Project manage post-merger integrations from Day 1 planning through to full operational integration.
Build integration plans for each acquisition, including timelines, milestones, owners, and dependencies across functions.
Run the integration management office — chair workstream meetings, track progress, and report status to the executive team.
Podean is the leading global marketplace marketing agency that works with progressive brands across the globe to unlock potential on Amazon and other marketplaces. They are a fast-growing global agency with a remote-first culture of experts across regions and time zones.
Serve as the go-to financial authority on percentage-of-completion accounting across the portfolio.
Actively use AI tools as operating infrastructure to accelerate financial analysis, automate routine modeling, and surface insights at the pace of the business.
Serve as the financial operating voice on every deal the team pursues; contribute a grounded operating perspective to investment committee discussions pre-close.
Cobalt Service Partners is building the leading commercial access and security integration business in North America. Backed by Alpine Investors, a private equity firm specializing in middle-market companies in the services and software industries with $15B+ in AUM, Cobalt has scaled rapidly since launch.
Own cash management, treasury, and build the annual budget while leading pricing and unit economics analysis.
Support leadership decision-making with data-backed financial recommendations and model organizational growth scenarios.
Oversee financial operations, manage external partners, and build/scale the internal finance function to ensure timely reporting.
The Uncommon Business is the world's fastest-growing AI-first education company focused on helping business leaders build intelligent systems that scale without burnout. It is a high-performance, EOS-driven company built for high performers who thrive in fast-paced, high-accountability environments.
Participate in pre-LOI diligence, providing a formal assessment and "vote" on fit.
Build the first draft of the firm-specific success plan before close, including the value creation framework.
Own the post-close value creation plan for each assigned firm: repricing, organic growth initiatives, capability adoption, and synergy capture tied to deal terms.
Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They integrate financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Mercer Advisors serves over 31,300 families across 90+ cities across the U.S.
Collaborate with executive leadership and cross-functional teams to identify process improvement opportunities and define project goals and success metrics.
Effectively manage strategic business transformation projects and initiatives focused on improving EnableComp’s RCM operations, technology adoption, and client outcomes.
Manage end-to-end project lifecycles, including scoping, resource allocation, risk management, and post-implementation reviews.
EnableComp provides Specialty Revenue Cycle Management solutions for healthcare organizations. They leverage industry expertise and a unified intelligent automation platform to improve financial sustainability for hospitals, health systems, and ambulatory surgery centers nationwide. EnableComp is a multi-year recipient of the Top Workplaces award.
Oversees the monthly, quarterly, and annual financial reporting responsibilities.
Participates in month end close support and prepares budget/forecast variance analysis.
Analyzes financial data to explain variance drivers, identify trends, and call attention to opportunities to improve performance.
US Anesthesia Partners is the highest-quality single-specialty anesthesia practice in the United States. They have over 6,000 employees across 10 states and their clinical and non-clinical staff support each other as they work toward a common vision.
Lead Life360’s enterprise planning, consolidated reporting, and board-level financial materials, ensuring the CFO, executive team, and board have what they need to make decisions.
Set the planning cadence for the function, define the reporting standards the other groups work against, and be the key driver behind Life360’s investor relations materials.
Manage two direct reports and represent Corporate Finance in meetings, build the team and processes into something stronger, and adopt AI tools to work smarter.
Life360's mission is to keep people close to the ones they love by offering a mobile app, Tile tracking devices, and pet GPS trackers. It is used by approximately 95.8 million monthly active users across more than 180 countries and has more than 500 remote-first employees.