Director of Finance Integration
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Job Description
Director of Finance Integration leading financial onboarding and integration of MSP partners for Shield Technology Partners. Guiding teams through financial expectations and driving scalable integration frameworks.
Responsibilities:
- Lead the financial onboarding and integration of newly acquired MSP partners.
- Guide executive teams through financial expectations, systems alignment, and integration milestones across the first 30-60-90 days and beyond.
- Build scalable integration frameworks while driving hands-on results during periods of rapid expansion.
- Travel 25-50%.
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field; CPA or equivalent credentials preferred.
- 10+ years of progressive accounting and finance leadership experience, with deep expertise in full-cycle accounting, U.S. GAAP, and multi-entity financial reporting.
- Proven success leading post-acquisition integrations and complex multi-entity transitions in high-growth, acquisition-driven, or PE-backed environments.
- Demonstrated ability to design and execute structured integration roadmaps, ensuring continuity from diligence through operational execution.
- Strong financial systems leadership experience, including ERP integrations, chart of accounts alignment, reporting infrastructure, and scalable process standardization.
- Advanced analytical and Excel capabilities with strong financial risk identification, problem-solving, and attention to detail.
- Executive presence and exceptional communication skills, with the ability to build trust quickly with partner executives, cross-functional leaders, and offshore teams.
- Highly accountable and adaptable leader who operates strategically while remaining hands-on in fast-paced, high-frequency M&A environments.
- Preferred Experience supporting MSPs, technology-enabled services organizations, or roll-up acquisition models.
- Background in PE-backed portfolio companies with high transaction volume.
- Familiarity with ERP/accounting platforms, financial reporting tools, and PSA systems common within MSP environments.
- Experience building scalable integration playbooks, finance transformation initiatives, or shared service models.
Benefits:
- Smooth financial onboarding experiences for new MSP partners.
- Clear partner understanding of Shield’s financial expectations within the first 90 days.
- Scalable integration processes that support continued acquisition growth.
- Strong collaboration between Finance and cross-functional teams throughout onboarding.
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