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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

full-cycle accountingU.S. GAAPmulti-entity financial reportingfinancial systems leadershipERP integrationschart of accounts alignmentreporting infrastructureprocess standardizationanalytical capabilitiesExcel

Soft Skills

executive presencecommunication skillstrust buildingadaptabilitystrategic thinkingproblem-solvingattention to detailaccountabilityleadershipcross-functional collaboration

Certifications

Bachelor’s degree in AccountingBachelor’s degree in FinanceCPA