About Banyan:

Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In 2021, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000, and ranked #10 fastest-growing companies in the 2021 Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets.

Job Profile:

As Integration Manager, this individual will be the connection between the Banyan M&A team and post-acquisition operations / finance team. They will lead the financial and operational integration of acquisitions and implement financial initiatives identified during the M&A process.

Responsibilities:

Liaise with Banyan’s M&A team and acquisition target personnel as part of pre-close due
diligence to identify and scope pre and post-close integration requirements
Partner with internal finance and operations teams to design post-closing financial processes related to accounting, reporting, KPIs, treasury, billing, and tax
Coordinate and allocate the activities of the integration execution team for each new Banyan acquisition, which will include a Banyan Finance Manager, functional specialists, and offshore resources
Ensure timely and accurate integration of the acquired business onto Banyan’s financial platforms, including but not limited to Sage Intacct, Avalara, Expensify, and banking software
Along with the Finance Manager, be a key point of contact for acquired business personnel for questions regarding the integration and Banyan’s finance, reporting and administrative processes. This includes conversations with existing finance personnel, CEOs, Banyan operating partners and other key individuals.
Work with a Banyan Finance Manager to ensure accurate and timely preparation of initial internal financial files (e.g., year 1 budgets), dashboards, and cash flow requirements for each new Banyan acquisition
Oversee the timeline for each integration project and ensure all key deliverable dates are met for each acquisition.
Maintain Tracking for all future and in-flight integrations to ensure appropriate resourcing of Banyan Finance Managers and integration personnel
Throughout each integration, identify areas for potential improvement as it relates to financial processes at the acquired business such as invoicing schedules and working capital management.
Document Standard Operating Procedures (SOPs) to promote best practices and efficiency for integration of each new Banyan acquisition.
Other ad-hoc tasks that may arise from time-to-time.

Qualifications for success:

The ideal candidate for the role will possess the following characteristics:

Minimum of 5 years of relevant experience in a finance/accounting role. Experience integrating acquisitions, implementing system transitions, or designing financial processes preferred.
Recognized professional accounting designation (CPA, CA). PMP Certification is not required, but is considered an asset
Relevant accounting experience with the U.S. GAAP and software is an asset
Demonstrated project management / leadership experience
Proven ability to lead teams, implement change, and drive process improvement
Supportive team player mentality is essential
Advanced written and oral communication skills with the ability to converse with business executives
Collaborative mindset with strong problem-solving skills
Highly motivated and energetic with interest in entrepreneurship, software, and finance
Experience with Sage Intacct and/or QuickBooks is an asset

Banyan Software company encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position. Banyan Software is an equal opportunity employer and makes employment decisions without regard to race, gender, disability or protected veterans status.

Banyan Software

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