CERTUS · 11 hours ago
Finance M&A Support Specialist
Tampa, FL
Full-time
Onsite
Entry, Mid Level
2+ years expCERTUS is seeking a Finance M&A Support Specialist who will serve as a dedicated finance resource within the M&A function. The role involves ensuring accurate financial work throughout the acquisition lifecycle, partnering with various teams to deliver clean deals and minimize risks.
Health CareProfessional Services
Responsibilities
Lead pre-close financial diligence in coordination with the M&A team
Review seller financial statements, GL detail, balance sheet schedules, revenue trends, AR aging, AP, payroll, and tax exposures
Identify risk areas, normalization adjustments, and integration considerations
Support the business analyst and finance leadership with data validation used in deal modeling
Prepare and maintain disclosure schedules related to legal documents during the acquisition process
Create fund flow statements and validate all payment calculations
Prepare wire instruction packages and confirm banking details with sellers
Coordinate with internal Legal to ensure financial schedules align with the asset purchase agreement
Maintain a monthly reconciliation of shared, transitional, and misdirected expenses
Validate supporting documentation and ensure accuracy in chargebacks and reimbursements
Track and reconcile credit cards, ACH, and other payments that continue to deposit into seller accounts during the transition period
Coordinate with sellers and processors to ensure proper redirection and recovery
Monitor and report monthly acquired revenue
Maintain a clean audit trail for internal reporting, lender reporting, and attribution of deal performance
Validate data hand offs between legacy systems and Certus systems
Track monthly performance tied to earnouts or holdback criteria such as revenue, attrition, cancellations, or defined performance metrics
Prepare regular reporting for Finance and M&A leadership
Coordinate calculations during payout periods
Manage the transition of merchant services, payment processors, and credit card portals
Work with sellers and processors to ensure timely transfer of ownership so bank deposits properly route to Certus
Maintain documentation and timelines for regulatory and underwriting requirements
Attend M&A pipeline, diligence, and integration meetings
Ensure accurate financial work backs for legal, operations, and integration leaders
Flag issues early and maintain proactive communication
Serve as the primary post close financial contact for sellers
Provide structured updates on reconciliations, payment transition status, earnout performance, and financial onboarding
Maintain a checklist of financial obligations for each acquisition (prorations, tax filings, insurance reimbursements, inventory counts, etc.)
Ensure all items are documented and completed within agreed timelines
Provide monthly inputs for M&A dashboards and post close scorecards
Prepare variance analyses on acquired performance versus underwriting
Document all financial items required for 'integration close' status
Ensure the deal is fully transitioned from M&A into steady state operations and Finance
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
Two to five years of experience in accounting, financial analysis, or transaction support
Strong understanding of GAAP, revenue recognition, accruals, and financial controls
Excellent Excel skills and comfort with ERP systems, accounting systems, and payment processors
Strong attention to detail, ability to manage deadlines, and cross functional communication skills
2–5 years of experience in financial planning & analysis (FP&A), accounting, transaction support, or M&A environments
Advanced proficiency in Excel and financial modeling
Experience with ERP/accounting systems (e.g. Intaact, Microsoft Dynamics) and business intelligence tools (e.g., Power BI, Tableau)
Preferred
Experience in multi-entity environments, M&A, or private equity backed operations preferred
Experience in multi-entity environments, private equity-backed operations, or high-growth companies is a plus
Familiarity with data validation, reconciliation, and integration between legacy and new systems
Company
CERTUS
At CERTUS, we’re more than a pest control company, we’re a company that acquires and empowers pest control businesses.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2024-05-21Private Equity
Leadership Team
David Joles
Chief Operating Officer
Recent News
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