Finance Integration Leader

Job Description

Job Description

About the Role

Solidaire is a commercial HVAC services platform operating within the Percheron private equity portfolio. The company is executing an aggressive buy‐and‐build strategy, with four portfolio companies currently mid‐integration and six additional businesses under Letter of Intent expected to join the platform over the next four to five months.

The Finance Integration Manager is a newly created role designed to own the operational finance standup at each acquired entity. This person will work directly with the CFO to standardize financial infrastructure across the platform — including chart of accounts, banking, cash controls, technology implementation, and ERP rollout — while the internal finance team scales.

This is a high‐visibility, high‐impact role in a fast‐moving environment. The right candidate thrives in ambiguity, moves quickly, and brings both technical accounting depth and operational instincts.

Why This Role Exists

The platform is simultaneously integrating four acquisitions, implementing FSM and ERP at each site, transitioning banking and spend management systems, and onboarding six pipeline businesses — all against a backdrop of regional talent gaps and a retiring long‐tenured finance leader at the flagship entity.

A dedicated integration resource is required to ensure month‐end close integrity and accelerate the transition away from third‐party advisory support.

This role eliminates financial risk, accelerates system adoption, and creates a scalable, repeatable integration model that supports Solidaire’s rapid acquisition cadence.

Key Responsibilities

Chart of Accounts & Financial Standardization

• Implement Solidaire’s standard chart of accounts at each newly acquired entity.
• Remap historical data to align with platform reporting structure and FP&A requirements.
• Partner with local accounting teams to ensure clean cutover and ongoing compliance.
• Establish governance for account usage, cost center structure, and reporting consistency.
• Support alignment of revenue recognition, job costing, and expense workflows.

Banking & Treasury Transition

• Own the transition of local banking relationships to Bank of America across all sites.
• Establish and enforce cash controls, including segregation of duties, approval workflows, and daily cash reconciliation standards.
• Coordinate signatory changes, account structures, lockbox setup, and treasury reporting.
• Ensure money movement, payroll funding, and AP disbursements align with Solidaire controls.
• Partner with the Controller to validate treasury processes during month‐end close.

Spend Management — Ramp Rollout

• Lead implementation of Ramp across acquired entities.
• Train local teams on card controls, expense policy, and approval workflows.
• Configure spend categories, GL mapping, and automated workflows.
• Ensure integration between Ramp and the ERP/accounting system at each site.
• Establish audit cycles for expense compliance and card usage.

ERP & Systems Implementation

• Drive ERP implementation at the site level in coordination with the corporate technology team.
• Support QuickBooks‐to‐ERP migrations, including data extraction, cleansing, mapping, and validation.
• Serve as the primary finance liaison to implementation partners and IT.
• Ensure accurate migration of historical financial data, balances, and open transactions.
• Build standardized ERP configuration templates for chart of accounts, workflows, and reporting.

Financial Controls, Data Integrity & Month‐End Readiness

• Establish SOX‐aligned controls for journal entries, reconciliations, approvals, and system access.
• Conduct pre‐integration financial assessments to identify risks, gaps, and data issues.
• Support monthly close during integration periods, including reconciliations and variance analysis.
• Build dashboards and reporting to track integration readiness, close accuracy, and financial compliance.
• Partner with HR/Payroll to validate payroll GL mapping, tax liabilities, and money movement.

Integration Project Management

• Maintain a rolling integration tracker across all active and incoming entities.
• Identify and escalate risks to month‐end close readiness and financial accuracy.
• Coordinate with the Controller, FP&A Manager, and CFO on handoff milestones.
• Support the structured transition of work currently managed by third‐party advisors to the internal team.
• Document lessons learned and refine integration playbooks for future acquisitions.

Qualifications

Required

• 5+ years of progressive finance or accounting experience, including at least 2 years in a multi‐entity, high‐growth, or integration‐intensive environment.
• Hands‐on experience implementing or migrating accounting systems (QuickBooks, NetSuite, Sage, or equivalent).
• Strong working knowledge of chart of accounts design, journal entry workflows, and month‐end close processes.
• Experience managing banking relationships and implementing cash controls.
• Proven ability to work independently and manage multiple workstreams simultaneously.
• Strong analytical skills with the ability to interpret financial and operational data.
• Excellent communication skills with the ability to partner across Finance, Operations, HR, and IT.

Preferred

• Experience in a PE‐backed company or buy‐and‐build platform.
• Familiarity with field service management (FSM) or ERP systems in a service business context.
• Prior exposure to POC (percentage‐of‐completion) revenue recognition.
• Experience with Ramp, Concur, or similar spend management platforms.
• CPA or equivalent credential a plus, but not required.

Success Measures (First 12 Months)

• 100% successful ERP and banking transitions for all acquired entities.
• Standardized chart of accounts fully implemented across the platform.
• Reduction in close cycle errors and rework by 20–40%.
• Ramp fully deployed with measurable improvements in spend visibility and control.
• All cash controls implemented and validated across new entities.
• Accurate migration of historical financial data with zero critical exceptions.
• Integration tracker adopted across Finance, PMI, and Operations.
• Third‐party advisory reliance reduced significantly as internal capabilities scale.

Solidaire is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status under federal, state, or local law.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. Employment with Solidaire is at‐will.