability to operate effectively in dynamic, evolving environments.
Advanced proficiency in Excel; experience with financial tools such as Intacct, Workday Adaptive, and Power BI preferred.
Background in multi-site or multi-unit financial operations is essential.
Collaborative, professional, and solutions-oriented with strong organizational and time management abilities.

Education & Experience:

Bachelor’s degree in Finance, Accounting, Business Administration, or related field required; MBA or CPA highly preferred.
Minimum of 7 years of progressive experience in FP&A, operational finance, or post-merger integration—preferably within healthcare, multi-location businesses, or private equity-backed companies.

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Job Responsibilities

The Director of Finance – New Business Integration
This position sits within a highly acquisitive, PE backed healthcare organization.

Primary Responsibilities:

Act as the lead finance partner for newly acquired businesses, managing the financial integration from deal close through stabilization and eventual transition to steady-state FP&A support.
Cultivate strong relationships with key stakeholders, including Doctors, regional operations leadership, and executive teams.
Implement and maintain consistent financial reporting processes, including monthly reviews, variance analyses, and KPIs tailored to the specific needs of each acquisition.
Collaborate with operations and clinical teams to understand revenue drivers, cost structures, and profitability levers, translating these insights into clear financial guidance.
Create and manage integration budgets, forecasts, and key financial milestones.
Support post-acquisition planning efforts to identify and capture synergies and operational efficiencies.
Foster a culture of financial discipline and accountability during the initial year of ownership, while remaining flexible to the unique needs of each acquisition.
Communicate financial concepts effectively across both financial and non-financial audiences, from clinicians to senior executives.
Prepare and present integration updates and financial reports to internal leadership and board-level stakeholders as required.

Knowledge, Skills, and Attributes:

Proven ability to work consultatively with physicians, clinicians, and senior executives, offering strategic, solutions-focused advice.
Excellent communication skills with a strong executive presence; adept at delivering financial and strategic recommendations to varied audiences.
Highly analytical with a proactive, hands-on approach and the agility to navigate uncertain or evolving situations.
Proficiency in Excel and financial systems such as Intacct, Workday Adaptive, and Power BI.
Experience supporting financial operations across a multi-location or multi-unit organization.
Professional, innovative, and highly collaborative approach.
Strong organizational skills with the ability to manage multiple priorities effectively.

Required Qualifications:

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA designation strongly preferred.
A minimum of 7 years of progressive experience in FP&A, operational finance, or post-merger business integration, preferably within healthcare, multi-site operations, or private equity-backed companies.

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Education and Experience

Knowledge and Skill Requirements

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Director of Finance – New Business Integration

Veteran Classifications

Disability

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Amy Searles

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